Setup Checklist
Verify every setting is configured before going live with your phone assistant.
Overview
Use this checklist to confirm your setup is complete. Work through each item before your first real customer call.
Your call forwarding number is not assigned until you activate your subscription on the Billing and Subscription page. Complete billing first.
Core setup checklist
Subscription active
Go to Billing and Subscription. Confirm your subscription status is Active and a payment method is on file.
Business instructions written
Go to Business Info and Instructions. Confirm your business name, address, and detailed instructions are saved. The more complete your instructions, the better the AI performs.
Hours configured
Go to Hours and Availability. Confirm open/close times are set for every day of the week. Select your correct time zone.
Notifications set up
Go to Notifications and Order Monitor. Configure at least one notification method.
Call forwarding active
Go to Call Forwarding and Phone. Confirm your phone is forwarding calls to your call forwarding number. Test by calling your business number from another phone.
Test call completed
Go to Testing. Run a test through the web widget and then place a real call from an outside phone. Check that:
- The AI answers and greets correctly
- Information is accurate
- Notifications arrive
- Orders or appointments are captured (if applicable)
By organization type
In addition to the core checklist:
- POS connected (Square or Clover) — POS Integrations
- Menu prices verified — test an order and check the POS receives correct items and prices
- AI voice and personality set — Additional Settings
- Multiple languages configured (if serving multilingual customers)
- After-hours behavior configured — Hours and Availability
In addition to the core checklist:
- Calendar connected (Google, Outlook, or Calendly) — Appointment Integrations
- Booking settings verified — minimum lead time, max days out, deposit requirements
- Service descriptions accurate in business instructions
- AI voice and personality set — Additional Settings
- After-hours behavior configured
In addition to the core checklist:
- AI voice and personality set — Additional Settings
- FAQ content complete in business instructions
- Transfer phone number configured (if callers should be able to reach staff)
- After-hours behavior configured
Pre-launch verification
Before announcing your call forwarding number to customers, confirm each item:
| Check | How to verify |
|---|---|
| AI answers on first ring | Call your business number from another phone |
| Greeting is correct | Listen to the AI introduction and verify business name |
| Hours are accurate | Call during and after hours to check both behaviors |
| Notifications arrive | Check your phone for SMS after a test call |
| Orders reach POS | Place a test order and verify it shows in Square or Clover |
| Appointments book correctly | Request a test appointment and verify it shows in your calendar |
| Call recording works | Open the notification link and play back the recording |
| Transfer works | Ask the AI to transfer you and confirm it rings your staff number |
If every check passes, your setup is complete and ready for live calls.
Last updated 1 week ago
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