How it works
Your front desk, from setup to follow-up.
Give your receptionist the right information, check the caller experience, then connect your line and review what happens after each call.
Setup is self-serve. Activation depends on your business details, phone connection and supported integrations—not a fixed launch time.
01 / Business setup
Start with what your callers need to know.
Add your services, hours, location and policies. Your receptionist uses the business information you save, so clear answers start here.
What you’ll need
Have your business details, time zone and call-handling instructions ready.
Business information
- Business
- Example auto repair shop
- Services
- Oil changes · inspections · repairs
- Hours & time zone
- Mon–Fri, 8am–5pm · America/New_York
- Call instructions
- Capture the vehicle and requested service
The details your receptionist works from
02 / Receptionist
Give your front desk a voice and a clear brief.
Choose Ivy or Leo, set a name and greeting, and decide what the receptionist should capture or escalate. Configure coverage and capabilities available on your plan.
What you’ll need
Choose your voice, greeting, customer questions and escalation instructions.
Receptionist configuration
Ivy
Selected voice · sample configuration
Greeting
“Thanks for calling. How can I help with your vehicle today?”
- Capture
- Name, callback number, vehicle and service
- Escalation
- Take a message when staff are unavailable
03 / Test call
Try the conversation before customers do.
Use a demo call to hear the caller experience while preparing your setup. Once your own receptionist is connected and activated, make a test call to verify its greeting, answers and next steps.
What you’ll need
Your own line test requires a completed phone connection and an activated receptionist. Demo calls are separate from your business setup.
Test conversation
Illustrative · no audioCALLER
“I’d like an oil change this Friday.”
RECEPTIONIST
“I can take your request. What vehicle will you be bringing in?”
Check the greeting, service answer and details captured during your own test.
Try a demo call04 / Connection
Connect the line. Check the handoff.
Follow the phone setup steps in your dashboard. Forward your existing business line to its assigned AI number, and connect supported tools where your plan and configuration allow.
What you’ll need
You need access to your phone carrier's forwarding settings. Calendar connections need authorization; scheduling depends on supported tools and saved rules.
Phone & supported tools
Your existing business line
Forwarding configured with your carrier
Assigned AI receptionist
Saved greeting, coverage and business rules
Authorized calendar connection
Optional · subject to plan and support
Voice forwarding does not forward texts. SMS requires separate Callenova confirmation of the business and number.
05 / Review results
A useful record after the conversation.
Review call records, transcripts and captured leads in your dashboard. Check appointment requests and follow up where needed. Refine your saved information when a test reveals a missing answer.
What you’ll need
An appointment request is not a confirmed booking. Verify the recorded result and your scheduling setup before relying on it.
Call record
APPOINTMENT REQUEST
Oil change · Friday
Request captured, booking not confirmed
- Caller
- Alex · illustrative caller
- Vehicle
- 2018 Honda Civic
- Next step
- Review availability and confirm with the caller
Make sure it works for your business.
Choose a plan, or book a walkthrough if you need help with setup.