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How AI receptionist setup works
from discovery to operational rollout

We use a scoped onboarding process so the deployment matches your workflow instead of forcing a generic setup.

1

Discovery Call and Business Briefing

We start with a discovery session to understand your customer journey, common enquiries, escalation rules, and the systems the workflow may need to touch.

2

Knowledge Base Configuration

We review the information your agent should rely on, including FAQs, policies, service details, and any workflow rules that need to be reflected in responses.

3

Channel Setup and Integration

We configure the chosen channels and confirm what operational integrations, routing logic, and handoff paths are needed for the initial rollout.

4

Testing and Voice Calibration

Before launch, we test the workflow, tune tone and escalation behaviour, and review sample conversations with your team so the deployment is aligned to the intended use case.

5

Go Live and Early Monitoring

Once the agreed workflow is ready, the configured channels go live and the team can review how the deployment performs in day-to-day use.

6

Continuous Learning and Optimisation

After launch, the workflow can be refined with feedback, transcript review, and operational adjustments as the business process matures.

AI receptionist setup for Enquiry-Heavy Teams

The platform is best suited to teams that need consistent first-contact handling across channels.