Have the AI Greet Customers by First Name

Learn how to customize the AI’s first message to greet returning callers by name or add store and brand details.

When you log into the Kea Brand Portal, you can edit the AI First Message for each location. With first message variables, Kea allows you to dynamically insert a customer’s first name, store name, or brand name for a personalized experience. Take a look below on how to set.

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1

Log into the Kea Brand Portal

Go to https://app.kea.ai and sign in with your account credentials. Once logged in, select the location you want to update.

2

Open the AI First Message

Inside the chosen location, navigate to the AI First Message section. This is where you control what Kea says when answering calls.

We allow you to set first time customer messages via the 'AI Phone Greeting' as well as "Known Customer AI Phone Greeting'. For both open business hours & after hours when you are closed. The ultimate personalization at your finger tips within desktop or mobile.

3

Add Personalization Tokens

In the message editor, type any of the following tokens:

• @customer → Caller’s first name (if known)

• @store → Store name for that location

• @brand → Your brand name

4

Save Your Changes

Click Save Changes to update the greeting for that location.

Immediately takes effect for the next calls.

✅ Pro Tip: Bulk upload customer names & numbers for instant personalization, no training time required. Click below to learn more.

Safely Bulk Upload Customers