01 / Share your requirements
We agree the channel, business information, questions and next steps that matter.
From enquiry to implementation
How Managed AI Setup Works
Choose one customer journey, configure it around your business, and expand once it works well.
Your first implementation
Three steps to your assistant.
Published receptionist setup times are 1, 3 or 7 business days depending on the plan. Your start date is confirmed after reviewing integration access and business information.
02 / Review your assistant
You test sample conversations and approve the scope before launch.
03 / Launch & improve
We review issues and refine your assistant as your business needs change.
Before launch
Agree what a good outcome looks like.
We define the questions the assistant should answer, the details it should collect, and when your team should take over.
Business information
Provide current services, prices, hours and policies. Identify who can approve updates.
Conversation review
Try routine questions, unclear requests and handoffs. Review booking and contact details.
Ongoing care
Agree support scope, review frequency and how changes or failed actions will be handled.
Working internationally
Remote onboarding across time zones.
Share your business location, preferred meeting times and time zone when requesting a demo. Agree one reviewer for approved business information and one contact for integration access. Setup timing depends on the plan and the information and access available.
Test common enquiries, out-of-hours requests and handoffs before launch. For international workflows, review customer languages, regional number availability and appointment time zones with the team. Document the scope and ongoing support arrangements in writing.
Read the implementation FAQs and data-handling checklist, or tell us about your workflow.
Start with the task that costs you the most time.
Tell us how enquiries arrive and what should happen next. We’ll help you scope a practical first step.
How Managed AI Setup Works FAQs
What is included in the setup?
We agree the call types, approved business information, routing, and supported integrations before implementation. Your team reviews the configuration and tests the handoff before launch.
What are the published voice plan allowances?
General receptionist plans list $29 for 80 minutes, $99 for 280 minutes, and $199 for 650 minutes per month. Confirm features and top-ups during onboarding. WhatsApp and custom automation are quoted separately.
Can appointments and transfers be configured?
Supported calendar booking, appointment requests, and transfers are configured according to the selected plan and integration. If a request cannot be confirmed, it should be routed to staff for follow-up.
How are sensitive workflows handled?
Medical arrangements list $199 and $349 tiers with agreed BAA and data-handling scope. Review the actual services, access, retention, and contracts. Administrative assistants do not provide clinical, legal, tax, or other professional advice.
How can we evaluate the service?
Review a live demo and agree a pilot with realistic calls, staff ownership, and acceptance criteria. A seven-day trial is advertised for receptionist packages; activation and account terms are confirmed during onboarding.
For an independent reference on evaluating AI risks, see the NIST AI Risk Management Framework.