Getting your AI receptionist running is faster than most people expect. Here is the process from zero to live:
Step 1: Define Your Scope
What does your agent need to handle? Common use cases include appointment booking, FAQ answering, lead qualification, and after-hours coverage. Start with one or two before expanding.
Step 2: Build the Knowledge Base
Feed your AI agent information about your business -- services, hours, pricing, policies, common questions. The more context it has, the more natural and helpful it sounds.
Step 3: Configure Escalation Rules
Not every conversation should end with the AI. Set clear rules for when to transfer to a human -- pricing disputes, emergencies, complex scheduling scenarios.
Step 4: Test and Iterate
Run through dozens of test conversations. Tweak responses. Adjust escalation thresholds. Your first version will not be perfect, but it will be dramatically better than voicemail.
Most teams are operational within a single business day.