Managed Service Onboarding
Table of Contents
🛠️ Managed Service Plan: What to Expect
This plan is designed for small to midsize businesses that want all the power of aiReceptionist. We handle setup, integration, and support. You focus on running the show.
🚀 Onboarding: What Happens First
No guesswork. No busywork. Just smart setup from day one.
Once you’re signed up, our onboarding team will reach out to get things rolling.
Here’s the typical flow:
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Welcome & Discovery Call
We’ll get to know your business and define what success looks like with aiReceptionist. -
Call Flow Setup
We map out how your AI handles calls together, based on your call types, tone preferences, and ideal outcomes. -
Knowledge Base Support
Starting from scratch or bringing your own docs? We can help craft or refine the content that powers your voice agent. -
Integration Guidance
Need to hook up your CRM, calendar, or other tools? You'll be guided through setup to keep things running smoothly. -
Testing & Refinement
Before launch, your agent is tested in the wild. Refining workflows, tuning responses, and optimizing call handling.
🔁 Ongoing Support: What Happens Next
- Not set-it-and-forget-it. We’re in it with you.
- Your Managed Service Plan includes continuous optimization and hands-on support, so your AI stays sharp, responsive, and business-ready.
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Phone & Email Support
Quick questions or big changes? We’re fast, friendly, and on it. -
Scalability Support
Expanding? Adding complexity? We’ll help your AI scale with you—flawlessly.