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An AI receptionist answers your phone, handles common questions, routes callers to the right person, and takes messages when nobody is available. Most teams get this running in 15-20 minutes.

Prompt

Copy this into your agent’s Prompt tab and replace the [placeholders].

Tools

Add one Transfer Call per department in the Tools tab: Optional: Add Calendar Booking if you want the agent to schedule appointments via Cal.com.

Knowledge

Create a knowledge base with the information callers ask about most:
  • Business hours, location, parking directions
  • Staff names and roles (so the agent knows who to transfer to)
  • Services you offer and basic pricing
  • Cancellation, refund, or return policies
Connect it in the Knowledge tab.

Analytics


Call Flow

  • Greeting: “Thank you for calling [Business Name]. How can I help you today?”
  • Silence reminders: Enable after 15 seconds
  • Max duration: 10-15 minutes

Deploy

  1. Test with Web Call — verify the greeting, FAQ answers, and transfer behavior
  2. Test with a real Phone Call — check voice quality and timing
  3. Buy a phone number and assign this agent
  4. Monitor Conversations for the first week

After Launch

  • Review 5-10 calls in the first week — look for unanswered questions
  • Add missing info to the knowledge base as gaps appear
  • Use Quality Studio to flag and fix recurring issues
  • Check the Dashboard for call volume patterns

Next Steps

Transfer Tool

Configure call routing destinations

Calendar Booking

Add appointment scheduling

Knowledge Base

Structure your business information

Production Checklist

Complete pre-launch verification steps