Think setting up an AI receptionist requires technical expertise? Think again. You can have your AI answering calls in about 15 minutes — no coding, no hardware, no IT person required.
Here's exactly how to do it, step by step.
Before You Start: What You'll Need
- Your business phone number (the one customers call)
- A few sentences describing what your business does
- The questions you want to ask callers (name, service needed, etc.)
- 15 minutes of uninterrupted time
Step 1: Create Your AgentFlow Account (2 Minutes)
Go to agentflow.app/register and create your account. You'll get a 14-day free trial — no credit card required. Just your name, email, and a password.
Once you're in, you'll see your dashboard. This is where all your call data, summaries, and settings live.
Step 2: Set Up Your AI Agent (5 Minutes)
Click "Create Agent" and fill in the basics:
- Business name: e.g., "Mike's Plumbing & Heating"
- Greeting: "Thanks for calling Mike's Plumbing. I'm an AI assistant — how can I help you today?"
- Business description: A few sentences about what you do, your service area, and your hours. The AI uses this to answer common questions.
- Qualification questions: What do you want to ask every caller? Name, phone number, service needed, address, urgency level — customize this for your business.
Pro tip: Keep your greeting short and natural. Callers want to feel like they're talking to a real person, not a robot.
Step 3: Configure Actions (3 Minutes)
Decide what should happen after the AI qualifies a caller:
- Instant notification: Get a text + email with the full call summary (always on by default)
- Appointment booking: Connect your calendar so callers can book directly
- Emergency transfers: Set keywords (e.g., "flooding," "urgent," "emergency") that trigger an immediate transfer to your cell phone
Step 4: Forward Your Phone Number (3 Minutes)
This is the technical part — and it's easier than you think. You have a few options:
- Always forward: Every call goes to AI first
- Forward when busy: Only when you can't answer
- Forward after hours: Set your business hours, AI handles the rest
The exact forwarding steps depend on your phone provider, but it's usually a simple settings change. AgentFlow provides step-by-step instructions for every major provider (Telus, Rogers, Bell, AT&T, Verizon, VoIP systems).
Step 5: Test It (2 Minutes)
Before going live, make a test call to your business number. You'll hear your AI agent answer, ask your qualification questions, and send you a summary. Tweak anything that doesn't sound right — the greeting, the questions, the tone.
Most businesses get it right in 1–2 test calls.
You're Live
That's it. Your AI receptionist is now answering calls 24/7. Every missed call is captured. Every lead is qualified. Every summary is in your inbox.
No more voicemail. No more missed revenue. No more "sorry I missed your call" callbacks.