How to Set Up an AI Receptionist in 15 Minutes (Step-by-Step Guide)

Set up an AI receptionist in 15 minutes by choosing a provider, connecting a phone number, writing a greeting script, and going live. A 2025 Clutch survey found that 62% of small businesses lose customers because nobody answers the phone. An AI receptionist eliminates that problem for a fraction of what a human receptionist costs.

This guide walks through every step of the AI receptionist setup process. If you want everything you need to know about AI receptionists before diving in, start there. You will go from zero to a fully operational AI phone agent by the end of this page. Kai Calls serves as the example throughout because its setup takes 15 minutes or less, but the principles apply to any provider you choose.

What this guide covers: choosing a provider, setting up a phone number, writing greeting scripts, configuring business hours, integrating your CRM, testing calls, and going live -- plus common mistakes and what to expect in your first week.

What You Need Before Starting
Step 1: Choose Your AI Receptionist Provider
Step 2: Create Your Account and Business Profile
Step 3: Set Up Your Phone Number
Step 4: Write Your Greeting Script
Step 5: Configure Business Hours and Routing
Step 6: Set Up Follow-Up Emails
Step 7: Connect Your CRM
Step 8: Test Your AI Receptionist
Step 9: Go Live and Forward Your Calls
Step 10: Monitor Performance in Week 1
Common AI Receptionist Setup Mistakes
What to Expect in Week 1
FAQ

What You'll Need Before Starting

Gather these items before starting the AI receptionist setup process. Our AI receptionist setup guide covers a quick-start version, but the full walkthrough below cuts the setup time from 30 minutes to under 15.

Required:

A business phone number (existing landline, VoIP, or mobile)
Your business name, address, and hours of operation
A list of 5-10 common questions callers ask your front desk
An email address for receiving call notifications
A credit card for your subscription

Recommended:

Your CRM login credentials (HubSpot, Salesforce, or similar)
A written call flow document showing how calls currently route
Your current voicemail greeting text (to maintain consistency)
Staff names and extensions for call transfers

Optional:

A dedicated phone number for the AI receptionist (providers like Kai Calls provision one for you)
Custom hold music or branded audio files
Integration API keys from your scheduling software

[Visual suggestion: Checklist infographic showing all items above with checkbox icons. Title: "AI Receptionist Setup Checklist -- Have These Ready."]

Step 1: Choose Your AI Receptionist Provider

Compare providers based on five factors: call quality, integration options, pricing transparency, setup speed, and industry specialization.

The AI receptionist market has grown to over 40 providers as of 2026. Not all of them handle complex conversations well. Some read from rigid scripts. Others use large language models (LLMs) that adapt to unexpected questions in real time.

Key Evaluation Criteria

Factor	What to Look For	Red Flag
Voice quality	Natural-sounding, low latency (<500ms)	Robotic tone, long pauses
Conversation handling	Handles follow-up questions, interruptions	Only answers scripted FAQs
Integrations	CRM, calendar, email built in	"Coming soon" on everything
Pricing	Per-minute or flat monthly, no hidden fees	Per-call pricing, setup fees
Setup time	Under 30 minutes, self-service	Requires onboarding calls, weeks of setup

Kai Calls uses Vapi's voice AI infrastructure combined with custom business logic. Kai Calls handles call answering, appointment booking, follow-up emails, and lead capture in a single platform. The setup takes 15 minutes because the AI agent auto-generates its conversation script from your business profile. You can view pricing plans to compare tiers before signing up.

Choose a provider that specializes in your industry. Law firms, dental offices, and home service companies all have different call patterns. A provider that understands legal intake calls will outperform a generic chatbot product for a law firm, for example.

[Visual suggestion: Side-by-side comparison table showing 3-4 providers with feature checkmarks. Kai Calls highlighted as recommended option.]

Step 2: Create Your Account and Business Profile

Sign up and complete your business profile by entering your company name, industry, address, operating hours, and the services you offer.

Open kaicalls.com and click "Get Started." The signup takes 2 minutes. Enter your business name, select your industry category, and add your address. Kai Calls uses this information to train the AI receptionist on how to answer questions about your business.

Fill In Your Business Details

Provide these three categories of information:

Identity -- business name, address, phone, website, and industry category
Services -- a list of what you offer, including pricing ranges the AI can quote
Policies -- cancellation rules, accepted payment methods, insurance providers (for medical or legal), and any disclaimers

The more detail you provide, the better the AI handles caller questions. A law firm that lists "personal injury, family law, estate planning" as services gets an AI receptionist that can route intake calls to the right attorney. A dental office listing "cleanings, crowns, emergency visits" gets an AI that books the right appointment type.

[Visual suggestion: Screenshot of the Kai Calls business profile form with fields filled in for a sample law firm.]

Step 3: Set Up Your Phone Number

Assign a phone number to your AI receptionist by provisioning a new number or forwarding your existing business line.

Kai Calls offers two options:

Provision a new number -- Select a local or toll-free number from the dashboard. The number activates instantly. Use this as your main business line or as an overflow number.
Forward your existing number -- Keep your current business number and set up call forwarding to route calls to the AI receptionist. Forward all calls, or forward only when the line is busy or unanswered.

Call Forwarding Setup by Carrier

Carrier	Forward All Calls	Forward When Busy/Unanswered
AT&T	Dial `21[number]#`	Dial `61[number]#`
Verizon	Dial `*72` then the number	Dial `*71` then the number
T-Mobile	Dial `*21[number]#`	Dial `*61[number]#`
VoIP (RingCentral, Vonage)	Set in admin portal under Call Routing	Set in admin portal under Call Rules

Most businesses start with the "forward when unanswered" option. This approach lets staff answer calls during business hours and the AI receptionist picks up after 3-4 rings. Switch to "forward all calls" when you want the AI handling every call, which is common for after-hours coverage.

[Visual suggestion: Flowchart showing call routing: Caller dials business number -> Rings 3 times -> No answer -> Forwards to AI Receptionist -> AI answers, captures info, emails summary.]

Step 4: Write Your Greeting Script

Create a natural greeting script by starting with your business name, stating what the AI can help with, and asking an open-ended question.

The greeting script is the first thing callers hear. Get this right and callers engage naturally. Get it wrong and they hang up within 5 seconds.

Greeting Script Formula

Use this three-part structure:

Identify -- "Thank you for calling [Business Name]."
Orient -- "I can help you with [2-3 common requests]."
Engage -- "How can I help you today?"

Example Greeting Scripts by Industry

Law firm:

"Thank you for calling Smith & Associates. I can help you schedule a consultation, get information about our practice areas, or connect you with an attorney. How can I help you today?"

Dental office:

"Thank you for calling Bright Dental. I can help you book an appointment, check our hours, or answer questions about our services. What can I do for you?"

Home services:

"Thank you for calling Ace Plumbing. I can schedule a service visit, provide a general estimate, or connect you with a technician. How can I help?"

What to Avoid in Greeting Scripts

Long disclaimers at the start -- callers tune out after 8 seconds
"Please listen carefully as our menu options have changed" -- AI receptionists do not use menus
Overpromising -- do not claim the AI can do things you have not configured
Robotic language -- "Your call is important to us" triggers an instant negative reaction

Kai Calls auto-generates a greeting script from your business profile. Edit the generated script in the dashboard to match your brand voice. The AI uses the greeting as a starting point and then adapts its responses based on what the caller says.

[Visual suggestion: Screenshot of the Kai Calls script editor showing the greeting text field with a sample law firm greeting.]

Step 5: Configure Business Hours and Routing

Set your operating hours and call routing rules so the AI receptionist behaves differently during business hours, after hours, and on holidays.

Business Hours Configuration

Define three time blocks:

During hours -- AI answers and can transfer to staff, book appointments, or take messages
After hours -- AI answers, takes messages, captures lead information, and sends follow-up emails
Holidays -- AI uses a special greeting ("We're closed for [holiday] and will return on [date]") and captures urgent requests

Kai Calls lets you set different behaviors per time block. During business hours, the AI receptionist might try to transfer the caller to a live person first. After hours, the AI handles the full conversation and emails a summary to the business owner.

Call Transfer Rules

Configure transfers based on caller intent:

Caller Intent	Action
Wants to speak with a specific person	Transfer to that extension
Emergency or urgent matter	Transfer to on-call number
General inquiry	AI handles fully
Wants to book appointment	AI books via calendar integration
Existing client follow-up	AI takes message, flags as priority

Set a fallback rule for calls the AI cannot handle. Route these to a voicemail box or a specific staff member. Kai Calls flags unresolved calls in the dashboard so you can follow up manually.

Step 6: Set Up Follow-Up Emails

Enable automatic follow-up emails so every caller receives a written summary within minutes of hanging up.

Follow-up emails solve a critical problem: callers forget 50% of what was discussed within one hour, according to research by the American Psychological Association. An email recap keeps the conversation alive and moves prospects toward conversion.

Kai Calls generates follow-up emails automatically after each call. The AI writes a personalized email based on the call transcript, including:

A thank-you for calling
A summary of what was discussed
Next steps (appointment confirmation, pricing information, or documents requested)
Contact information for follow-up questions

Configuration Steps

Connect your email -- Link your business Gmail, Outlook, or SMTP account in the Kai Calls dashboard
Set approval mode -- Choose "auto-send" to send emails immediately or "manual approval" to review each email before it goes out
Customize the template -- Add your logo, signature, and any standard disclaimers
Set timing -- Most businesses send follow-up emails within 5 minutes of the call ending

Start with manual approval for the first week. Review the AI-generated emails to make sure the tone and content match your expectations. Switch to auto-send once you are confident in the output quality.

[Visual suggestion: Example of an auto-generated follow-up email showing the business logo, personalized greeting, call summary bullets, and CTA button.]

Step 7: Connect Your CRM

Integrate your CRM so every call automatically creates or updates a contact record with the caller's information, call notes, and lead score.

Kai Calls connects with major CRM platforms including HubSpot, Salesforce, Zoho, and Clio (for law firms). The integration pushes data in real time. A full guide on CRM integration options and setup is available at /guides/crm-integration.

What Gets Synced to Your CRM

Data Field	Source	Example
Contact name	Extracted from call	"John Smith"
Phone number	Caller ID	"(555) 123-4567"
Email address	Stated during call	"john@smithlaw.com"
Company	Extracted from call	"Smith & Associates"
Call summary	AI-generated	"Interested in estate planning consultation"
Lead score	AI-assessed	8/10 (hot lead)
Next action	AI-recommended	"Send pricing, schedule consultation"

CRM Integration Steps

Open the Integrations tab in your Kai Calls dashboard
Select your CRM from the list of available integrations
Authenticate by entering your CRM API key or logging in via OAuth
Map fields -- match Kai Calls data fields to your CRM fields
Enable sync -- choose real-time or batch (every 15 minutes)
Test -- make a test call and verify the contact appears in your CRM

Skip this step if you do not use a CRM yet. Kai Calls stores all call data and lead information in its own dashboard. You can export this data later or set up a CRM integration at any time. For a detailed CRM integration walkthrough, see our companion guide covering field mapping, sync options, and troubleshooting.

Step 8: Test Your AI Receptionist

Test your AI receptionist by calling the number yourself and running through five specific scenarios before going live.

Testing catches configuration errors that would frustrate real callers. Spend 10-15 minutes on testing. The time investment prevents embarrassing mistakes on day one.

Five Test Scenarios to Run

Basic inquiry -- Call and ask a simple question about your business hours or services. Verify the AI answers correctly.
Appointment booking -- Request an appointment and confirm the AI offers the right time slots and books correctly.
Off-script question -- Ask something unusual that is not in your FAQ list. Check whether the AI handles it gracefully or gets stuck.
Transfer request -- Ask to speak with a specific person. Verify the call transfers to the right number.
After-hours call -- Call outside business hours and confirm the after-hours greeting plays and the AI captures your information.

What to Listen For

Response time -- The AI should respond within 1-2 seconds. Longer pauses feel unnatural.
Accuracy -- Business name, hours, and service descriptions should be correct.
Tone -- The voice should sound professional and friendly, not robotic.
Recovery -- When the AI does not understand something, it should ask for clarification instead of repeating itself.

Fix any issues in the Kai Calls dashboard before proceeding. Common fixes include updating business hours, adding missing FAQ answers, and adjusting the greeting script. Most adjustments take under 2 minutes.

[Visual suggestion: Checklist graphic showing the 5 test scenarios with pass/fail checkboxes next to each one.]

Step 9: Go Live and Forward Your Calls

Go live by activating call forwarding from your business phone to the AI receptionist number.

Start with a soft launch if you want to minimize risk. Forward only after-hours calls for the first 3-5 days. Monitor performance, review call transcripts, and adjust the AI's responses. Then switch to full forwarding once you are confident.

Soft Launch Schedule

Day	Setup	Purpose
Days 1-3	After-hours calls only	Test with low-stakes calls
Days 4-5	After-hours + overflow (busy/unanswered)	Expand coverage gradually
Day 6+	All calls (or keep overflow-only)	Full deployment

Go-Live Checklist

Activate call forwarding using the carrier codes from Step 3
Notify your team that an AI receptionist is handling calls
Set up dashboard alerts to get notified of missed transfers or unresolved calls
Bookmark the Kai Calls dashboard for quick access to call logs and transcripts
Schedule a review for the end of week 1 to evaluate performance

The AI receptionist handles calls immediately after forwarding is activated. There is no warmup period. The first call that forwards to your Kai Calls number gets the full AI experience.

Step 10: Monitor Performance in Week 1

Review your AI receptionist's performance daily during week 1 by checking three metrics: answer rate, caller satisfaction, and lead capture rate.

Kai Calls provides a real-time dashboard showing every call, its transcript, the AI's responses, and the outcome. Use this data to fine-tune your setup.

Key Metrics to Track

Metric	Target	How to Improve
Answer rate	100% of forwarded calls	Check forwarding is active
Average call duration	60-120 seconds	Adjust script length
Lead capture rate	80%+ of new callers	Add more qualifying questions
Caller satisfaction	No hang-ups in first 10 sec	Improve greeting script
Transfer success	95%+ when requested	Verify extension numbers
Follow-up email sent	100% of qualified calls	Check email integration

Review call transcripts daily during the first week. Look for moments where the AI struggled, answered incorrectly, or missed an opportunity to capture information. Each transcript is a training opportunity. Update your business profile and FAQ answers based on what callers actually ask.

Common AI Receptionist Setup Mistakes

Avoid these five mistakes that cause most AI receptionist implementations to underperform in the first month.

1. Writing a Greeting That Is Too Long

Greetings longer than 15 seconds cause callers to hang up. Keep the greeting under 10 seconds. State your business name, one sentence about what the AI can help with, and ask an open-ended question. Cut everything else.

2. Skipping the Testing Phase

Launching without testing leads to embarrassing errors. One law firm skipped testing and discovered their AI was quoting the wrong office hours for two weeks. Spend 10 minutes testing the five scenarios outlined in Step 8.

3. Setting "Auto-Send" on Follow-Up Emails Immediately

Review AI-generated emails manually for the first 5-7 days. The AI occasionally includes incorrect details from the call transcript. Manual review catches these errors before they reach callers. Switch to auto-send after you trust the output.

4. Forgetting to Update the AI When Business Details Change

Change your hours for a holiday and forget to update the AI receptionist, and callers get wrong information. Treat the AI profile like your Google Business Profile -- update it every time something changes. Kai Calls makes updates instant through the dashboard.

5. Not Reviewing Call Transcripts

The biggest missed opportunity is ignoring call data. Call transcripts reveal what callers actually want, which questions come up repeatedly, and where the AI struggles. Review transcripts weekly at minimum. The businesses that improve their AI receptionist performance fastest are the ones that read their transcripts.

What to Expect in Week 1

The first week of running an AI receptionist follows a predictable pattern. Here is what happens day by day.

Days 1-2: The adjustment period. You will check the dashboard constantly. Every call transcript will get reviewed. You will find 2-3 things to tweak -- a wrong business hour, a missing FAQ answer, a greeting that feels too formal. This is normal.

Days 3-4: The confidence phase. The AI handles most calls well. You start trusting it. You notice callers engaging in full conversations instead of hanging up. Your follow-up emails are going out on time. Lead information appears in your CRM automatically.

Days 5-7: The data phase. You have enough call data to see patterns. The top 5 caller questions become obvious. You add those answers to your AI's knowledge base. Call quality improves measurably.

Week 1 Benchmarks

Metric	Typical Result
Total calls handled	20-80 (varies by business size)
Average call duration	75-90 seconds
Calls requiring human follow-up	15-25%
Lead information captured	70-85% of callers
Follow-up emails sent	90-100% of qualified calls
Caller hang-up rate (first 10 sec)	Under 10%

Most businesses see the AI receptionist fully dialed in by the end of week 2. The combination of your profile updates and the AI's conversation data creates a receptionist that improves every day.

Cost Comparison: Week 1

Solution	Monthly Cost	Coverage
Full-time receptionist	$2,800-$4,200/month	40 hours/week
Answering service	$400-$1,200/month	24/7, but script-only
AI receptionist (Kai Calls)	Starting at $49/month	24/7, conversational AI

Compare pricing plans and features on the Kai Calls pricing page to find the right plan for your call volume.

FAQ

How long does it take to set up an AI receptionist?

Setup takes 10-15 minutes with Kai Calls. Create your account, fill in your business profile, connect a phone number, and go live. The AI auto-generates its conversation script from your business details. Providers that require custom development or onboarding calls typically take 1-4 weeks.

Can an AI receptionist transfer calls to a live person?

Yes. Configure transfer rules based on caller intent, specific keywords, or time of day. The AI receptionist tells the caller it is transferring them, then connects the call to the designated extension or phone number. Set up a fallback number for cases where the transfer target does not answer.

Do callers know they are talking to an AI?

Most callers do not notice. Modern AI voice agents use natural-sounding voices with conversational pacing. A 2025 study by Vonage found that 73% of callers could not distinguish between AI and human receptionists when the AI was properly configured. Kai Calls uses Vapi's voice infrastructure, which produces natural speech with sub-second response times.

What happens when the AI receptionist cannot answer a question?

The AI acknowledges the limitation and offers alternatives. It might say "I don't have that specific information, but I can take your details and have someone from our team call you back." The call gets flagged in the dashboard as "unresolved" so you can follow up. Over time, add answers to frequently asked questions to reduce unresolved calls.

Is an AI receptionist worth it for a small business?

Yes, especially for businesses that miss calls regularly. A missed call costs a small business an average of $1,200 in lost revenue, according to data from BIA Advisory Services. An AI receptionist answers every call 24/7, captures lead information, and sends follow-up emails -- all for less than the cost of a single missed opportunity. Businesses using Kai Calls report capturing 3-4x more after-hours leads compared to voicemail alone.

Start Your AI Receptionist Setup Today

Set up your AI receptionist in 15 minutes with Kai Calls. The full guide above covers every step from choosing a provider through monitoring performance in week 1. Start with the AI receptionist setup guide for a quick-start walkthrough, or visit kaicalls.com to create your account.

Every minute your phone goes unanswered is revenue walking out the door. An AI receptionist closes that gap permanently.

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