From Setup to a Smarter Front Desk
Every AI agent is built around your specific business workflows, not dropped in off a generic template.
Before your agent answers a single call, we review your services, scheduling rules, transfer procedures, and customer communication — then configure the system to match how your business actually operates. Here is exactly what that process looks like.
How We Build Your AI Front Desk
Four structured steps take your business from initial review to a live AI phone agent — with testing and corrections included before launch.
01
We Learn Your Business
We review your services, business hours, service areas, pricing, scheduling rules, transfer procedures, cancellation and rescheduling policies, and how your team handles customer communication. Nothing is assumed — we document how your front desk actually works.
02
We Build Your AI Agent
We configure the phone agent using your approved company information, call flows, and procedures. The agent is trained to answer questions, handle scheduling requests, manage cancellations and rescheduling, and follow the routing rules your business requires.
03
We Connect and Test
We connect compatible phone, scheduling, booking, CRM, or dispatch systems and run real-call testing scenarios. We verify that scheduling, transfers, message taking, and call summaries are functioning as expected before the agent goes live.
04
Your AI Front Desk Goes Live
The agent begins answering calls, managing scheduling requests, transferring calls, taking messages, and completing approved front-desk tasks. Call summaries are delivered and the system continues to be adjusted as your business evolves.
What We Need From You
Setting up your AI front desk is a collaborative process. You know your business — we configure the system around what you tell us. Here is what we typically need before and during onboarding so you can assess your readiness.
You do not need to be technical. We guide you through every item. Most businesses can provide everything we need in a single onboarding session.
Your services and descriptions — What you offer, how you describe them to customers
Business hours and service areas — When and where you operate
Approved pricing or service fees — What the agent is allowed to quote or explain
Scheduling software or booking system access — So we can confirm compatibility and connect
Transfer rules and staff routing — Who gets which type of call and when
Cancellation and rescheduling procedures — How your business handles changes
Common customer questions — Frequently asked questions your team answers repeatedly
Any scripts or language preferences — Tone, terminology, or phrasing you prefer
What to Expect Before and After Launch
Every setup is different. The time it takes to go live depends on the complexity of your call flows, your software compatibility, and how quickly we can gather your business information. We do not rush the testing phase.
Onboarding and Configuration
After your business demo and plan selection, we begin gathering your business information, configuring call flows, and building your approved responses. Timeline depends on complexity and how quickly information is provided.
Testing and Corrections
Before your agent goes live, we run real-call test scenarios, review scheduling behavior, and verify transfers and message delivery. Corrections during this phase are included — we do not launch until the agent performs as expected.
Ongoing Adjustments
After launch, your agent can be updated when services change, hours shift, or new scheduling rules are needed. The system is not locked — it is built to evolve with your business. Adjustment scope depends on your plan.
Setup timelines and adjustment scope vary by plan and configuration complexity. No specific completion date is guaranteed.
Setup and Process Questions
Common questions about how the onboarding, testing, and ongoing adjustment process works.
How long does setup take?
Setup timeline varies depending on the complexity of your call flows, scheduling software connections, and how quickly we can gather your business information. Simpler setups with straightforward routing and standard software integrations typically move faster. More complex routing logic and integrations require more configuration and testing time. We do not lock in a specific go-live date until we have reviewed your requirements — no specific timeline is guaranteed.Can I change what the agent says after launch?
Yes. The agent's approved responses, call flows, and procedures can be updated after launch. Changes go through a review and testing step before being deployed to ensure they perform correctly. The scope of ongoing adjustments and how quickly changes are implemented depends on your selected plan.What happens during testing?
We run real-call scenarios that simulate common customer interactions — scheduling requests, cancellations, rescheduling, call transfers, and message taking. We verify that scheduling software connections are performing as expected and that the agent follows the approved call flows. Corrections are made during this phase before the agent goes live.What if my software needs a custom connection?
Standard integrations with compatible scheduling, booking, CRM, or dispatch systems are handled during setup at no additional charge. If your software requires custom programming or is not directly compatible with our system, this is identified during the initial consultation. Custom integrations may involve additional fees, and compatibility is confirmed before setup begins so there are no surprises.Do I need to be technical to go through onboarding?
No. We guide you through every item we need to configure your agent. Most of the information comes from what you already know about your own business — your services, hours, pricing, and procedures. No technical knowledge is required on your part.What happens if the AI does not know the answer to a customer's question?
The agent is trained only on approved information provided during onboarding. If a customer asks something that falls outside that approved scope, the agent does not guess or fabricate an answer. Instead, it can take a message, offer to transfer the call to the appropriate person, or direct the customer to the right next step based on your configured procedures.Is there a correction process if something is wrong after launch?
Yes. Post-launch adjustments and corrections are part of the ongoing relationship. If something is not performing as expected after go-live, we address it. The speed and scope of post-launch corrections depend on your selected plan. The system is not considered finished at launch — it is designed to evolve as your business changes.
Your Customers Are Calling. Make Sure Something Capable Answers.
Every FrontDesk360 AI setup is built around your business — your services, your scheduling rules, your call flows, and your customer communication. We do not hand you a generic template and walk away. We configure, test, and correct until the agent performs the way your front desk should.
No technical background required. We guide you through everything we need to build your AI front desk the right way.
Custom configuration. Real-call testing included. Built around your workflow — not a generic template.