Full FAQ
Clear answers about AI receptionist setup and operation.
Short, factual guidance about capabilities, security, integrations, customization, deployment, and pricing.
01
Setup & onboarding
Preparing the receptionist
Setup normally requires business hours, services, common questions, booking rules, call-routing instructions, escalation contacts, and the systems that need to be connected.
Onboarding includes discovery, call-flow design, business knowledge preparation, voice and integration configuration, scenario testing, approval, and launch.
In most cases, yes. Calls can usually be forwarded from an existing number or connected through the selected phone system. The final method depends on the current carrier and setup.
02
Features
What the receptionist can do
It can answer common questions, collect lead or customer details, qualify requests, book appointments, route calls, take messages, and escalate based on approved rules. See the Features page for details.
Yes. Transfers can be triggered by caller intent, urgency, department, business hours, or a rule defined during call-flow design.
Multi-language support is available when the selected voice platform supports the required languages. Languages and business terminology are confirmed and tested before launch.
03
Security
Data and responsible use
The system is configured to collect only the information needed for the approved workflow. Data access, retention, integrations, and security requirements are reviewed for each deployment.
Recording is optional and depends on the selected configuration. Businesses are responsible for using appropriate disclosure and consent practices for the jurisdictions they serve.
Regulated workflows require a separate review of vendors, data handling, integrations, and legal obligations. Compatibility is confirmed before any compliance-sensitive deployment.
04
Timeline
Ready in under 3 weeks
A standard AI receptionist can be fully trained and deployed in under three weeks after required business content, approvals, and integration access are received.
Delays usually come from missing business information, unavailable integration access, slow approvals, complex custom development, or major call-flow changes during testing.
05
Integrations
Connecting calendars, CRMs, and tools
The receptionist can work with supported scheduling systems and calendars that provide suitable API or integration access. Compatibility is verified during discovery.
Many CRMs can receive contacts, lead details, call summaries, and outcomes through native integrations, APIs, or webhooks. The exact scope depends on the CRM.
Sefinity can assess a custom API, webhook, automation platform, or structured handoff. If a reliable connection is not possible, the workflow is designed around a safe alternative.
06
Customization
Matching your brand and process
Yes. Available voices depend on the selected voice platform. Tone, pace, greeting, pronunciation, and conversational style can also be configured.
Existing scripts can be used as source material, but the final system is normally designed as flexible call flows so it can respond naturally while following required rules.
Yes. Questions, business information, routing rules, appointment logic, and escalation paths can be updated as operations change.
07
General questions
Understanding fit and cost
An AI receptionist is a voice system that answers calls, understands caller intent, follows business rules, captures information, books appointments, and transfers or escalates when needed.
No. It is best for repeatable conversations and structured workflows. Sensitive, unusual, or judgment-heavy requests should be transferred or assigned to a person.
Pricing is based on estimated monthly minutes, call-flow complexity, integrations, industry requirements, and support needs. Review the pricing method or request a custom quote.
Still have a question?
Describe your call flow or integration requirement and we will help you determine the right next step.