Set up the AI voice receptionist

1. 1Open Operations → AI Voice Receptionist and switch to the Settings tab (admins only).
2. 2Under Set up voice line, pick which of your phone numbers the AI should answer and give the agent a name (this is the name callers hear).
3. 3Click Provision agent — this creates your dedicated voice agent and connects it to the number. It starts DISABLED so it never answers real callers before you're ready.
4. 4Review Transfer targets: every team member with an active line is automatically transferable by name. Callers can also ask by role — 'sales', 'a contractor question', 'the bookkeeper' — and reach the right person based on each member's job title.
5. 5Optionally paste your own script into Agent instructions — the agent follows it word for word. Transfer rules and safety rules (never invent facts, never quote pricing you haven't set, never promise a transfer it can't make) are always enforced on top, so a paste can never break transfers.
6. 6Flip the line to Enabled and call your own number once: ask a question, then ask for a team member by name to confirm the transfer rings them.

If something's off

• If the agent answers but says it can't transfer to someone — that person has no active phone line yet — assign them a line under Team settings and they become transferable within minutes, no other change needed.
• If a caller wants property management and nobody answers the transfer — nothing is lost: the caller is saved as a lead in your pipeline, a missed-call entry with their details lands in your inbox, and they're texted your discovery-call booking link automatically.
• If you want different behavior per line (e.g. a guest line vs a main line) — set up each number as its own voice line — each has its own greeting and its own Agent instructions.
• If the line stops answering — the built-in watchdog checks every 10 minutes (credits, number wiring, agent health) and emails your admin the moment something breaks.

Related guides

• Set up your workspace