The wizard builds a receptionist in five short steps. Everything can be changed later in its Settings. You need an administrator role.
Open the wizard
- Go to AI Receptionist → My Assistants.
- Click Create Receptionist.
Step 1: Basic Info
- Receptionist Name — for you only; callers never hear it.
- Service tier — which voice AI answers the call:
- Standard (default) — natural voice, English and Canadian French. Included with your plan.
- Standard Plus — the same voices with a stronger reasoning model. Uses your plan minutes 1.75× faster.
- Conversational — a single speech-to-speech model with very little delay. English only.
- Conversational Plus — the most capable speech-to-speech model. Uses your plan minutes 1.25× faster. English only.
- Cross-border data acknowledgment — required on every tier. Next stays disabled until you tick it.
Step 2: Voice & Language
Pick the language, then a voice. Changing the tier or language resets the voice, so pick the voice last. See Choosing a Voice for Your AI Assistant.
Step 3: Messages
- Greeting Message — the first thing every caller hears after the automated-assistant notice.
- Fallback Message — spoken when the receptionist cannot take or continue a call. Keep it short and tell the caller what happens next, for example "One moment while I connect you to our team."
Both are required.
Step 4: Capabilities
Transfer Calls, Take Messages, Schedule Appointments and Qualify Leads. Turn on only what you have set up.
Step 5: Review
Check the summary and click Create Receptionist. It appears in the list switched off; it answers nothing until you give it a number and activate it.
Quicker: build it from your website
On the list page choose Import from Website. Enter your address, choose how many pages to analyse and click Analyze Website. Review and edit the draft — greeting, after-hours message, knowledge items, lead questions — then Create AI Receptionist.
Two things to know:
- You can analyse a website ten times in fifteen minutes; after that, wait.
- Phone numbers found on your website are shown as suggested transfer destinations. They are not created for you — add the ones you want on the Transfers page. If a receptionist was drafted for you during account setup, numbers from your site appear on its Transfers page switched off and marked Awaiting review; nothing is transferred to them until you press Enable.