Getting Started
Launch your first restaurant phone + chat agent in 10 minutes. These steps help any staff member set up a helpful voice/chat assistant—no coding required.
You only need three things to start: your menu (items and prices), your hours, and a phone/SMS number to connect. Everything else is guided.
Step-by-Step Tutorial
Click New Workflow and name it "Front Desk Agent".
In the canvas:
- Keep the Start block (captures the caller/visitor request).
- Add an Agent block and set the system prompt to:
“You are a restaurant assistant. Answer questions, take orders, and help with reservations using the menu, hours, and policies provided. Be concise, confirm details, and offer to text a confirmation.”
Pick the voice/chat model you prefer (e.g., GPT-4o).
Open Knowledge Base and add:
- Menu items with short descriptions, modifiers, and prices.
- Hours, holidays, and kitchen cutoff times.
- Pickup/delivery zones, delivery fees, and prep-time rules.
- Reservation rules (party size limits, deposits, cancellation window).
Keep entries brief and structured so the agent can quote confidently.
- Add Twilio Voice to connect your number or a Nuxa-provided line.
- Route calls to this workflow and choose your greeting.
- Add Twilio SMS (or WhatsApp) to send confirmations or updates.
Tip: Set an after-hours message so callers know when you reopen.
- In the Agent block, add a JSON schema for orders:
{ items: [{ name, quantity, modifiers }], order_type, pickup_time, contact }. - Add another for reservations:
{ party_size, date, time, name, phone, notes }. - Set guardrails: block orders outside hours, require a phone number, cap party size.
This keeps every interaction structured and ready for your POS or host stand.
- In the Chat panel, try: “Two margherita pizzas for pickup at 7:15” and “Table for 5 this Friday at 8pm.”
- Verify the agent confirms totals/fees and reads back details.
- Make a live call to check greeting, hold, and escalation.
- Turn on SMS confirmations for orders and reservations.
What You've Built
- ✅ Answers calls and chats with your menu, hours, and policies
- ✅ Takes structured orders and reservations, ready for POS/host handoff
- ✅ Sends SMS confirmations and after-hours responses
- ✅ Applies guardrails so guests get accurate, compliant answers
- ✅ Lets you update details anytime by editing your menu or rules
Key Concepts You Used
Next Steps
Voice Routing
Tune greetings, escalation, and on-hold flows
Restaurant Playbook
Use ready-made flows for ordering, reservations, and follow-ups
Guest Messaging
Automate confirmations, delays, and loyalty nudges
Billing
See how voice, SMS, and automation are metered
Resources
Need help organizing menu content? See Knowledge Base tips.
Need to adjust call handling? Visit Voice.
Expanding? Add waitlist, catering intake, or loyalty follow-ups with the Restaurant Playbook.