Guide 1 · Getting started
Launch your first AI receptionist
A receptionist is the simplest useful agent: it answers, understands why the person called, answers the common questions, and books or routes the rest. Here's the path from a blank workspace to that agent answering real calls.
- 1Start with the widget — it's free and instant. Create an agent (Dashboard → Agents → Create), name it after the job — "Front desk — Sharma Dental" — and attach it to a website widget. The free self-hosted stack (Whisper, Ollama, Kokoro) powers it with nothing to configure.
- 2Write a prompt like a job description. Who the agent is, the business hours, the services and prices it may quote, what it must never promise, and exactly what to do when it doesn't know: take a name and number and promise a callback. The agent follows the prompt literally, so be concrete.
- 3Feed it your facts. Upload your FAQ, price list and policies to the agent's knowledge base. Grounded answers come from retrieval over your documents — an agent without knowledge will improvise, and improvisation is where AI receptionists go wrong.
- 4Set the greeting and test brutally. The greeting is pre-synthesised, so keep it short and warm. Then test in the playground: ask awkward questions, interrupt it mid-sentence (barge-in should feel natural), mumble, go silent. Fix the prompt, not your expectations.
- 5Add the phone when you're happy. Connect your carrier (Twilio, Vonage or a SIP trunk) under Settings → Telephony, attach a number, and point the agent at it. Your receptionist is now answering the real line.
- 6Review like a manager. Every call lands in your dashboard with a transcript, a QA scorecard and extracted action items. Read the first twenty transcripts yourself — that hour teaches you more about prompt-writing than any tutorial.
Stuck on a term? The glossary is written for exactly this guide.