Setup Guide
Up and Running in Under 15 Minutes
No technical expertise required. Our step-by-step wizard guides you through everything. Here's what to expect.
What You'll Need
- A business email address
- Access to your calendar system
- Your business phone number (or get a new one)
Helpful to Have
- List of services you offer
- Common FAQs and answers
- Your business hours
- Appointment types and durations
Step-by-Step Setup
Follow these simple steps to get your AI receptionist up and running
Create Your Account
Sign up with your email and verify your account. No credit card required for the free trial.
- Enter your business name and contact info
- Choose your industry (helps customize the AI)
- Verify your email address
- Set up two-factor authentication (optional)
Pro tip: Use your business email for a professional setup. You can add team members later.
Configure Your AI Agent
Customize how your AI receptionist sounds and behaves to match your brand personality.
- Choose from 20+ natural-sounding voices
- Set your business name and greeting style
- Define your business hours and timezone
- Add common FAQs and their answers
Pro tip: Start with our templates and customize from there. You can always adjust settings later.
Connect Your Calendar
Link your calendar so the AI can check availability and book appointments in real-time.
- Connect Google Calendar, Outlook, or others
- Set your available hours for bookings
- Define appointment types and durations
- Configure buffer time between appointments
Pro tip: Grant calendar access to enable real-time availability checks. Your data stays private and secure.
Set Up Your Phone Number
Get a new business number or forward your existing line to AI Receptionist.
- Option A: Get a new local or toll-free number
- Option B: Forward your existing number
- Configure call routing rules
- Set up after-hours handling
Pro tip: Most carriers support call forwarding. We provide step-by-step guides for each provider.
Test Your Setup
Make test calls to ensure everything works perfectly before going live.
- Call your number to test the greeting
- Try booking a test appointment
- Ask common questions to test FAQ handling
- Review call transcripts in your dashboard
Pro tip: We recommend testing different scenarios: new patient booking, rescheduling, general inquiry.
Go Live!
Flip the switch and start handling real calls. Monitor performance from your dashboard.
- Enable live call handling
- Set up notifications for new calls/bookings
- Connect your CRM (optional)
- Invite team members to access dashboard
Pro tip: Start during off-peak hours to monitor initial calls. Adjust settings based on early feedback.
Need Help? We've Got You Covered
Multiple ways to get support during setup
Setup Wizard
Our guided wizard walks you through each step with helpful tips and templates.
Video Tutorials
Watch step-by-step video guides for visual learners.
Live Chat Support
Get real-time help from our support team during business hours.
Concierge Setup
Enterprise customers get white-glove setup assistance included.
Complete setup without help
Average setup time
Setup experience rating
Ready to Get Started?
Join 1,000+ businesses who set up their AI receptionist in under 15 minutes.
No credit card required. Set up in under 5 minutes.