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Help CenterAI receptionistSet up the AI receptionist

Set up the AI receptionist

Updated August 9, 2026 · 1 walkthrough

The AI receptionist answers calls you cannot get to. Setting it up is mostly confirmation rather than data entry — the wizard reads what your organization already knows.

Set up the AI receptionist

0:22On a computer

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The written steps below are the whole walkthrough.

Set up the AI receptionist
  1. Your AI receptionist starts switched off
  2. The AI Receptionist page opens: it is off, and lists what setup is still outstanding
  3. It knows exactly what's still missing
  4. Nine steps, and most are already filled in
  5. The setup wizard opens at Step 1 of 9: Business Basics
  6. It offers to pre-fill from what you already told Rhumbit
  7. Your timezone came across on its own
  8. Saved
  9. Business basics saved, and the wizard moves on to Step 2 of 9: Business Hours
  10. And your opening hours came across too
  11. Step 3 of 9: Services & Pricing, already listing the services this business offers
  12. Nothing you didn't type, and nothing lost
  13. Back on Business Hours: Monday to Friday 08:00 to 18:00, Saturday 08:00 to 15:00, Sunday closed
  14. Even Saturday's shorter day

Recorded August 2026

What it seeds from your account

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The AI already knows your hours — seeded from your settings

Your working hours become the hours it tells callers you are open. Change them in Settings and the receptionist follows — there is no second copy to keep in sync.

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The written steps below are the whole walkthrough.

Your services carry straight into the AI's script

Your service types become the work it knows you do. A service you do not offer is a service it will not accidentally agree to.

Check these before going live

  • Your hours, including any day you are deliberately closed.
  • Service names as a customer would say them, not internal shorthand.
  • Your service area, so it does not book work two hours away.
  • What it should do with a call it cannot handle.
The AI receptionist is in beta. Review its early conversations rather than assuming.

More in AI receptionist

  • How the AI answers callers
  • Texting and opt-outs

Still have questions?

Browse the FAQContact us
Rhumbit logo
Rhumbit

Smart routing and job management for field service professionals.

Product

  • Features
  • Pricing
  • Demo

Industries

  • Pool Service
  • HVAC
  • Landscaping
  • Plumbing
  • All Trades

Company

  • About Us
  • Contact

Support

  • FAQ
  • Help Center
  • Privacy Policy
  • Terms of Service
  • SMS Policy
  • Legal
  • Cookie Policy

© 2026 Rhumbit. All rights reserved.