Answering and receptionists · Pittsburgh
An AI receptionist setup checklist
A good setup depends more on your preparation than on the technology. Work through this list before you start.
Before setup
- List the call types you get and what a good outcome is for each
- Decide which calls must reach a person immediately
- List your service area and services you do not offer
- Write the questions you want asked on every call
- Decide where summaries should go
Connections
Calendar, email, text messaging and any CRM or spreadsheet. Confirm each one with your provider.
Testing
Run test calls for normal requests, emergencies, wrong numbers and angry callers. Fix anything odd before going live.
After launch
Review real calls weekly at first and adjust the script. See pricing questions and how it works.
Common questions
How long should testing take?
Enough rounds that you trust the answers. Do not rush it.
Who reviews the calls?
You or a trusted teammate, at least weekly during the first month.
Want to talk it through?
Tell us what you are dealing with. We will give you a straight answer on whether automation is worth it for your business.