Done-for-you AI receptionist setup

A done-for-you AI receptionist setup puts an HLB Voice AI agent on your business line. The agent can answer calls, respond to common questions, collect caller information, book appointments and transfer callers when a person is needed.

Setup starts with the agent's purpose, such as answering after-hours calls for a plumbing or HVAC company. The agent gets a name, a voice, a language and a welcome message, plus a prompt that defines its role, what it should collect, which topics it may answer, when each action should run and when to transfer the caller. A knowledge base can hold business hours, services, pricing, policies and frequently asked questions, so the agent can answer from approved information.

The call flow decides how the agent fits with your phone line. In the HLB phone system, the agent can either answer calls directly or act as a backup when nobody picks up before the timeout. Other routing layers can include an IVR menu, assigned users, extra team members, a forwarding number and voicemail.

Key pieces of the setup:

• Actions such as booking appointments, sending messages, updating contacts and triggering workflows.
• Call transfer to a person, or agent transfer to another Voice AI agent focused on a topic like scheduling or callers who need help in Spanish.
• For more structured calls, a visual flow builder that connects agents, routers and actions.
• Testing with a web call in the browser and a phone call before going live.

After launch, call logs show summaries and transcripts, and test calls stay out of dashboard analytics.