Updated on 29 May 2026

If you caught our last post, you’ll know we recently launched our brand new AI Receptionist. It’s designed to make sure you never miss a customer call, answering the phone for you and delivering comprehensive help to your customers 24/7. It helps you ditch those clunky "press 1 for sales" phone menus and give your customers a fluid, natural conversation every time they call.

AI Receptionist handles multiple calls at once, answers complex questions, and acts as a 24/7 front-of-house for your business. Best of all? It’s completely GDPR-compliant, meaning you can trust it to handle your customer data securely.

It’s entirely hassle-free to set up and doesn’t require any technical knowledge. In fact, you can have a fully customised, brand-aligned answering service ready to go in under 15 minutes.

Here’s exactly how easy it is to get set up.

Phase 1: The basics

Getting the foundation of your AI Receptionist built takes just a few clicks.

  • Choose your package: Start by picking the plan that fits your business volume – Lite, Plus, or Unlimited.
  • Scan your website: Simply drop in your website URL. The AI will analyse your site so it understands exactly what your business does.
  • Set your greeting and email: Write a quick opening greeting for your callers, and enter the email address where you want all your call summaries sent.
  • Make a test call: You can make a test call to hear the basics in action and make sure you’re happy with the foundation.

Phase 2: Give it a personality

Now it's time to make the AI sound exactly like your brand.

  • Name and voice: Choose a name for your receptionist and select a voice that fits the vibe of your business.
  • Multilingual support: Select the languages you want your receptionist to be able to understand and speak, so it can switch between them seamlessly when necessary during a call.
  • Define its behaviour: Just like prompting an AI chatbot, you can give your AI Receptionist strict instructions. Tell it what tone to use, how to react to certain questions, and exactly how it should behave on the phone.
  • Perfect the pronunciation: Got a tricky brand name or an industry acronym? You can tell the AI exactly how to pronounce specific words so it always sounds professional.

Phase 3: Build its brain

Your website is a great start, but you can feed your AI Receptionist even more specific information to make it a true expert on your business.

  • Add specific knowledge: Upload specific product information, company policies, or unique FAQs that might not be obvious from your website alone.
  • Capture the right details: Tell your Receptionist exactly what information to collect from callers. Whether you need their full name, an order number, or the specific department they are trying to reach, the AI will make sure to grab it before hanging up.
  • Smart call routing: Set up specific forwarding email addresses or phone numbers. If a customer has a highly complex issue that the AI can't resolve, it knows exactly where to send them next.

Phase 4: Connect your tools

This is where the AI Receptionist goes from a simple answering service to an absolute powerhouse for your workflow.

  • Book appointments instantly: Link your chosen calendar provider, like Cal.com or Calendly. When a customer calls to book a slot, the AI will check your real-time schedule and lock in the appointment right there on the call. This is available on both the Plus and Unlimited packages.
  • Connect external APIs: You can also connect external APIs to help your Receptionist look up live data or trigger background workflows while it chats with the customer. This is only available on the Unlimited package.

Phase 5: Test and go live

The best part about the setup process is that you can make a test call after every single tweak. Changed the voice? Do a test call. Updated the calendar link? Do a test call.

Once you are completely happy that the voice, introduction, and knowledge are perfectly aligned with your brand, all you have to do is hit 'Activate' at the top of the screen. Just like that, your AI Receptionist is live and ready to take its first call.

Try it out for yourself 

Ready to stop missing calls? We're offering a 1-month free trial across our Lite, Plus, and Unlimited packages so you can see exactly how it works completely risk-free. Head over to our website to choose your package.

And if you have any questions or need a hand, our team is available 24/7 to help. Give us a call on 0333 0142 700 or message us via live chat.