Camber is your AI-powered voice and chat agent that helps you capture every lead, answer family questions 24/7, and make sure nothing slips through the cracks. This article walks you through setting up Camber directly in Playground — from creating the agent and feeding it knowledge about your program, to customizing the voice and chat experience, and finally turning it on for your phone line.
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Create Your Camber Agent
Once you've purchased Camber, you'll see a new Agent tab on the left-hand side of your CRM. This is where you'll build and manage your agent.
From your CRM dashboard, navigate to the Agent tab and click Create Agent.
The Create Agent window will open. Give your agent a name (e.g., Camber) and click Create Agent
Once your agent has been created, configure the following optional preferences:
Additional Languages: select any other languages you want Camber to be able to communicate in, such as Spanish or French.
Tone: choose the tone you want Camber to use when speaking with families.
Traits: select specific traits you want the agent to embody.
Leave the Setup Mode on Recommended.
💡 Playground has already configured strong defaults for tone, traits, and behavior — these should be more than enough for Camber to be successful with your families. Feel free to layer on additional preferences, but you don't need to change anything to get started.
🚨 We strongly recommend leaving the Setup Mode on Recommended. Once you switch to Advanced, there is no way to revert back to Recommended mode.
Add Knowledge About Your Program
The Knowledge tab is where you feed Camber all the business-specific information about your program so it can answer family questions accurately. The more context you provide, the more helpful Camber will be.
From your CRM dashboard, navigate to the Agent tab, select your Camber agent, select Edit agent, and click into the Knowledge tab.
Use the magic fill button to auto-populate as much of this information as possible, then review and adjust the following fields:
Address & Phone Number: your program's primary contact information.
Pricing: enter exactly how tuition works at your program. If you don't want Camber to share exact prices on the phone or via chat, leave specific prices out and instead say something like, "Tuition varies by program and schedule — I'd have to defer to the enrollment contact to walk you through exact pricing." Or, add all of your pricing directly here if you want Camber to be able to speak to it.
Programs: list every program you offer (e.g., toddler program, preschool program) with age ranges tied to each one. So if a family calls in and says they have a 20-month-old, Camber will know to talk about the toddler program. We recommend about one line per program describing what makes it unique.
Accreditations & Licenses: any accreditations, licenses, or achievements you want Camber to be aware of and speak to.
Additional Information: anything else Camber should know — discounts (e.g., "10% sibling discount" or "active military discount"), special promotions (e.g., "first week free if you sign up this month"), or any other ongoing offers. Camber is really good at pulling this in whenever appropriate.
Schedule: enter your hours of operation, including any midday breaks (e.g., open 6:30am–7am, closed for lunch, then open 8am–9am). If a family asks what your hours are, Camber will know exactly what to share.
Primary Contact: enter the person who owns enrollment — usually the director or enrollment coordinator. Include their phone number and email. If a prospective family wants to chat with someone from the team, Camber will know who to refer them to.
Files: upload any brochures, flyers, PDFs, or other documents you want Camber to be aware of. Camber will reference these when relevant.
Click Save changes when you're done.
💡 The more specific you are about your programs and pricing, the better Camber will be at handling nuanced family questions. Treat this section like onboarding a new enrollment coordinator — give it everything it needs to do the job well.
Configure the Voice Experience
The voice experience controls how Camber sounds and behaves when answering phone calls.
From your CRM dashboard, navigate to the Agent tab, select your Camber agent, select Edit agent, and click into the Voice tab.
Review the following settings:
Greeting:
First message: This is the first message Camber will say when answering a call. Keep it simple and include your program name (e.g., "Hi, thanks for calling Happy Hands — how can I help you today?").
Interruptible toggle: Turn this on to allow users to interrupt the agent while their first message is being delivered. It is recommended to keep this toggle off.
Tools:
Transfer to number: Allow the agent to transfer the caller to a phone number when specified conditions are met. Select Add transfer rule to add your transfer number and set up a transfer rule. Click here for more information on setting up transfer rules.
Tour booking: Let the agent send a tour booking link by text during the call. Select Set up tour booking to select which link you would like the voice agent to offer. Click here for more information on configuring tour bookings.
Voice & Language:
Voice: Click the pencil icon next to Voice to select your AI agent's voice. Click the "Play" button to preview the voice and "Select" to select the voice. Each voice has a description to give you an idea of how it will sound.
Turn timeout: This is where you will set the maximum wait time for the caller's reply before the agent re-engages. It is recommended to keep this at 4 seconds, which is the default.
Turn eagerness: This determines how eagerly the agent jumps in. Patient waits for longer pauses, and eager responds as soon as possible.
Click Save changes after making any changes.
💡 We've done extensive research on the default voice settings — they're the strongest configuration for most programs. Feel free to play with them, but the defaults are a great starting point.
🚨 We strongly recommend disabling the Interruptible toggle. If the first message gets interrupted, it can confuse Camber — Camber won't realize the caller didn't actually mean to interrupt, and the caller gets confused because Camber stops talking. Keeping this off avoids the issue entirely.
Configure the Chat Widget
The chat widget is the chatbot that lives on your website. You can fully customize how it looks and behaves to match your brand.
From your CRM dashboard, navigate to the Agent tab, select your Camber agent, select Edit agent, and click into the Chat tab.
Configure the following:
Appearance:
Title & Response Time Message: (e.g., "We'll reply in a few minutes") — these are the first things families see in the widget.
Color: match your brand colors so the widget feels native to your website.
Position: choose whether the widget appears in the bottom right or bottom left of your website.
Greeting:
Welcome message: the message that shows up when a visitor opens the chat.
Quick options: a list of common questions a user can click to instantly get more information about. Click Add options to add additional questions (maximum 5). Click the "X" next to an option to remove it.
Tools:
Tour booking: let visitors book a tour from the chat widget. Select Set up tour booking to select which link you would like the voice agent to offer. Click here for more information on configuring tour bookings.
Preview the widget directly in the settings screen — no need to push it live on your website until it's ready. Click the expand to view the preview in full screen.
When you're ready to launch, copy the embed code and give it to your developer to paste onto the webpage where you want the chat bubble to appear.
Add Transfer Rules
Transfer rules let Camber forward certain calls to a human instead of handling them itself. This is helpful for employees, vendors, or active families who shouldn't be fielded by the AI.
From your CRM dashboard, navigate to the Agent tab, select your Camber agent, click Edit agent, and click into the Voice tab.
Click Add Transfer Rule and configure:
Phone number: the phone number of the person to transfer to.
Rule: describe when Camber should transfer the call (e.g., "when a caller indicates they are an employee").
Click the blue Save rule button to add the rule.
Add as many rules as you need (e.g., one for employees, one for active families, one for vendors).
Rules can be edited by clicking the pencil icon, or deleted by clicking the trashcan icon.
Click Save.
💡 You can add multiple transfer rules so Camber knows exactly when to route a phone call to a human. When a call comes in and Camber recognizes one of these scenarios, it will say something like "Great, I think this is something I should forward on to Sasha," and complete the transfer.
Configure Tour Bookings
Tour bookings added within voice agents allow leads to book a tour on the phone or via chat. Follow the steps below to understand the process and get tours linked to your voice agent.
Voice
From your CRM dashboard, navigate to the Agent tab, select your Camber agent, select Edit agent, and click into the Voice tab.
Under the Tools section, click Set up tour booking.
Select the meeting type this voice agent should offer. The agent will text the matching booking link when the caller wants to schedule.
Click Save after selecting a tour booking.
If you need to switch the tour linked after adding one, click Configure tour booking.
🚨 Only one tour booking can be linked to the voice agent at a time, whereas multiple can be linked to chat. Follow the instructions below to set up tour bookings for chat.
Chat
From your CRM dashboard, navigate to the Agent tab, select your Camber agent, click Edit agent, and select the Chat tab.
Under the Tools section, click Set up tour booking.
Turn the Show "book a tour" banner toggle on. This will pin a banner at the top of the messenger so visitors can start a booking without typing. This step is required.
Once this toggle has been turned on, select the tours/meeting types you would like leads to be able to book. Click Select all to select all available tours.
Click Save to finish the process.
Once the tours have been added, leads will be able to book tours within the chatbox by clicking Click here to book a tour. You can preview the entire process by starting a chat under Live preview.
Turn On Camber for Your Phone Number
The final step is connecting your agent to your CRM phone number so it can actually pick up calls.
From your CRM dashboard, navigate to the Settings tab and click Connections.
Find the phone number you want to turn Camber on for, click the three dots, and hit Edit.
Scroll to the AI Agent section and configure:
Enable AI Agent: turn this on.
Select Agent: choose your Camber agent.
Office Hours: set the days and times your team answers the phone (e.g., Monday–Friday, 9am–4pm). Camber will pick up calls outside these hours, including weekends.
Unanswered Call Handoff: turn this on if you also want Camber to pick up during office hours when no one answers. The phone will ring for 15 seconds before Camber takes over.
Click Save.
💡 Combining office hours with unanswered call handoff gives you 24/7 phone coverage — Camber handles every call outside business hours, and steps in as backup during the day when your team is busy.
FAQs
Can I change the agent's setup mode after I've created it?
Can I change the agent's setup mode after I've created it?
If you've left the Setup Mode on Recommended, you can switch to Advanced at any time.
However, once you switch to Advanced, you cannot revert back to Recommended mode.
We strongly recommend leaving it on Recommended unless you have a specific reason to customize the advanced configuration.
Should I share exact tuition pricing with Camber?
Should I share exact tuition pricing with Camber?
This is completely up to you.
If you want Camber to share pricing on calls and in chat, enter the full pricing details under Pricing in the Knowledge tab.
If you'd rather Camber not share specific prices, enter something like "Tuition varies by program and schedule — I'd have to defer to the enrollment contact for exact pricing."
Camber will follow your lead and respond to families accordingly.
How does Camber decide which program to recommend to a family?
How does Camber decide which program to recommend to a family?
Camber uses the age ranges you've entered for each program in the Knowledge tab.
When a family mentions their child's age, Camber matches it to the right program (e.g., a 20-month-old → toddler program).
The more detail you add about each program (what it's known for, key features), the more confidently Camber can speak to it.
Will Camber answer calls during my office hours?
Will Camber answer calls during my office hours?
By default, Camber only picks up calls outside of the office hours you set.
If you want Camber to pick up during office hours when no one answers, turn on Unanswered Call Handoff in the phone number settings.
With this enabled, the phone will ring for 15 seconds before Camber takes over.
Can I add documents like brochures or flyers for Camber to reference?
Can I add documents like brochures or flyers for Camber to reference?
From your admin dashboard, navigate to the Agent tab and click into the Knowledge tab.
Scroll to the Files section.
Upload any PDFs, brochures, or documents you want Camber to be aware of.
Camber will reference these whenever relevant to a family's question.
How do I prevent Camber from handling calls from employees or vendors?
How do I prevent Camber from handling calls from employees or vendors?
From your admin dashboard, navigate to the Agent tab, select your Camber agent, and click into the Tools tab.
Click Add Transfer Rule.
Set the condition (e.g., "when a caller indicates they are an employee") and the person to transfer to, including their phone number.
Click Save.
Repeat for any other scenarios where you want Camber to hand off to a human.
Can I preview the chat widget before putting it on my website?
Can I preview the chat widget before putting it on my website?
From your admin dashboard, navigate to the Agent tab, select your Camber agent, and click into the Chat tab.
Configure your title, colors, position, greeting, and quick questions.
The preview updates live in the settings screen — no need to push the widget to your website until you're happy with it.
When you're ready, copy the embed code and give it to your developer to paste onto your webpage.
Next Steps
Once Camber is live, head to your Admin dashboard to monitor calls and chats, and review the transcripts to keep refining the knowledge base over time.