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AI Receptionist Onboarding

Let's build your AI receptionist properly and safely.

This form captures everything we need to build you a safe, accurate, and compliant AI phone receptionist.

Complete the form How it works
1

Tell us the details

We capture the exact business rules, tone, services, FAQs, booking logic, and escalation paths.

2

We build the agent

Bertrand AI turns the intake into a prompt, tools, workflow checklist, and test plan.

3

Approved before launch

Nothing goes live until the details are complete, tested, and signed off.

1Business Details

2Main Contact

3Receptionist Persona

We recommend keeping this simple and transparent. You can leave the default structure as-is.

4Knowledge Base

List any subjects the AI must *never* discuss, such as medical diagnoses, legal advice, financial advice, or personal opinions. If in doubt, list it.

5Phone Line & Call Routing

Tell us how your existing phone line should work with the AI receptionist. You can keep your existing number and forward calls, or we can manage it for full control.

6Booking & Escalation

We use the default rules below unless you want to change them. You can leave this as-is.

We use the default safety wording below unless your business needs different instructions. You can leave this as-is.

7Compliance & Approval

Please provide the message callers should hear regarding AI use and/or call recording. If you're unsure, we can provide a standard disclosure.

Please provide the email address that customers should use for privacy or data protection enquiries (e.g. privacy@yourcompany.co.uk).

Ready to submit?

Bertrand AI will review the details and confirm anything missing before we build or launch your receptionist.