How KBsolves Works

Step 1: Define the Call Flow

Setup starts by documenting what callers usually need and how your business wants those calls handled. This includes services, hours, service area, routine questions, appointment rules, urgency rules, and where summaries should go.

The goal is to decide what the AI can safely answer, what it should collect, what it should book or request, and when it should route the caller to a person.

Step 2: Configure the AI Receptionist

KBsolves configures the greeting, approved answers, intake questions, call routing, summary format, and appointment support based on the approved workflow. Specific integrations are only promised after they are confirmed for the business.

Step 3: Test and Adjust

The business should test common calls before launch: a booking request, a routine question, an urgent call, a call the AI should not answer, and a call that needs follow-up. Testing helps expose missing details before real callers use the flow.

Setup Timing

Setup timing depends on workflow complexity, integrations, business feedback, and how many changes are needed during testing. Simple workflows are faster than multi-location, multilingual, or regulated workflows.

What Changes After Launch?

The call flow can be updated as services, hours, routing, pricing, or policies change. The safest process is to review summaries and caller patterns, then update approved answers and handoff rules as needed.

Phase	Business input	KBsolves work
Discovery	Call types, services, routing rules	Documents the workflow
Configuration	Approves answers and handoff rules	Builds the AI receptionist flow
Testing	Makes test calls and requests edits	Adjusts the flow
Launch	Confirms readiness	Supports the launch process