Quickstart Guide
Launch your first working intake flow in about 10 minutes
What You Will Have After Setup
By the end of this guide your AI receptionist knows your business, at least one channel is live, and you have verified a test inquiry end-to-end — from inbound message to a lead in your pipeline.
First sign-in
Step-by-Step Setup
Check Mission Control
Your Dashboard home shows a setup checklist card that tracks the remaining launch steps. Use it as your guide — it updates automatically as you complete each item.
Complete core business settings
Go to Settings and confirm your business name, industry, service-area ZIP codes, and operating hours. Operating hours drive how the AI answers and routes after-hours contacts.
Teach your AI
Open AI Receptionist › Knowledge and fill in the guided editor: services, FAQs, policies, pricing guidance. The completeness meter shows how well-trained your AI is.
Set personality and automation
In AI Receptionist › Personality, set how the AI sounds. In AI Receptionist › Text replies, choose an auto-reply mode (always on, after-hours only, or off) and handoff rules.
Test before going live
Open AI Receptionist › Test and chat with your own AI in SMS or web-chat mode. Nothing is sent to customers and nothing is saved — iterate until answers are right.
Put a channel in front of customers
Forward your business phone line (see Route Your Phone Number), embed a web-chat widget or form, or share a booking link.
Run an end-to-end test
Send a real test inquiry through your live channel and verify it appears in Inbox and creates a lead in Leads.
If Your Test Does Not Work
| Symptom | What to Check | Where |
|---|---|---|
| No inbound message appears | Channel status and credentials, and for SMS the A2P registration status | Settings › Channels |
| Conversation appears but no lead record | Open the conversation and check extracted customer details | Inbox and Leads |
| AI replies are missing | Auto-reply mode may be disabled or after-hours only | AI Receptionist › Text replies |
| AI answers are wrong or generic | Knowledge pack gaps — the completeness meter shows what is missing | AI Receptionist › Knowledge |