Nexxy

AI & Automation

How to Set Up Your AI Receptionist in 30 Minutes (Step-by-Step)

You think setting up an AI receptionist requires a computer science degree. It doesn't.

How to Set Up Your AI Receptionist in 30 Minutes (Step-by-Step)

How to Set Up Your AI Receptionist in 30 Minutes (Step-by-Step)

You think setting up an AI receptionist requires a computer science degree. It doesn't.

With Nexxy, you can have an AI answering your business calls in 30 minutes. No coding. No complex integrations. Just describe what you want, and the AI configures itself.

Here's the exact process:

Step 1: Connect Your Phone Number (5 minutes)

  • Log into your Nexxy dashboard
  • Go to Settings > Phone Numbers
  • Either port your existing business number OR get a new Nexxy number
  • Forward your current number to Nexxy (your carrier can do this in 2 minutes)

Pro tip: Keep your existing number and forward it. Customers never know anything changed.

Step 2: Upload Your Business Knowledge (10 minutes)

This is where the magic happens. The AI needs to know YOUR business to answer accurately.

Upload or enter:

  • Services you offer — with descriptions and pricing
  • Service areas — cities, zip codes, radius
  • Business hours — when you're open, when AI should handle everything
  • FAQs — common questions and your exact answers
  • Policies — cancellation, warranty, payment terms
  • Brand voice — professional, friendly, casual?

Pro tip: Start with your top 10 FAQs. You can add more later as the AI learns.

Step 3: Configure Your Availability (3 minutes)

Tell the AI when to book appointments:

  • Available days and hours
  • Appointment duration defaults
  • Buffer time between appointments
  • Blackout dates (holidays, vacation)

Connect your calendar:

  • Google Calendar
  • Outlook
  • Apple Calendar
  • Or use Nexxy's built-in scheduler

Step 4: Set Escalation Rules (5 minutes)

Not every call should be handled by AI. Configure when to escalate to humans:

Escalate immediately if:

  • Caller says "emergency" or "urgent"
  • Job value exceeds $X
  • Caller requests to speak to a manager
  • AI can't answer after 2 attempts

Escalation methods:

  • Text notification to your phone
  • Phone call to on-call number
  • Email to team inbox
  • In-app notification

Step 5: Customize the Voice & Greeting (5 minutes)

  • Choose voice style (professional, friendly, energetic)
  • Write your greeting script
  • Set hold music (optional)
  • Configure after-hours messaging

Sample greeting:

"Thank you for calling [Business Name]. I'm Lisa, your virtual assistant. I can help you schedule an appointment, answer questions, or connect you with our team. What can I help you with today?"

Step 6: Test & Go Live (2 minutes)

  • Call your own number from a different phone
  • Go through the conversation as a customer
  • Check that appointments book correctly
  • Verify notifications arrive
  • Make adjustments in real-time

Go live: Toggle the switch. The AI starts answering real calls immediately.

Post-Launch Optimization (Ongoing)

Week 1: Review call transcripts daily. Correct any misinformation.

Week 2: Add new FAQs based on actual customer questions.

Week 3: Refine qualification questions based on lead quality.

Month 2: The AI starts anticipating needs. Let it run.

Common Setup Questions

Q: Do I need to change my phone number?
A: No. Forward your existing number to Nexxy.

Q: What if the AI makes a mistake?
A: All calls are recorded and transcribed. You review and correct. The AI learns.

Q: Can I pause the AI?
A: Yes. Toggle on/off anytime from your dashboard.

Q: How long until the AI is "trained"?
A: Basic setup works immediately. Full optimization takes 2–4 weeks of learning.

Conclusion

Thirty minutes. That's all it takes to go from missing calls to capturing every opportunity.

The hardest part isn't the setup — it's deciding to stop losing revenue to voicemail.

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Related: What Is an AI Receptionist? | 24/7 Call Answering

  • AI receptionist
  • missed calls
  • 24/7 answering
  • voicemail
  • small business phone