How to Set Up an AI Receptionist in 5 Steps
· 4 min read · By the Orahz team
Setting up an AI receptionist is mostly about preparing your information. Follow these five steps and you can have an agent answering real customers within days.
Step 1: Write down what customers ask
List the questions you get most: prices, timings, services, location, booking. These become the knowledge your agent needs.
Step 2: Build your catalogue
Put your products and services, with prices and short descriptions, in one table. Add the names customers use, including in their own language, and mark anything that is unavailable.
Step 3: Choose languages and tone
Pick the languages your customers use and a tone that suits your brand: polite, friendly or professional. Decide what the agent must never say, such as discounts or medical advice.
Step 4: Connect your number and your team
Connect your phone line or WhatsApp Business account, and decide where enquiries go: email or your CRM. Set who takes over when the caller asks for a person.
Step 5: Test with real calls, then go live
Call the agent yourself, in each language, with the questions your customers ask. Fix anything that is wrong, then switch it on, perhaps only after hours at first. Review the first week's conversations and adjust.