Set up your AI Receptionist in 10 minutes.
This guide walks you through every screen of the onboarding wizard — what each field does, what to enter, and tips to get the most out of your AI receptionist from day one.
Business Details
~2 minutesStart by telling FlowEdge AI about your business. This information is used by your AI receptionist to answer questions about your company accurately.
Fields explained
Your AI will use this name when greeting callers — e.g. "Thanks for calling Smith's Auto Services."
Your existing business phone number. Callers will still dial this — FlowEdge AI answers when you can't.
Where call summaries and transcripts will be sent after every AI-handled call.
Helps your AI give accurate directions and location info to callers.
Selects the right AI features — e.g. MOT lookup is only shown for garages and automotive businesses.
Choose the British voice your AI will speak in. Click the ▶ button to preview any voice before selecting.
Purely cosmetic — choose the colour scheme for your dashboard. You can change this anytime in Settings.
- Business Name, Phone, Email, and Business Type are required before you can proceed.
- You can preview each voice by clicking the play button — listen before you commit.
- Not sure which voice to pick? Britta and Hector are the most popular with UK customers.
Business Hours
~1 minuteSet the days and times your business is open. Your AI receptionist uses these hours to tell callers when you're open, when you're closed, and what to expect after hours.
Fields explained
Check the days you're open. Unchecked days show as "Closed" — the AI will let callers know.
Set your exact opening and closing times per day. The AI uses these for real-time availability responses.
- Monday to Friday 08:00–18:00 is pre-filled as a sensible default — adjust to match your actual hours.
- If you work Saturdays (common for garages), tick Saturday and set your hours.
- Your AI answers calls 24/7 regardless — these hours just inform what it tells callers about your availability.
- ⚠️Get these right before going live — if you're open Saturday but haven't ticked it, your AI will incorrectly tell callers you're closed.
Services & Pricing
~3 minutesAdd the services your business offers along with pricing. Your AI will quote these prices accurately to callers and, for bookable services, will offer to book an appointment on the spot.
Fields explained
Keep it clear and recognisable — e.g. "MOT Test", "Full Service", "Brake Inspection".
A short sentence the AI can use to explain the service — e.g. "Annual MOT test — Class 4 vehicles".
Set a "From" price and optionally a "To" price for ranged pricing. Leave "To" blank for a fixed price.
This is what the AI says — e.g. "from £45", "£149–£249", "From £60 per tyre". Auto-generated but editable.
Tick this if customers should be able to book this service via the AI. Requires GoHighLevel integration for live booking.
How long the service takes. Used by the booking system to block the right slot in your calendar.
- Click "+ Add Service" to add as many services as you like — there's no limit.
- Even if you're not using GoHighLevel yet, add your services and prices. The AI will quote them to callers immediately.
- You can edit, add, or remove services at any time after setup from Settings → Services.
- ⚠️If you leave Bookable ticked but haven't connected GoHighLevel, the AI will attempt to book but won't succeed. Either untick Bookable or connect GHL first.
After Setup — What's Next?
Your AI is live. Here's how to unlock the full power of FlowEdge AI.
Set up call forwarding
Forward your existing business number to your FlowEdge AI number (shown in Settings). Set it to forward "on busy" or "no answer" so you're first to answer, and the AI catches the rest.
Connect GoHighLevel
Add your GHL API key in Integrations to enable live appointment booking. Without it, the AI can take enquiries but can't book slots in real time.
Customise your widget
Go to Widget in the sidebar to customise the chat widget for your website — style, colours, quick-action buttons, and tagline. Copy the embed code and paste it into your site.
Enable SMS follow-ups
Turn on SMS from Integrations → SMS Settings. After every AI-handled call, customers automatically receive an SMS confirmation or summary — a great way to reduce no-shows.
Ready to go live?
Your AI receptionist is waiting. Complete the 3-step setup and start answering every call — automatically.