AI Receptionist Setup Guides
Choose a business preset, add your details and test the customer enquiry through follow-up.
By Industry
After Hours AI Agent Template
Pre-built AI agent that handles calls after business hours. Captures messages, routes emergencies, books appointments, and ensures no lead is lost overnight.
View setup guideTemplateBilingual AI Phone Agent
Pre-built that handles calls in English and Spanish. Detects language automatically and switches seamlessly — for any business.
View setup guideTemplateGeneral Customer Support AI Agent
Pre-built AI phone agent for customer support. Handles inquiries, resolves common issues, routes escalations, and works for any business type.
View setup guideTemplateAI Emergency Triage Agent
Pre-built AI agent for emergency phone triage. Assesses urgency, provides immediate guidance, dispatches responders, and routes critical calls — 24/7.
View setup guideTemplateAI Lead Qualification Agent
Pre-built AI agent that qualifies inbound leads over the phone. Scores prospects with BANT criteria, books meetings for sales, and syncs with your CRM.
View setup guideTemplateAI Order Taking Agent
Pre-built AI phone order-taker. Handles menu items, customizations, upsells, and pickup timing — for restaurants and to-go-heavy operators.
View setup guideTemplateAI Payment Collection Agent
Pre-built AI agent for payment collection calls. Automates past-due reminders, negotiates payment plans, processes payments, and reduces delinquency rates.
View setup guideTemplateAI Appointment Reminder Agent
Pre-built AI agent that calls to confirm or remind about upcoming appointments. Reduces no-shows by up to 40% with automated phone reminders.
View setup guideTemplateAI Survey Phone Agent
Pre-built AI agent that conducts outbound phone surveys and collects feedback. Automates CSAT, NPS, post-visit, and market research calls at scale.
View setup guideEcommerce
Ecommerce AI Customer Support Agent
Pre-built AI phone agent for ecommerce. Handles order status, returns, shipping questions, and product inquiries — reducing support tickets by 60%.
View setup guideTemplateShopify Returns AI Agent
Pre-built AI agent for Shopify returns and exchanges. Automates RMA processing, return label generation, refund tracking, and exchange handling.
View setup guideGeneral
AI Appointment Booking Agent
Pre-built AI agent that books appointments over phone, chat, and SMS. Syncs with Google Calendar, Calendly, and more. Founding-customer access at launch
View setup guideTemplateDental Office AI Receptionist
Pre-built AI receptionist for dental offices. Books appointments, answers patient questions, sends reminders, and integrates with Dentrix and Open Dental.
View setup guideTemplateLaw Firm Intake AI Agent
Pre-built AI agent template for law firm client intake. Captures case details, qualifies leads, books consultations, and integrates with Clio and MyCase.
View setup guideProfessional services
Real Estate
Property Management AI Phone Agent
Pre-built AI phone agent for property managers. Handles tenant calls, maintenance requests, leasing inquiries, and emergency routing — 24/7.
View setup guideTemplateReal Estate AI Phone Agent
Pre-built AI phone agent for real estate. Qualifies buyer and seller leads, books showings, answers property questions, and syncs with your CRM.
View setup guide