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DocumentationGetting StartedQuickstart

Getting started

Quickstart

Go from a new Autiq business to a tested AI receptionist and connected business workflow.

Create the business workspace

  1. 1Create or sign in to your Autiq account.
  2. 2Complete the business setup so the workspace has a business context for customers, appointments, staff, integrations, and AI configuration.
  3. 3Confirm that the seven-day trial is active if this is a new business.

Configure the receptionist

  1. 1Open AI Receptionist.
  2. 2Choose the receptionist identity and an available Vapi Voice Library voice.
  3. 3Set the greeting.
  4. 4Add accurate business knowledge.
  5. 5Configure staff transfer destinations where needed.
  6. 6Assign the supported Autiq business phone number and test an inbound call.

Enable scheduling

  1. 1Review the business's appointment rules.
  2. 2Connect Google Calendar when external calendar coordination is needed.
  3. 3Test an availability request.
  4. 4Book a test appointment and verify the result in Autiq.

Connect optional services

  1. 1Connect ClickUp if the business uses ClickUp for collaboration and task workflows.
  2. 2Connect Zoom if Autiq should schedule meetings on behalf of the authorized Zoom user.
  3. 3Connect Meta if the business needs supported Facebook Messenger or Instagram business messaging workflows.

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