Guide · Setup
How to Set Up an AI Receptionist
Updated August 2026 · 5 min read
The short version
Setting up an AI receptionist is mostly filling in a form, not a tech project. You start a trial, tell it about your business, connect your calendar, set a greeting, and forward your phone to it. With a modern platform you can be live in under an hour — no new number, no code, no installer. Below is the exact order to do it in.
On this page
An AI receptionist is software that answers your phone in a natural voice, answers routine questions, and books appointments on the call. If you're wondering whether it can really handle your calls, start with our explainer on whether AI can answer business calls. This guide assumes you're past that question and ready to set one up. The good news: it's far simpler than most people expect. Here's exactly how to do it.
What you need before you start
You don't need any special equipment or technical help. Have these few things handy and setup goes quickly:
- Your business basics — name, hours, and the services you offer with their prices.
- The calendar you book into (a Google Calendar or a scheduling tool), so appointments land in the right place.
- Access to your phone settings — your carrier or VoIP app — so you can forward calls.
- Answers to the questions callers ask most, like parking, cancellation policy, or what to bring.
That's it. If you can fill out an online profile, you can set up an AI receptionist.
The setup, step by step
1. Start a trial and create your account
Sign up and start a free trial — with VoxiQa that's 14 days, no contract, and no card gymnastics. You'll land in a dashboard that walks you through the rest. There's nothing to download.
2. Tell it about your business
This is the part that matters most, and where you'll spend the bulk of your time. Enter your business name, hours, and services with prices, then add the answers to your most common questions. This becomes the knowledge base the receptionist speaks from, so the more accurate it is, the more it sounds like you. You can always refine it later.
3. Connect your calendar
Link the calendar you want appointments booked into. Once connected, the receptionist checks your real availability during a call and books, reschedules, or cancels in real time — then sends a confirmation. This is what turns it from a message-taker into something that actually fills your schedule.
4. Set your greeting and pick a voice
Choose how the receptionist answers — the exact opening line callers hear — and select a voice that fits your brand. Keep the greeting short and in your business's name. If you take calls in more than one language, set that here too.
5. Point your phone number at it
You keep your existing number. In your carrier or VoIP settings, forward calls to the receptionist. You choose the rule: send every call, or only the ones you'd otherwise miss — after hours, when the line is busy, or when no one answers within a few rings. No porting, no new number to advertise.
6. Make a test call
Call your own number and run through a normal booking, a question, and something a little tricky. Listen to how it handles each, then tweak the greeting or an answer if needed. Two or three test calls are usually enough to feel confident before real callers reach it.
How long it really takes
End to end, a first-time setup commonly takes well under an hour, and most of that is step 2 — entering your services and prices. Connecting a calendar is a few clicks, the greeting takes a minute, and call forwarding is a quick change in your phone settings. If your service list is long or your policies are detailed, budget a little extra for the knowledge base; everything else is fast. For a walkthrough of how the pieces fit together, see how VoxiQa works.
Set yours up today
VoxiQa is a 24/7 AI receptionist that answers every call, sounds remarkably human, and books appointments in real time — live in under an hour, free for 14 days, no contract. Start a trial, or see how it's tuned for your industry.
Start your 14-day free trialWhat to do after it goes live
Setup gets you answering calls; a short tuning pass makes it sound like your business. In the first week, review the transcripts of real calls — most platforms give you a full record of every conversation. Watch for questions the receptionist fumbled or answers that were a little off, and update the knowledge base. Check that bookings are landing correctly on your calendar, and confirm your escalation rule works: when a call is urgent or out of scope, it should hand off to you with the caller's details. A few small adjustments in week one is normal, and after that it mostly runs itself.
Frequently asked questions
How long does it take to set up an AI receptionist?
With a modern platform you can be live in under an hour. Most of that time is spent telling it about your business — your services, hours, and prices — and connecting your calendar. Pointing your existing phone number at it takes only a few minutes.
Do I need a new phone number for an AI receptionist?
No. You keep your existing number and forward calls to the AI receptionist — either every call, or only the ones you miss, such as after hours, when the line is busy, or when no one picks up. There is no porting required.
Do I need technical skills to set up an AI receptionist?
No. A good AI receptionist is configured through a simple dashboard: you fill in your business details, connect a calendar with a few clicks, and set your greeting. There is nothing to code or install.
What should I do after the AI receptionist goes live?
Make a few test calls, then review the transcripts of real calls during the first week. Adjust the answers, greeting, or escalation rules where needed. Setup gets you live; a short tuning pass makes it sound like your business.