Setup guide
Set up FrontDesk AI in 10 minutes
This is the practical first-day guide. The goal is not a perfect automation system — it is one real customer call or website enquiry captured correctly, then improved from there.
30-day trial principle
Start with a 30-day trial on monthly plans. We help you test the setup with real calls before billing starts.
Add the business basics
Business name, trade, service area, opening hours, emergency jobs, and where leads should be sent.
Choose what FrontDesk AI should catch
Website enquiries, missed calls, busy calls, after-hours calls, or all of the above. Start narrow if you want less change on day one.
Tune the questions
We set the intake script for your trade: suburb, job type, urgency, photos if useful, access notes, and callback number.
Run a real test
Send a website enquiry and make a test call. Confirm the SMS and email lead arrives with the right details before you go live.
Go live slowly
Forward missed or after-hours calls first. If it works well, expand to busy calls or full overflow coverage.
What “working” looks like
- A caller hears a clear greeting that sounds like your business.
- FrontDesk AI asks for the details you would normally ask for.
- You receive an SMS and email lead fast enough to call back while the job is still warm.
- Urgent jobs are labelled clearly instead of buried in a generic transcript.