Getting started
Quickstart
Go from a new Autiq business to a tested AI receptionist and connected business workflow.
Create the business workspace
- 1Create or sign in to your Autiq account.
- 2Complete the business setup so the workspace has a business context for customers, appointments, staff, integrations, and AI configuration.
- 3Confirm that the seven-day trial is active if this is a new business.
Configure the receptionist
- 1Open AI Receptionist.
- 2Choose the receptionist identity and an available Vapi Voice Library voice.
- 3Set the greeting.
- 4Add accurate business knowledge.
- 5Configure staff transfer destinations where needed.
- 6Assign the supported Autiq business phone number and test an inbound call.
Enable scheduling
- 1Review the business's appointment rules.
- 2Connect Google Calendar when external calendar coordination is needed.
- 3Test an availability request.
- 4Book a test appointment and verify the result in Autiq.
Connect optional services
- 1Connect ClickUp if the business uses ClickUp for collaboration and task workflows.
- 2Connect Zoom if Autiq should schedule meetings on behalf of the authorized Zoom user.
- 3Connect Meta if the business needs supported Facebook Messenger or Instagram business messaging workflows.
Recommended launch checklist
Test the receptionist with real customer-style questions before going live. Confirm the business name, service names, hours, appointment rules, staff names, and transfer numbers are all pronounced and handled correctly.
Tip
The quality of the receptionist depends heavily on the quality and clarity of the business information supplied to Autiq.
Related documentation
Receptionist setup
Configure your receptionist identity, greeting, business knowledge, voice, and call-routing behavior.
Scheduling
Understand Autiq's current appointment slot rules and the AI booking sequence.
Integrations
Connect Autiq to external services with business-scoped authorization and server-side credential handling.