Back to Home
Setup Guide12 min read

AI Receptionist Setup

Configure your AI concierge to greet customers warmly and collect context automatically.

Why AI Receptionists Matter

The first interaction sets the tone for the entire customer experience. An AI receptionist ensures every customer feels welcomed and understood from the moment they reach out, while collecting crucial context for your human agents.

Key Benefits

24/7 Availability

Never miss a customer inquiry. Your AI receptionist works around the clock, providing instant responses.

Warm Greetings

Personalized, empathetic responses that make customers feel valued from the first message.

Smart Context Collection

Automatically gathers customer details, issue type, and urgency level before connecting to a human.

Instant Routing

Routes conversations to the right agent or department based on the collected context.

Setting Up Your AI Receptionist

Step 1: Define Your Brand Voice

Configure how your AI receptionist speaks. Choose from professional, friendly, or casual tones, and provide examples of your brand's communication style.

Step 2: Set Up Greeting Flows

Create different greeting sequences based on the channel (chat, email, phone) and time of day. Include your business hours and automated responses for off-hours.

Step 3: Configure Context Questions

Define what information is most important to collect from customers. Set up intelligent follow-up questions that adapt based on the customer's responses.

Step 4: Integration Setup

Connect your AI receptionist to your existing tools - CRM, help desk, knowledge base, and team communication platforms.

Customization Options

  • Language Support: Multi-language capabilities for global customers
  • Industry-Specific Training: Tailored responses for your industry
  • Emergency Protocols: Special handling for urgent or VIP customers
  • Analytics Dashboard: Track performance and customer satisfaction metrics

Measuring Success

Track key metrics like response time, customer satisfaction scores, and conversion rates from initial contact to resolution. Most companies see a 50% improvement in first-contact resolution.

Pro Tip

Start with a simple greeting and gradually add complexity. Test different approaches with small customer segments before full rollout.

Ready to Set Up Your AI Receptionist?
Get started with a guided setup process and see immediate improvements in customer experience.