Growth Trifecta
ReceptAI™
AI Receptionist
ReceptAI™ — 6-Step Intake
Tell us how you want calls handled and where your knowledge lives—we’ll configure your AI receptionist.
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1) Business Basics
Business Legal Name
DBA (if any)
Industry
Website
Business Phone
Business Email
Street Address
Suite / Unit
City
State
ZIP
2) Primary Contact
Contact Name
Title/Role
Mobile
Email
3) Call Handling Preferences
Voice Preference
Select…
Male
Female
No preference
Languages
Business Hours
After-hours Rules
Transfer Numbers (comma-separated)
Routing Notes
4) Knowledge & Sources
Main URL to Crawl
Sitemap URL (optional)
Additional URLs (one per line)
Upload Supporting Docs (PDF, images, etc.)
Allowed: pdf, docx, xlsx, csv, txt, jpg, jpeg, png, webp (max 10 MB each)
5) Integrations
Calendar System
CRM
Booking Link
API / Zapier Notes
6) Notes & Submit
By submitting, you agree we may contact you about your configuration. This is not a commitment for any service.
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