Get your business ready for your AI receptionist

1. Gather the business basics

• Legal and public business names, service address and website.
• Business hours, time zone and holiday rules.
• Services offered and cities or ZIP codes served.
• Common questions, approved answers and pricing rules.

2. Decide where leads go

• Staff email addresses for new-call alerts.
• Booking calendar, appointment length and scheduling rules.
• Fallback phone number and incident contact.
• Which situations require a human follow-up.

3. Complete setup together

Cristopher arranges calendar access and phone routing directly with the authorized business owner. Never send passwords or payment-card details through the intake form or email.

4. Test and approve

Test call answering, caller corrections, bookings, notifications and fallback routing. Approve the configuration and confirm the exact go-live date, service period, and any first paid dates under your signed agreement in writing.

This uses the team’s 30-minute business calendar. Add “onboarding” and your business name in the booking notes.