Onboarding Your Business
Tell the AI about your business so it can answer callers accurately.
Why Onboarding Matters
The onboarding wizard collects the details your AI receptionist needs to represent your business well — your services, hours, common questions, and how to handle transfers. The more complete your answers, the more accurate and on-brand your receptionist sounds.
Information to Prepare
Have your business hours, a list of services, answers to frequently asked questions, and the phone number you want urgent calls transferred to.
Completing the Wizard
Work through each step of the guided checklist. You can save and return later, and a progress checklist shows what's left. Once complete, your AI receptionist is configured and ready to test.
Updating Later
You can revisit onboarding details anytime from AI Setup to refine greetings, services, hours, and rules as your business changes.
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