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First-Time Setup: The Complete Path

: The full journey from signup to a live AI Receptionist, with links to every step.

Updated 9/17/2026

This is the full journey from signup to a live AI Receptionist, linking every step covered elsewhere in this Help Center. 1. Create your account. 2. Verify your email address. 3. Log in and land on your Overview dashboard. 4. Set up your Knowledge Base (business info, FAQs, documents). 5. Configure your AI Receptionist (tone, voice, language, escalation rules). 6. Connect Google Calendar for automated booking. 7. Install the chat widget on your website. 8. Purchase and connect a phone number to your AI agent. 9. Test your AI with a call. 10. Turn your AI Receptionist Status on to go live. 11. Monitor calls, chats, and appointments from Overview, Call Logs, and Appointments.