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CUSTOMER INTAKE

Map the front desk you want.

Capture the business knowledge, call rules, appointment workflow, and connected tools needed to plan your AI receptionist.

01 Business02 Calls03 Knowledge04 Booking05 Tools06 Launch
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01Package and business profile

Start with the company, the primary contact, and the level of service that looks closest to your needs.

02Phone coverage

Describe when the receptionist should answer and what happens outside normal hours.

When should the AI answer?
03Business knowledge and caller experience

Define what the receptionist should know, how it should greet callers, and where it should stop and involve a person.

Most common reasons people call
04Appointments and human handoffs

Set the actions the receptionist may take and the situations that need a real person.

05Connected tools and follow-up

Identify the systems the receptionist may use. Access is connected separately and securely during onboarding.

Tools you want connected
Preferred notifications
06Launch goals and readiness

Define what a successful first launch should accomplish.

Primary goals

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