6 Tips to Get More Out of Your AI Receptionist!

Setting up your AI Receptionist is an exciting step toward streamlining your business communications. We want to ensure you get the absolute best out of your setup, so we have put together a quick guide based on our recent presentation to help you hit the ground running.

Here is a quick look at six best practices to optimize your AI Receptionist experience:

✅ Start number porting early: Bringing a number over takes time, so get the process moving before you build your call flow around it. By getting your main advertised number ported to RingCentral early, you can seamlessly start building out the call flows within your AI Receptionist.

✅ Register for SMS TCR: Any text your AI Receptionist sends needs an SMS-registered number, so be sure to register before you turn it on. This step is crucial because it allows the AI to send follow-up texts and calendar links, ensuring you can connect with your customers across multiple mediums.

✅ Check your CRM permissions: If your leads are not reaching your CRM, it is usually because of a permission scope or a setting left on "None". Make sure your security settings in CRMs like Zoho, Salesforce, or HubSpot are configured to allow the AI to tap in and write back lead data.

✅ Customize how AIR handles every call: Your AI Receptionist runs completely on your rules—you can put it in a call queue, on a dedicated line, or set it for after-hours coverage by day, time, number, or location. Take a few minutes to customize the rules and skills-based routing so the system does more than just instantly transfer callers to a human.

✅ Test before you go live: You can start a test call or a chat right from the portal. Try dialing in from your own cell phone to hear exactly how the system handles interactions, which makes it easy to see what needs to be tweaked or reset.

✅ Block spam before it costs you: Turn on the spam blocker so robocalls stop burning through your minutes, and remember to set a minute expiration alert. You can easily activate these spam-blocking features directly in your admin portal.

To learn more about these setup steps, you can review the presentation deck and transcript we have referenced above.

Have any questions, or have a favorite AI Receptionist feature you've set up? Feel free to comment down below and we'll do our best to help out!