Set up your first smart line
A practical first-phone-line checklist for AI receptionist, routing, and test calls.
Quick-start checklist
- 1
Open AI Receptionist setup and confirm your business name, service area, and hours.
- 2
Connect or assign a phone number through the phone settings flow.
- 3
Choose where calls should route during business hours and after hours.
- 4
Run the voice demo first, then place a controlled test call when you are ready.
- 5
Check Calls and Leads to confirm the transcript, summary, and lead handoff look right.
Before going live
- Use accurate business information so callers are not misled.
- Do not use AI voice for emergency handling unless your routing and escalation rules are verified.
- Follow Twilio and local consent rules for calls, texts, recordings, and follow-up messages.
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