Setup review checklist
Set up the AI receptionist, then prove the complete call path
New activation, booking writes, and automated customer texts are paused during production verification. You can still review what Ava should know and save a setup for a later reviewed activation.
- 1
Review the imported business facts
Confirm the business name, services, hours, location or service radius, and exclusions. Remove anything scraped from the website that is stale or ambiguous.
- 2
Add answers the receptionist may use
Review imported Q&A and add factual answers for common caller questions. Keep prices, availability, and policies out unless the answer is current and approved.
- 3
Review time capture, transfer, and account delivery
Calendar booking writes and booking-link texts are paused. Review how Ava captures a preferred time, set the daytime transfer number and optional active-hazard after-hours number, and use the secure dashboard plus account-email fallback for actionable calls.
- 4
Plan adversarial test calls
Plan a normal lead, a correction, an unsupported service, an urgent safety situation, Spanish, a transfer request, and an appointment for the separately reviewed activation.
- 5
Document the future line-verification path
Automatic forwarding probes and new activation are paused. Review current carrier or VoIP instructions, plan an outside-phone call for later activation, and document how to turn forwarding off.
Need help with a specific setup?
Read the provider guides for current constraints, or email support with the phone provider, account plan, and the point where the route fails. We do not promise a fixed appointment or same-day response on this page.