How-To GuideBeginner10 min readIncludes video

Quick Start Guide: Launching Your AI Receptionist

Get your AI Voice Receptionist up and running fast. This guide covers the essential setup areas for a successful launch.

Want to get your AI Voice Receptionist up and running as fast as possible? This guide focuses on the essential setup areas you need to complete for a successful launch.

The Three Core Setup Areas

Everything you need is found in the AI Logic section. Focus on these three areas in order:

Receptionist (Conversation Logic)
Offerings
Business Details

Once these are configured, your AI receptionist will understand your business and know how to handle customer interactions.

Step 1: Configure Your Conversation Logic

The Conversation Logic section is the most important part of your AI Receptionist setup. Here's how it's structured:

Initial Script

This is what your AI says before it knows whether the caller is a new or current customer. Use this phase to:

Collect universal information (name, address, phone number)
Deliver your initial greeting
Determine the customer type with a natural question like: "Are you a current customer?" or "Have we serviced your home before?"

Feel free to add personality and flair to make the question feel conversational.

Customer-Specific Steps

After the customer type is identified, the conversation branches. You can create custom steps for:

Current customers – Handle support, scheduling, billing inquiries
New customers – Share information, offer promotions, qualify leads

You can also add example conversations to help train your AI on how interactions should flow.

Step 2: Set Up Your Offerings

The Offerings section tells your AI what your business provides. When adding a new offering, complete the following:

Field	Purpose
Name	What you call this product or service
General Description	Overview of what it includes
Customer Details to Collect	Any unique information needed for this offering
Additional Information	Other relevant details about the product/service
Pricing Details	Cost, packages, or pricing structure
Appointment Strategy	How bookings should be handled for this offering

Step 3: Complete Your Business Details

The Business Details section gives your AI essential context about your company:

Business address
Service areas
Default time zone
Business hours

With this information configured, your AI receptionist will have a strong understanding of your business and how to serve your customers.

Step 4: Connect Your AI Receptionist

Once the logic is set up, head to the Connect section and open the Phone Setup tab.

Getting Your Phone Number

Click to add a phone number for your AI receptionist. A few things to know:

The phone number is included with your subscription—there's no additional purchase required
This is your AI receptionist's dedicated line, not a replacement for your main business number

How to Use Your AI Phone Number

You have two options:

Direct line – Put this number on your website or marketing materials. Callers who dial it will connect directly to your AI receptionist.
Conditional call forwarding – Route calls from your existing business line to your AI receptionist under certain conditions (after hours, when lines are busy, etc.).