Call her before you pay for anything
Three questions into the builder — once she has a name — a Call button appears. That’s a real call to the receptionist you’ve built so far, with a live transcript. No account, no card, no commitment. Use it. Say what a real client says, not what you hope they’d say:- “Uh, hi — I don’t really know if this is the right place. I got rear-ended on the 405 last Tuesday?”
- “I need to talk to someone about custody. My ex took the kids to Arizona.”
- “How much do you charge?” — check she handles fees the way you set.
- “I’m a current client, I just need an update on my case.”
Test calls don’t cost you minutes
Calls you start from the builder or from Dashboard → Agent are marked as tests and do not count toward your plan’s minutes. Real calls — her phone line and your website widget — do. So test as much as you like. There’s no meter running.Go-live checklist
1
Verify your email
Required before she can get a number or go live.
2
Call her number with three different scenarios
A good new client, a current client, and a salesperson. Three calls, five minutes.
3
Check the intake email actually arrived
And that it landed somewhere a human reads — not a shared inbox nobody opens.
4
Test the transfer, if you set one
Confirm it rings the right phone and that she introduces the caller before
connecting.
5
Test a booking, if she books
Book a real slot, confirm it appears on the right calendar, then delete it.
6
Then forward your office line
Conditional forwarding first — she picks up what your team misses. See
her phone number.
Do the whole checklist before you publish her number anywhere. Ten minutes now beats
one bad first call with a real client.
The first week
Read the transcripts daily
Dashboard → History. You’ll spot missing intake questions and wrong assumptions
faster than any settings review.
Adjust one thing at a time
Change a question, then call her about that question. Batch edits make it hard to
tell what fixed what.
Watch your minutes
Dashboard → Settings → Usage. The first week tells you whether your minutes fit.
Tell your team
Especially whoever’s number receives transfers. A surprise warm transfer from an AI
goes badly.