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AI Workforce Setup

Our team offers done-for-you AI workforce setup so you can get AI employees configured quickly. The team handles technical configuration and customization for AI Receptionist (web chat, lead capture, booking, automations) and AI Reputation Specialist (review responses, review requests, reputation workflows). This section covers what’s included, the setup process, and how to get the most out of each service.

What is AI Workforce Setup?​

AI Workforce Setup is a set of done-for-you services that configure and launch AI employees:

  • AI Receptionist Setup – Web chat and lead capture on your website, CRM pipeline and smart list, booking and service-area connections, and 3–5 automations. Process: initial training call, configuration (1 business day, or 3 for custom integrations), onboarding and walkthrough call, 30-day check-in. U.S. businesses need A2P registration for SMS; website backend access is required for chatbot and lead form installation.
  • AI Reputation Specialist Setup – Requires Reputation AI Premium. One-time setup: onboarding and training call, configure and train the AI, automated review requests (SMS + email), AI-powered review responses, review display widgets, brand voice and templates. Monthly service: prompt and automation adjustments, responses on platforms outside Google & Facebook (up to 5 external platforms), negative review approval workflow. Process: fulfillment form, onboarding call, setup (1 business day after call), optional 30-day check-in, ongoing monthly support.

Both services include branding, customized instructions, and follow-up calls to refine knowledge and workflows.

Documentation​

  • AI Receptionist Setup – What’s included (CRM, booking, inventory, service area, automations), setup process (training call, configuration, walkthrough, 30-day check-in), FAQs
  • AI Reputation Specialist Setup – One-time setup and monthly service, fulfillment form through monthly support, platforms and A2P, FAQs

Frequently asked questions​

What’s the difference between AI Receptionist and AI Reputation Specialist?

AI Receptionist focuses on web chat and lead capture: capturing leads from your website, CRM pipeline, booking and service-area lookups, and automations for notifications and follow-ups. AI Reputation Specialist focuses on reviews: automated review responses, review requests (email and SMS), reputation workflows, and optional review widgets. Reputation AI Premium is required for the Reputation Specialist setup. See AI Receptionist Setup and AI Reputation Specialist Setup.

How long does AI Receptionist setup take?

After the initial training call, configuration is complete in 1 business day (or 3 business days for workflows with custom integrations). The onboarding and walkthrough call can be booked as soon as one business day after setup; the 30-day check-in is 3–4 weeks after completion. U.S. businesses should allow up to two weeks for A2P registration if using SMS. See AI Receptionist Setup.

Do I need Reputation AI for the AI Reputation Specialist?

Yes. Reputation AI Premium is required to receive the AI Reputation Specialist Setup service. See AI Reputation Specialist Setup.

What’s included in AI Reputation Specialist monthly support?

Monthly support includes adjustments to prompts, automations, and templates; responses to reviews on platforms outside Google and Facebook (up to 5 external platforms); and an optional negative review approval workflow. See AI Reputation Specialist Setup.

Can I get just the web chat code installed without full AI Receptionist setup?

If you have Website Support active, the Website Support team can install the web chat code. That is basic code installation only, not full end-to-end AI Receptionist configuration. See AI Receptionist Setup.