Optni AI help
Your AI front desk, explained step by step
Optni answers your business's calls and texts. Ava answers the phone and Max answers texts. They share one memory of every customer, book into your calendar, capture leads and hand over to your team when a person is needed.
- Answers every callAva picks up 24/7, books, reschedules and answers questions from what you told her.
- Replies to every textMax texts back missed callers within a minute and handles bookings by text.
- Hands over when it mattersAnything they shouldn't answer lands in your inbox with a note, and on your phone.
- Works for any businessClinics, salons, home services, law firms, software teams — one or many locations.
Start here: your first hour with Optni
New to Optni? Do these in order. Each takes a few minutes.
- Sign in and set up two-step verification
Sign in and turn on two-step verification.
- Business name and industry
Check your business name and industry, so the words fit.
- Locations: opening hours, closed dates and time zone
Set opening hours, closed dates and time zone for each location.
- Providers (staff who take bookings) and their hours
Add the people customers book with, and their hours.
- Booking types: length, notice and what the AI may book
Set what can be booked, and what the AI may book.
- What your AI should know: about, FAQs and policies
Tell Ava and Max about your business, FAQs and policies.
- Greeting: what Ava says first
Make the greeting sound like you.
- Call me to test: hear your AI receptionist
Hear Ava on your own phone.
- Invite your team, roles and seats
Invite your team and pick their roles.
- Notifications: what you're alerted about
Get handover alerts on your phone.
All topics
Getting started
Sign in, stay secure and hear your AI receptionist for the first time.
Team and businesses
Invite people, set roles and seats, and switch between businesses.
Everyday work
Today, the inbox, calls and stepping in when Ava or Max hands over.
Calendar and bookings
Book, move and finish bookings, and set who can be booked and when.
Leads, contacts and insights
Work your pipeline, take leads from your website and look after customer records.
Business settings
Your business name and industry, what the AI knows, and connected calendars.
Locations and phone lines
Hours, greeting, how calls are answered, texting and reviews — per location.
Mobile app and notifications
Get alerts on your phone and act on them in the Optni app.
Plans and billing
Plans, seats and what counts as an interaction.
Privacy and help
Compliance basics, troubleshooting and answers to common questions.