A considered setup.
A clearer everyday.
A better first hello. A clearer next step.
Start with what your business knows. Decide what the receptionist can say. Give your team a clear place to review the result.
01 / Make it yours.
Business context
Business name
Willow Dental
Hours
Monday–Friday · 8:00 AM–5:00 PM
Industry
Dental & medical clinics
Your part
Supply accurate hours, services, contact preferences and relevant business information. Review the wording your callers will hear.
Illustrative setup · Business instructions are your responsibility.
02 / Choose what it knows.
Receptionist instructions
Greeting
Thank you for calling Willow Dental. How can I help you today?
Appointment rule
Capture contact details and preferences. Explain that the clinic must confirm the appointment.
Answers with boundaries
Respond from approved FAQs. Capture unknown questions for staff review. Do not infer availability or promise an appointment.
Configured English · IllustrativeOther language options: Availability to confirm.
Choose the calls it can receive.
Phone setup is a dependency
A supported provider, number and call-routing workflow must be verified. Inventory and provider availability are unconfirmed; configuration alone does not make a receptionist operational.
Configuration draft
Business and receptionist instructions saved for review.
Phone setup incomplete
No supported number or provider has been verified.
Ready for review
Inspect captured details and choose a staff next step.
03 / Keep the conversation moving.
Contact & request
Pending confirmationJamie Morgan
+1 202 555 0142
New patient cleaning request
Thu, 15 Oct 2026 · Before noon
Clinic confirmation required. This is a request, not a booking.
The team’s next step
Read the summary and transcript, check captured fields, then contact the caller through your own confirmed workflow.
Jamie’s cleaning request → Clinic review → Confirmation outside this illustrative design.
Review neededKnow what depends on setup.
Before operational use
Confirm provider and phone support; approve the business instructions; check privacy and recording policies; verify integration permissions and account requirements.
External booking, CRM and automation support is unconfirmed. No automatic booking, live connection or human-transfer telephony is shown.
Eight steps, one coherent draft.
Business Information → Services → Business Hours → Calendar & Booking → Phone Setup → Select Plan → AI Personality → Review & Launch. You can save and continue later; progress is kept on this device.
Begin with the details you know.
Begin with your business instructions. Phone and workflow availability must be confirmed during setup.
