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Most accounts have an AI receptionist taking real calls the same day. This guide covers the shortest path there.

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Before you start

You’ll need your business hours, service list, service area, and a way to receive a test call.
If you plan to forward your existing business line to Recepta.ai, have access to your current phone provider’s admin panel too.

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Get live

1

Create your account

Sign up at app.recepta.ai and pick a plan. Your workspace, a default agent, and a phone number are provisioned automatically once checkout completes.
Not sure which tier to start on? See Plans & pricing. You can change plans later without losing configuration.
2

Fill in your business profile

Under Business info and Business description, tell the agent who you are: legal and trading name, hours, service area, the services you sell, and how you want to be described on the phone.This is the single biggest driver of call quality. Vague inputs produce a vague receptionist. See Business profile.
3

Configure how calls are handled

Onboarding walks you through the four caller types — potential customer, existing customer, sales call, and everything else — and what the agent should collect or do for each.Pick a voice, then set your transfer rules so genuine emergencies reach a human.
4

Load your knowledge base

Add FAQs, pricing, and policies so the agent answers specifics instead of deflecting. Start with the ten questions your office actually gets every week. See Knowledge base.
5

Make a test call

Call your Recepta.ai number and run a real scenario end to end — ask for a quote, book a slot, then ask something the agent shouldn’t know. Review the transcript under Call logs and correct anything that reads wrong.Repeat until a stranger’s call would go well. Two or three passes is normal.
6

Send your calls to Recepta.ai

When you’re happy, point real traffic at it. Either publish the Recepta.ai number directly, or forward your existing business line to it. See Phone numbers for both options.
Before you send or receive SMS on a US number, your A2P 10DLC brand and campaign must be registered and approved. Start this early — carrier review takes days, not minutes. See A2P 10DLC.

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Then what

Connect your CRM

Book straight into Jobber or Housecall Pro and let the agent recognize existing customers.

Connect a calendar

Use real availability so the agent never double-books.

Your first 30 days

The week-by-week rollout: what to check, when to widen, and when to trust it.

Review and improve

Grade calls, capture corrections, and feed them back into the agent.

Turn on outbound

Work new leads and unsold quotes with automated sequences.
Stuck on any step? Email info@recepta.ai with your workspace name and what you’re seeing.