Setup checklist for new receptionists

The setup checklist

After creating a new receptionist, it starts in Draft status. The agent overview page shows an interactive setup checklist to help you get it live.

Required steps

These must be completed before your agent can take real calls:

1. Add a phone number - Go to Channels > Phone to provision or assign a number.

2. Make a test call - Use the built-in Test Call feature to verify your agent responds correctly.

3. Deploy your receptionist - Click the Deploy button to change status from Draft to Active.

Recommended steps

These improve your agent's capabilities:

1. Connect a calendar - If appointment booking is enabled, link Google Calendar or Microsoft Outlook so the agent checks real availability.

2. Customize voice and language - Choose a voice, accent, and language for your agent.

3. Add knowledge content - Upload documents (FAQs, pricing sheets, policies) so the agent can reference them during calls.

Draft vs. Active

• Draft agents show the setup checklist and do not receive calls.

• Active agents show a KPI dashboard (calls, duration, bookings, escalation rate) and accept incoming calls.

Urgency alerts

If your agent configuration has issues, you will see alerts on the overview page:

• Calendar not connected (needed for appointment booking)

• Menu empty (needed for voice ordering)

• WhatsApp not enabled (needed for messaging follow-ups)