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Can my AI Receptionist collect specific information from callers?

Learn how to use M1’s "Collect Information" feature to create custom questions your AI Receptionist can ask callers.

Livie avatar
Written by Livie
Updated over a month ago

Yes! With the Collect Information feature, your AI Receptionist can automatically ask customized questions based on the context of the call - like a new client inquiry or a service request. This helps you gather the right details without lifting a finger.

📋 In this article:

💡 What's the "Collect Information" feature?

This feature lets your AI Receptionist ask callers a specific set of questions based on the purpose of their call. These are called Scenarios - like "Someone asking about buying a house" or "A potential client inquiry."

Each scenario comes with its own list of questions, so your receptionist collects the right details for every situation.

🤔 How does it work?

When someone calls and leaves a message, your AI Receptionist will:

  1. Detect the caller's intent

  2. Match it to one of your Scenarios

  3. Ask the questions you've set up for that Scenario

The caller's responses are saved in your call summary - so you can follow up with all the information you need.

✏️ How do I create or edit Scenarios?

From the M1 app:

  1. Go to Settings

  2. Tap Voicemail Receptionist

  3. Select Collect Information

Or, if supported on your device, open directly via:

m1://settings/vmr_collect_information

Your M1's AI Receptionist collects callers information

Once there, you can:

  • Add a new Scenario (e.g., "Property inquiry")

  • Edit existing Scenarios (change names or questions)

  • Delete Scenarios you no longer need

Custom questions for your M1 AI Receptionist

❓ How do I customize the questions asked?

Inside each Scenario, you can:

  • Tap + Add Question to create a new prompt

  • Edit any existing question

  • Reorder questions by dragging

  • Delete any question that's no longer needed

Examples of useful questions:

  • What's your name?

  • What are you looking to book?

  • How should we contact you?

🛠️ Need to change something later?

No problem! Scenarios and questions are fully editable. You can update them anytime based on your business needs.

⚠️ Important:

If you've previously added questions to your VMR greeting or included them in Custom Knowledge, we recommend removing or updating them to avoid your receptionist asking the same question twice. The new Collect Information feature handles this in a cleaner, more structured way.

🧠 Tip:

This feature is ideal for solo professionals, real estate agents, and service providers who want to automate lead intake and reduce back-and-forth with callers.

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