Setup starts with your real call process. The business should define what the AI can answer, what it should collect, what it can book, and when it should route to a person.
Practical Takeaways
- Write down common questions.
- Confirm scheduling and summary destinations.
- Test routine, urgent, and edge-case calls.
- Adjust the flow before launch.
Recommended Workflow
| Area | Recommended approach | Human handoff |
|---|---|---|
| Routine question | Answer from approved business information | Route if the caller needs advice or an exception |
| Appointment request | Collect details and support scheduling if access is confirmed | Review conflicts, special requests, and edge cases |
| Urgent or sensitive call | Collect minimum details and flag urgency | Staff or owner handles the next step |
What to Avoid
Do not publish claims about promised results, specific accuracy, customer outcomes, compliance status, or universal savings unless KBsolves has documented proof. Use neutral language and clear assumptions.
Related Pages
Review pricing, how setup works, and the FAQ.
Plan the Call Flow First
A strong AI receptionist setup starts with approved answers, routing rules, and human handoff.
See Pricing