Set up your AI Receptionist
Follow this walkthrough to create an AI agent, connect it to a number, and verify it works with a test call.
Before you start
The receptionist is only as good as what it knows. Fill in Settings → Business info first — your business name, what you do, hours, and location. The AI Receptionist uses this to answer callers accurately.
Create your agent
Open AI Receptionist in the left sidebar at dashboard.limephone.io and choose Create receptionist. A five-step wizard walks you through everything:
Agent identity — give the agent a name and pick its role: Sales Assistant, Customer Support, Appointment Scheduler, Lead Qualifier, Virtual Receptionist, or Inbound Sales. Picking a role pre-fills a greeting and instructions based on your business name, so you start from something sensible.
Knowledge — paste in business knowledge (services, pricing basics, opening hours, directions) and/or a website URL for it to learn from.
Voice settings — choose the agent's voice and language (12 languages available).
Phone numbers — choose which of your numbers the agent answers. This is where numbers get connected; the agent steps in according to your availability and business-hours setup.
Advanced — set the maximum call duration and the silence timeout.
Keep the greeting short and natural — one or two sentences that name your business and offer help.
Edit an agent later
Open the agent to adjust its settings in an edit dialog: name, greeting (what it says when answering), instructions, voice, language, max call length, end-after-silence, fallback message, and whether to record and transcribe calls. Changes apply to live calls right away.
Note: the edit dialog doesn't include a number picker — connecting numbers happens in step 4 of the create wizard.
Test it
Click Talk to <name> on the agent's card for an instant test call in your browser — no phone needed.
Or call the connected number from another phone. Let the agent answer, ask it a few questions a real caller would, and leave a message with your name and a callback number.
Then open Call Logs in the sidebar, find the call, and review the transcript and summary — check that your details were captured.
If an answer was wrong or missing, go back to the agent's knowledge or instructions (or Settings → Business info), add what's missing, and test again.
Reviewing calls day to day
Every AI-answered call appears in Call Logs with its recording, transcript, and summary, so you can spot follow-ups and see what your callers actually ask. For questions about your own data, you can also use Ask LimeAI.