What to Put in Your Business Desk Receptionist Before Launch
Use this practical launch checklist to prepare Business Desk Receptionist with the right services, FAQs, business hours, and lead follow-up rules.
Setup quality matters
Business Desk Receptionist performs best when it has clear, accurate business information. The goal is not to make the AI guess. The goal is to give it the same front-desk basics a trained team member would need.
Use this checklist before forwarding calls or publishing the chat widget.
Business basics
Add the information customers ask for first:
- Business name
- Main phone number
- Website
- Service area
- Business hours
- After-hours expectations
- Primary handoff contact
- Backup contact if the first person is unavailable
Services and boundaries
List what you do and what you do not do.
For each service, include:
- Plain-English service name
- Common customer questions
- Details the team needs before follow-up
- Service area limits
- Any requests that require human review
This prevents vague intake and helps the receptionist ask better questions.
Common questions
Add approved answers for:
- Pricing or estimate policy
- Scheduling process
- Emergency or urgent requests
- Preparation instructions
- Cancellation or rescheduling
- Service-area questions
- Warranty or follow-up questions
If the answer depends on the situation, say that clearly and route the request for review.
Lead review rules
Decide what should happen after each conversation:
- Which leads need immediate alerts
- Which leads can wait for normal follow-up
- Which requests should not be accepted automatically
- Which questions should trigger a human review
The more specific the handoff rules, the easier it is for the team to act.
Test before going live
Run test calls before customers use the receptionist. Ask questions like:
- What services do you offer?
- Are you available this week?
- Can I get an estimate?
- Do you serve my town?
- I need help quickly. What should I do?
Review the summaries and fix any unclear answers.
Improve from real feedback
After launch, check real conversations weekly. Add missing FAQs, tighten handoff rules, and update service details as the business changes.