Configure the AI Receptionist

This page is the end-to-end checklist for getting a new AI Receptionist live, from the first click to the first real call. Each step links to the page where the work actually happens.

1. 1

   Create the receptionist

   Name it, give it an extension, pick a voice and language. See Create an AI Receptionist.

2. 2

   Fill in company information

   Hours, address, core services. The receptionist uses this for "are you open?" and "where are you?" questions. See Update company information.

3. 3

   Attach a knowledge base

   Upload FAQs, product sheets, or public URLs. See Add contents to the knowledge base.

4. 4

   Enable the right skills

   Greeting, knowledge base, dial-by-name, intent-based transfer, voicemail handoff. See Manage skills.

5. 5

   Tune general settings

   Max call duration, inactivity timeout, on-failure fallback. See Update settings.

6. 6

   Test from the admin console

   Run call and chat tests before pointing real callers at it. See Test an AI Receptionist.

7. 7

   Expose it to callers

   Assign a DID, or use it as the destination of an inbound route, an IVR option, or a Call Flow Designer transfer.