Live & answering now: +1 289-778-4594 β€” hear the Botnira AI receptionist in action. Start free trial →
Guide · Getting Started

Go-Live Checklist

Before you point real customers at your Botnira AI receptionist, run through this checklist. Most launch problems trace back to one of these steps being skipped.

  • ⏱ 10 minutes
  • 🎯 Beginner
🧠

Training

Business description covers services, hours, pricing and policies. FAQs include the questions customers actually ask most. Tone and voice are chosen and sound right when tested.

Training guide →
πŸ“ž

Channels

Phone number connected (if using voice). WhatsApp Business number connected via Meta Cloud API (if using WhatsApp). Web chat widget embedded on your site. Email auto-reply and SMS set up, if applicable.

πŸ“…

Appointment booking

Booking flow tested end to end -- name, phone number and preferred time are captured correctly and a confirmation is sent.

πŸ™‹

Human hand-off

At least one team member has access to the unified inbox and knows how to jump into a conversation when Botnira escalates it.

πŸ§ͺ

Testing

You've called or messaged your own AI receptionist with real customer-style questions, including at least one it should escalate to a human.

πŸ’³

Plan & billing

You know which plan you're on (or still on the free trial), which channels it includes, and what happens if you exceed voice minutes or AI messages.

Free trial guide →
πŸ’‘

Tip

Don't launch and walk away. Check your dashboard's conversation logs during the first week to see exactly what customers are asking -- it's the fastest way to find gaps in your training.

Continue the setup

Related guides

πŸš€

Creating Your Botnira Account

Start here if you haven't signed up yet.

Read the guide →
🧠

Training Your AI Receptionist

Add your business description, FAQs, tone and voice.

Read the guide →
πŸ“Š

Understanding Your Dashboard

A tour of training, channels, inbox, analytics and billing.

Read the guide →

Ready to go live?

Start your 5-day free trial -- no credit card required, live in about 3 minutes.