How do you set up the ZvonAI AI receptionist?
Short answer
About 15 minutes, no IT help. Create an account, enter your company details and price list (or import them from your website), set your hours, dial the forwarding code on your phone, check it with one button and call the test number. The video below shows every screen in that order, with every step written out underneath.
Watch the video (4 minutes, 14 chapters)
Chapters and steps
1.Before you start
- 1This video walks you through the whole ZvonAI setup, step by step. You need your business phone number, your price list and fifteen minutes.
- 2We start with the account. Type your name, e-mail address, phone number and a password.
2.Step 1: Company details
- 1Step one: company details. Type the name your callers will hear.
- 2Pick your industry. The assistant immediately knows the typical services and questions of your trade. You will review all of it in a moment.
- 3Your tax number can wait. Click Next.
3.Step 2: Greeting and voice
- 1Step two: the greeting. The assistant already has one ready. You can change it, as we do now.
- 2Below, choose a voice and listen to a sample. This is what your caller will hear.
- 3Click Next.
4.Step 3: Frequently asked questions
- 1Step three: the questions your callers ask. Three are already there from your industry pack.
- 2Have a website? Paste the address and the assistant reads questions and answers from it for you.
- 3Click Next.
5.Step 4: Plan
- 1Choose a plan. Fourteen days free with no card, so for now we click Free start.
- 2Click Go live. ZvonAI assigns your number.
6.Step 5: Test call
- 1This is your ZvonAI number. Call it from your own phone and talk to the assistant like a caller would.
- 2Book a visit or leave a message. A moment later you get an SMS. This is exactly what your callers will see.
7.Business hours and after hours
- 1The rest lives in Settings, under Answering. We start with business hours.
- 2Below, choose what the assistant does after hours: takes a message or books. You can add days off too.
8.Phone forwarding
- 1First, the answering mode. Choose: AI as backup reception. Your phone rings first and the assistant answers when you cannot.
- 2Now the most important part: forwarding. Choose how many seconds your phone rings before the assistant answers. Fifteen is a safe start.
- 3Here is the ready code with your number. Copy it and dial it on your phone like any number. That is all.
9.Check forwarding
- 1No need to guess whether it worked. Click Check forwarding. We call your number, you do not pick up.
- 2A moment later you see the result: it works, your phone rings fifteen seconds, then the assistant answers.
10.When a caller wants a person
- 1When a caller asks for a person, the assistant connects them. One phone number? Choose: try ringing my phone. If you do not answer, it takes a message.
- 2Have a team? Below, add people and their numbers. The assistant knows who handles what.
11.Calendar or booking requests
- 1The Calendar tab. Connect Google, Outlook or Apple and the assistant books into your free slots.
- 2Without a calendar the assistant collects booking requests and you confirm them with one click.
12.Notifications
- 1The Notifications tab. Enter the number that should receive SMS and your e-mail address.
- 2SMS for every message is on. Every message from a caller reaches you in full, right after the call.
13.Deposits, if you need them
- 1If your trade takes deposits, switch them on under Payments. The caller pays by BLIK or card and the money goes to your account.
14.What comes next
- 1From now on every call is in your dashboard. You see who called and what the assistant arranged.
- 2In call history you listen to the recording and read the transcript. And if you want to change anything, write to Zvon in the dashboard. It sets it up for you.
Setup questions, answered
Start free: 14 days, no card
Your number and a first test call within a quarter of an hour.