← bizbot Home | All Guides
Setup Guide
AI Receptionist
Your 24/7 voice agent — answers calls, captures leads, and never misses a customer.
Estimated Setup Time
15–30 minutes (your part)
Who Does the Work
bizbot team handles the tech
Go-Live Timeline
24–48 hours after info submitted

What You'll Need Before We Start

  • Your business name, address, and main phone number
  • Your business hours (including holidays or special hours, if any)
  • A list of the services you offer (even a rough bullet list is fine)
  • Your top 5–10 frequently asked questions and their answers
  • The name of whoever the agent should "transfer" callers to if needed
  • Any specific phrases or greetings you'd like the agent to use
💡
Don't overthink it. You don't need a perfectly polished document. A few bullet points typed out in an email to us is totally fine. We'll shape everything from there.

Step-by-Step Setup

1

Send Us Your Business Info

Email your business details to hello@bizbottech.com with the subject line: "AI Receptionist Setup – [Your Business Name]". Include everything from the checklist above.

  • Attach or paste your FAQ answers (even a rough draft works)
  • Include your exact business hours (e.g., "Mon–Fri 8am–6pm, Sat 9am–1pm, closed Sundays")
  • List every service you offer, even if it's just a few words each
  • Let us know the preferred name/greeting for the agent (e.g., "Hi, thanks for calling Smith Plumbing!")
📸 Screenshot of your sent email to hello@bizbottech.com with your business info
2

bizbot Builds Your Agent

Once we receive your info, our team sets up and trains your AI receptionist. This usually takes 24–48 hours. We'll email you when it's ready to test.

  • We program the agent with your business info, hours, and FAQs
  • We set up call routing so the agent can take messages or transfer calls
  • We do internal testing before handing it to you
No action needed from you during this step. Just keep an eye on your inbox — we'll ping you when your agent is live and ready to test.
3

Test Your Agent by Calling In

We'll send you a test number. Call it like a real customer would — try different questions, ask about your services, and pretend to be someone who's never heard of your business.

  • Call from your personal cell so it feels like a real customer experience
  • Ask your most common customer questions
  • Try asking something the agent might not know — see how it handles it
  • Test your business hours question ("Are you open on Saturday?")
📸 Screenshot of your call log showing the test call to your AI agent number
Tip: Write down anything that sounds off or any question it didn't answer well. You'll send this to us in the next step.
4

Review Your First Week of Call Summaries

After go-live, you'll receive daily email summaries of every call your AI agent handled. Each summary shows you who called, what they asked, and what the agent said.

  • Check your inbox each morning for the previous day's call recap
  • Look for any calls that were handled poorly or went off-track
  • Note any new questions customers asked that weren't in your original FAQ
  • Flag any calls that needed a human but didn't get transferred
📸 Screenshot of a sample call summary email from bizbot showing caller info and conversation recap
5

Send Us Your Feedback for Fine-Tuning

After your first full week, email us anything the agent got wrong or could do better. We'll update the agent — usually within 24 hours.

  • Reply to your weekly summary email, or email hello@bizbottech.com directly
  • Tell us specific calls that didn't go well (date/time helps us find them)
  • Add any new FAQs you want the agent to know
  • Let us know if you want the agent's tone adjusted (friendlier, more professional, etc.)
💡
Ongoing tuning is included. You can send feedback anytime — not just during week one. The agent keeps getting smarter the more feedback you give us.

What Happens After Setup

Day 1

Your AI receptionist goes live and starts answering calls 24/7. Every call is logged and summarized.

Daily

You receive a call summary email each morning with a recap of the previous day's calls and any messages taken.

Week 1

After the first week, send us your feedback. We'll tune the agent based on real call data from your customers.

Ongoing

The agent handles routine calls automatically. You focus on actually serving customers, not answering the same questions over and over.

Get Free Audit 📞 Call Now