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Managed Service Onboarding

Written by JoAnna Lewis

Updated at June 10th, 2025

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Table of Contents

🛠️ Managed Service Plan: What to Expect 🚀 Onboarding: What Happens First Here’s the typical flow: 🔁 Ongoing Support: What Happens Next

🛠️ 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:

  • 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.
  • 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.

 

onboarding managed integration implementation service

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