ReceptAI™ Setup Intake

6-Step Setup — Tell Us How You Want Calls & Messages Handled

This quick intake configures your ReceptAI receptionist. You can define roles, departments, or specific people (e.g., “Sales,” “Billing,” “Office Manager,” “Mike”). Nothing is hardcoded to our services.

Takes ~3–5 minutes
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Step 1 — Business & Primary Contact

Required basics so we can activate your receptionist correctly.
Step 1 of 6
Helps ReceptAI speak your language and route inquiries properly.
Progress: 0%
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What this intake sets up

So the demo behaves like a real receptionist.
  • Answering behavior (greeting, tone, guardrails)
  • Routing by real-world roles or people (Sales, Billing, “Mike”)
  • Notifications when messages are captured
  • Hours + after-hours logic (optional)

No hardcoded departments

This form now captures routing the way real businesses operate — so your partners don’t feel like they’re selecting “our services.”

Future-proof

These routing entries can later power: call forwarding, escalation, voicemail rules, and time-based routing—without redesigning the intake again.