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Smart Connect AI Receptionist Setup Guide

Martin
Dec 4, 2025

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Smart Connect AI Receptionist

Experience the power of our AI receptionist with this step-by-step process. You will learn how to efficiently integrate this solution into your business to ensure you never miss a call, manage bookings seamlessly, and utilize customer insights effectively.

Step 1

Thank you for your interest in Smart Connect. This introduction provides a comprehensive overview of the platform, showcasing how our advanced AI receptionist operates, its key features, and the advantages your business can gain by implementing this solution.

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Step 2

Our primary goal is to ensure you never miss a call and can capitalize on every opportunity. In this section, we will guide you through navigating the platform, customizing the receptionist experience for your clients, managing bookings, and utilizing insights from customer interactions. Begin by adding your company website and email address.

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Step 3

In this demonstration, we will use the test website, Sharesy. At this stage, all necessary details, such as your business name, hours of operation, location, and services, are automatically extracted and structured directly from your website.

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Step 4

You will now receive an AI-generated phone number. Customers can call this number directly, or you can configure your existing phone line to redirect to this number once it goes to voicemail. Here is the information captured by the AI.

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Step 5

View all business details, including location, operating hours, pricing, payment options, qualifications, and frequently asked questions. This ensures that your receptionist can address any inquiry. Remember, all details are fully customizable, allowing you to edit, add, or remove information as required.

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Step 6

The AI uses this data as its source for all customer inquiries. In this section, you can tailor your receptionist settings to best fit your business. Select the voice, set the greeting message, and determine the questions it should ask callers.

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Step 7

Decide how the AI manages your bookings. It can book directly into your connected calendar. Alternatively, it can take a message for you to review later, inform customers that you will follow up personally, or answer queries based on the provided information.

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Step 8

Utilize call routing to ensure missed calls are directed to the AI receptionist. You have several options for configuring this feature.

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Step 9

For demonstration purposes, switch to an account with a connected calendar to call the AI number. This simulates a customer call that would otherwise be directed to voicemail.

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