https://aireceptionist.com/set-up https://aireceptionist.com/video/setup/knowledge-base.jpg aiReceptionist set-up, step 2: Give your AI receptionist the answers The knowledge base is pasted in and saved. Then the FAQs go in one at a time. The examples typed here are discounts, seasonal hours, call backs and pricing. https://aireceptionist.com/video/setup/knowledge-base.mp4 151 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/video/setup/persona.jpg aiReceptionist set-up, step 3: Give aiReceptionist a persona A persona gets a profile name, an agent name, a role, instructions and a tone. One instruction is do not promise a callback time. https://aireceptionist.com/video/setup/persona.mp4 119 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/video/setup/workflow.jpg aiReceptionist set-up, step 4: Build the workflow A new workflow gets a name and a description of the business. On the canvas, Start holds the greeting and the next node collects the caller’s details. A condition sends urgent calls to a person and the rest to End. https://aireceptionist.com/video/setup/workflow.mp4 222 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/video/setup/ai-actions.jpg aiReceptionist set-up, step 6: Let AI text a link or transfer calls A transfer target takes a label, a type and a trigger. Cold hands the call straight over. Warm tells the person who is calling and why. Then a Global Tool is set up to transfer urgent callers. https://aireceptionist.com/video/setup/ai-actions.mp4 173 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/video/setup/phone-number.jpg aiReceptionist set-up, step 7: Pick the number aiReceptionist answers on Validate checks the workflow, and it goes live. To change it later, duplicate it to edit, and compare versions in the history. Then the number is pointed at the live workflow and saved. https://aireceptionist.com/video/setup/phone-number.mp4 51 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/video/setup/message-delivery.jpg aiReceptionist set-up, step 9: Choose where messages go Processing decides what each message carries. The call summary, sentiment, unanswered questions and structured data are turned on here. A text summary after the call needs the caller’s consent. https://aireceptionist.com/video/setup/message-delivery.mp4 48 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/features/workflow-builder https://aireceptionist.com/video/features/creating-a-workflow.jpg Creating a workflow in the aiReceptionist portal A new workflow starts from a blank canvas or from Auto Generate. The workflow description and business context are what the generator reads. Naming it takes a moment, and a draft lands in the Workflows list. https://aireceptionist.com/video/features/creating-a-workflow.mp4 81 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/features/smart-transfers https://aireceptionist.com/video/features/cold-and-warm-transfer.jpg Cold and warm transfer in the aiReceptionist portal A transfer target takes a label, a type and a trigger. Cold hands the call over with no introduction. Warm tells the recipient who is calling and why. An urgency field decides which calls go to a person. https://aireceptionist.com/video/features/cold-and-warm-transfer.mp4 84 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/features/portal-access https://aireceptionist.com/video/features/knowledge-base-and-faqs.jpg Knowledge base and FAQs in the aiReceptionist portal Call Handling holds two screens. The knowledge base is the general information your receptionist draws on. FAQs are the questions and answers themselves. Here the knowledge base is pasted in and saved. https://aireceptionist.com/video/features/knowledge-base-and-faqs.mp4 69 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/features/recordings https://aireceptionist.com/video/features/the-recording-announcement.jpg The recording announcement in the aiReceptionist portal The Start node holds the greeting callers hear first. Below it sits the recording announcement, a separate switch from the AI disclosure. Turned on, every call opens with a line saying it may be recorded. https://aireceptionist.com/video/features/the-recording-announcement.mp4 57 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/features/agent-persona https://aireceptionist.com/video/features/the-agent-persona.jpg The agent persona in the aiReceptionist portal A persona is a profile name, an agent name, a role, instructions and a tone. The instructions here say what to collect and what to avoid. One of them is do not promise a call back time. https://aireceptionist.com/video/features/the-agent-persona.mp4 119 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/features/caller-memory https://aireceptionist.com/video/features/customer-memory-and-go-live.jpg Customer memory, then go live in the aiReceptionist portal Customer memory keeps a window and a cap. The defaults chosen here are thirty days and ten entries. Validate checks the workflow, and the draft becomes live. After that, editing means duplicate to edit. https://aireceptionist.com/video/features/customer-memory-and-go-live.mp4 55 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/features/post-call-summary https://aireceptionist.com/video/features/post-call-processing.jpg Post-call processing in the aiReceptionist portal Voice selection comes first, then the Processing tab. Call summary, sentiment and highlights, detect unanswered questions and extract structured data each have a switch. An SMS summary is there too, gated on caller consent. https://aireceptionist.com/video/features/post-call-processing.mp4 48 2026-10-07T07:14:00-04:00 yes https://aireceptionist.com/features/unanswered-questions https://aireceptionist.com/video/features/adding-faqs.jpg Adding FAQs in the aiReceptionist portal FAQs go in one at a time, or arrive as a CSV upload. The examples typed here are discounts, seasonal hours, call backs and pricing. Each answer closes a gap a caller would otherwise hit. https://aireceptionist.com/video/features/adding-faqs.mp4 74 2026-10-07T07:14:00-04:00 yes