Set up your AI receptionist

1. About your business

Business name What you do — in a few words

Phone Email

Address — optional Website — optional

2. Your hours

When are you open? Tick "Closed" for any day you're off. Leave a day blank if it varies.

Holidays or special days — optional

3. Services & prices

List the main things you offer. A short note and a price are optional — add whatever helps.

Overall price range — optional Prices the AI may say — safe to quote on a call Prices the AI must never quote

4. Where you work

Cities or counties you serve Or how far you travel — optional

5. Booking appointments

How should the AI handle a booking?

Take their info, we call back Send them a booking link Book it live on the call

Booking link — if you have one What should we call it?

6. Reaching a real person

Who to reach — name Their number

When should a call go to a person?

Only emergencies Always, if they ask Existing customers Never — take a message

Where should we send messages and call notes?

7. Common questions

What do callers ask most? Add the question and how you'd want it answered.

8. Greeting & personality

Greeting — the first thing callers hear We add the recorded-call and AI notice for you — you don't need to write it.

Warmth

Professional Friendly Playful

Pace

Quick & to the point Balanced Thorough & caring

What should each call try to do? — pick one or two

Book the job Get their details Get them to a person Answer their question

9. How you sound

A few words for your style Why do callers choose you? A sample of how you talk — optional

10. Languages

Should the line handle Spanish?

English only English & Spanish

11. Emergencies & after hours

What counts as an emergency for you? How should the AI handle an emergency? What about regular calls after hours?

12. Things the AI should never say

Anything it must never say or promise Anything else we should know?

13. One quick agreement

Florida law requires that callers be told a call is recorded, and we always let them know they're speaking with an AI. We say this for you at the start of every call — the exact wording is set by us and can't be changed.

I understand that calls are recorded and that the AI will identify itself at the start of each call.

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