Set up the AI Receptionist

Before you start

• The AI Receptionist must be on your plan.
• You need a business number with calls turned on in Settings > SMS / Voice Calls: a Wrapstart number or your own number. The shared Wrapstart texting number can't take calls.
• Add your hours in Settings > Business Info so it knows when you're open.

The guided setup

Go to Wrapstart AI and open AI Receptionist. If it isn't set up yet, click Set it up.

1. How it answers: check Your business name (change it in Business info), give it a Name it goes by if you like, and pick a Voice. For the Greeting, start from Friendly, Booking-focused or Short, or click Write one for me. Click Hear it to listen. More options has the language and the longest call.
2. What it handles: choose what happens when someone wants to book: Pencil it in for me to confirm, Book it on my calendar or Just take their details. Tick what it must find out. Choose whether it can Take messages and Text the caller during the call. Under Hand off to a person, choose who picks up and when. Add words that mean a call is urgent under Urgent calls. Under How you hear about it, choose email or text for urgent calls, bookings and messages, and a summary of every call.
3. What it knows: check what it has to go on and the rules you taught the Lead Agent, and add anything else in your own words.
4. Go live: choose When it picks up, try a test call, then click Turn it on.

When it picks up

• When nobody picks up: your phones ring first, and the AI takes only the calls you miss. You choose how many seconds it waits.
• When you're closed: your team answers during business hours and the AI answers outside them.
• Every call: the AI answers straight away.

With When you're closed or Every call, you can turn on Existing customers ring through so callers who are already customers reach your phones. It matches the caller's number against your customers, not your leads.

Test call

In the Go live step, type your mobile number under Try it and click Call me now. Use a mobile, not your business line. Once it's on, you can also click Test call at the top of the AI Receptionist page.

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