> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxworks.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Receptionist Overview & Quickstart

> What an AI receptionist is, how to create one with AI generation, and how the simplified editor's setup checklist, Ready status, and call stats take you from zero to answering inbound calls.

## What is the AI Receptionist?

An AI receptionist is a voice agent that answers your inbound calls. She greets callers, answers questions about your business from the knowledge you give her, and — depending on the tools you switch on — books appointments, takes messages, or transfers callers to your team. If transfer isn't set up, she offers to arrange a call back instead when a caller asks for a person. You'll find her under **Inbound Calls → AI Receptionist** in the sidebar.

Under the hood, every receptionist is a normal inbound [call script](/scripts/overview) — she just gets a much simpler editor. That dual identity is worth understanding:

* Opened from the **AI Receptionist** page, a receptionist uses the **simplified receptionist editor** described on this page — a plain-language view built around a name, a greeting, tool toggles, and FAQs.
* The same receptionist also appears on the **Call Scripts** page, marked with an **AI Receptionist** badge. Opening her there loads the **full script editor**, where you can see and extend the underlying call flow.

The two editors are safe to mix. Saving from the receptionist editor rebuilds only the steps it manages and carries everything else through untouched, so customisations made in the full editor survive — see [Configuring Your Receptionist](/receptionist/configuration) for the details.

***

## Quickstart: from zero to Ready

1. Open **AI Receptionist** in the sidebar and click **New receptionist**.
2. In the **Create New Receptionist** dialog, keep **Generate with AI** selected, click **Create**, and fill in the generation form (below). Click **Generate** and watch the progress log; when it finishes, click **Open Receptionist**.
3. On the **Overview** tab, work through the setup checklist until every step shows **Done** and the badge flips to **Ready**.
4. Click **Test** in the editor header to place a [test call](/calls/test-calls) from your browser or your own phone and hear her answer.
5. Share the assigned number — or [forward your existing number](/receptionist/phone-number) to it — and she's on the front line.

***

## The AI Receptionists list

The AI Receptionist page lists your team's receptionists under the heading **AI Receptionists**, with a count badge. The toolbar gives you:

* **Filter tabs** — **All**, **Inbound**, and **Outbound**, each with a count. Receptionists are always inbound, so in practice everything sits in the first two tabs.
* **Search** — matches names, descriptions, and objectives.
* **All voices** — filter by the voice each receptionist speaks with.
* **Sort** — **Last updated**, **Last used**, or **Name (A-Z)**.
* **Card view / List view** toggles, and the **New receptionist** button.

Card view shows each receptionist with her name, type, voice, when she was last updated, her description, four stat tiles (**Calls**, **Booked**, **Success**, **Avg time**), and a **Calls · last 24 days** bar chart of daily call volume — hover a bar for the exact count on that day. A dashed **New receptionist** tile at the end of the list ("Build from scratch or generate with AI") is another way to create one. If your filters match nothing, the list reads *No receptionists match the current filters.*

Clicking a receptionist opens her in the receptionist editor.

***

## Creating a receptionist

Click **New receptionist**. The **Create New Receptionist** dialog offers three methods (there is no template option — receptionists are generated rather than templated):

* **Generate with AI** (the default) — "Describe your receptionist and let AI generate it for you".
* **From Existing** — copy one of your existing receptionists as a starting point.
* **New Receptionist** — start from scratch with a blank receptionist.

Pick a method and click **Create**.

### Generate with AI

The **Generate Receptionist** form collects just enough to build her:

| Field               | Required | Description                                                                                                                                                                                                   |
| ------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Receptionist Name   | Yes      | The persona name callers will hear, e.g. *Ava*.                                                                                                                                                               |
| Voice               | Yes      | Pick from the [voice library](/voices/library) — play the sample button on any option to audition it.                                                                                                         |
| About your business | No       | "What the business does, and anything the receptionist should know or handle on calls..." Left empty, she's set up as a general receptionist that answers questions, takes messages, and arranges call backs. |
| Website             | No       | "We'll visit this site so your receptionist knows your business." — the site is researched and the findings become her knowledge.                                                                             |
| Knowledge Documents | No       | PDF, DOCX, PPTX, TXT, Markdown, CSV, or JSON files, parsed into the receptionist knowledge base.                                                                                                              |

Click **Generate**. The modal switches to **Generating Receptionist**, streaming a progress log as the build runs. You can close it at any time — generation continues in the background and the new receptionist appears in the AI Receptionists list when ready. When it completes, the **Generation Complete** view confirms *"(name) is ready"* with an **Open Receptionist** button.

***

## The receptionist editor

The editor header has a **Back** button, three tabs — **Overview**, **Settings**, and **Calls** — plus **Test** and **Save** buttons. An **Unsaved Changes** badge appears whenever you have pending edits, and **Save** stays inactive until there is something to save; **Test** saves pending edits first so the test call always uses your latest configuration. If someone else changed the receptionist while you had her open, saving warns you to reload before trying again.

* **Overview** — the status hero, setup checklist, stats, and recent calls (detailed below).
* **Settings** — the configuration cards: **Your phone number** (see [Receptionist Number & Call Forwarding](/receptionist/phone-number)), **Your receptionist** (name, voice, greeting, and instructions), **What (name) can do** (the **Book appointments**, **Take a message**, and **Transfer to a human** tool toggles — see [Configuring Your Receptionist](/receptionist/configuration)), **Post-Call Summary** (automatic **Email**/**SMS** summaries), and **What (name) knows** (guidelines and FAQs — see [Receptionist Knowledge & Post-Call Summaries](/receptionist/knowledge-and-summaries)).
* **Calls** — every call she has handled, under the heading **Calls (name) handled**. Filter with search, status chips (**All**, **Completed**, **Voicemail**, **Hang-up**, **Rang out**, **Dropout**, **Failed** — see [Call Statuses](/calls/statuses)), and a date range (**Today**, **Last 7 days**, **Last 30 days**, **This month**, **All time**, or a custom from/to range); the active chip shows the matching call count, and long lists page with a **Load more** button. If your filters match nothing, the list reads *"No calls match your filters."* Selecting a call opens the same detail pane as the [Call Log](/calls/call-details), with the summary, transcript, and recording.

If you clear the name field, she falls back to the default name **Ava**.

***

## Setup checklist and Ready status

The Overview tab opens with a status hero. Until setup is complete it's headed **Finish setting up (name)** with a **Needs setup** badge and the note *"Add a voice and a greeting in Settings so she can start answering."*, a progress meter (e.g. **2 of 5 done**), and the checklist itself:

| Step                             | What completes it                                                                                                                                                                                         |
| -------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Assign a phone number            | A number is connected — "Choose the number callers will use to reach this receptionist." Once done, the step shows which number routes inbound calls to her.                                              |
| Choose a voice                   | A voice is selected — "Pick the voice callers will hear when *(name)* answers."                                                                                                                           |
| Write greeting and instructions  | Both the greeting and the instructions have content — "Add the opening greeting and the instructions that guide each call." Once done: *"(name) knows how to greet callers and handle the conversation."* |
| Choose call handling tools       | At least one tool is switched on — "Enable booking, message taking, transfer, or another handling path." Once done, the step counts how many tools are enabled.                                           |
| Tell *(name)* about the business | She has at least one guideline or a completed FAQ — "Add quick facts, guidelines, and FAQs so callers get accurate answers." Once done: *"(name) has guidelines or FAQs available during calls."*         |

Completed steps show a **Done** badge; incomplete ones show a **Finish setup** button that jumps you to the Settings tab. When all five are done, the hero becomes **"(name) is ready to answer your calls"** with a **Ready** badge — *"Your receptionist is configured and will handle inbound calls."* — and the checklist disappears.

Below the hero, three summary tiles show **Type** (always Inbound), **Voice** (Selected or Not set), and **Tools** (how many are on); clicking any of them opens Settings.

***

## Stats and recent calls

The Overview tab's **Last 24 days** card — "How *(name)* has handled your calls." — shows four tiles:

| Stat                | What it measures                                                                                                               |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| Calls answered      | The number of calls handled by this receptionist.                                                                              |
| Appointments booked | Calls where her first [call objective](/scripts/call-objectives) was achieved — with booking enabled, a confirmed appointment. |
| Success rate        | The share of her calls that ended with a **Completed** [status](/calls/statuses). Blank until she has taken at least one call. |
| Avg duration        | The average call length, e.g. `1m 42s`.                                                                                        |

A **Recent calls** card underneath previews her latest calls — "*(name)* handled these for you" — with each row showing the caller, a one-line summary, the call status, and when it happened. Click a row to open the full call detail, or **See all calls** to jump to the Calls tab. Before her first call it reads *"No calls yet. (name)'s calls will show up here."*

***

## Next Steps

* [Receptionist Number & Call Forwarding](/receptionist/phone-number) — assign a Voxworks number, or keep your existing number and forward it.
* [Configuring Your Receptionist](/receptionist/configuration) — name, voice, greeting, instructions, and the booking, message, and transfer tools.
* [Receptionist Knowledge & Post-Call Summaries](/receptionist/knowledge-and-summaries) — guidelines, FAQs, website research, and automatic Email/SMS summaries.
* [Voice Library](/voices/library) — browse and audition every voice she can speak with.
