Setup
Live in under an hour. Or in a week with white-glove help.
RecepDesk supports two onboarding paths — full self-serve (Core Platform) or managed onboarding (Managed Voice + Enterprise). Both end with a working voice agent on your phone number.
Self-serve setup
Six steps, under an hour, no developer required.
The Core Platform onboarding path. We pre-seed everything industry-specific; you customize what's left.
01
Sign up
Pick your industry, enter your business details, add a card (no charge for 14 days). 5 minutes.
02
Confirm what we pre-seeded
Your agent already has the right voice, prompts, FAQs, and policy rules for your vertical. Skim the system prompt, edit a few FAQs to match your business. 15–20 minutes.
03
Set business hours + transfer rules
Tell RecepDesk when you're open, who to transfer to (mainline, on-call, after-hours voicemail), and any DTMF shortcuts. 10 minutes.
04
Provision a number
Buy a Twilio number inside RecepDesk (we recommend a local area code). The number auto-wires to your agent — VoiceUrl, webhook, recording consent. 2 minutes.
05
Test call yourself
Call your new number from your cell. Listen end-to-end. Adjust prompts in the dashboard. Repeat once or twice. 10–15 minutes.
06
Connect your calendar (optional)
If you want the agent to book appointments, connect Google or Outlook in Integrations. The agent reads availability and writes the appointment live. 5 minutes.
Managed onboarding
When you want it built with you — not by you.
Available on Managed Voice ($299/mo) and Enterprise. Our team runs discovery, tunes your prompts, wires your integrations, and tests with you before go-live.
Discovery workshop
One-hour call with our solutions team. We map your call types, escalation paths, and the systems we'll integrate with.
Custom prompt tuning
We rewrite your agent's system prompt and FAQ library based on the workshop — beyond the industry default, tuned to your tone, services, and edge cases.
Integration wiring
Our team configures your calendar, CRM, and EHR/PMS connections during onboarding — included in Managed and Enterprise.
Listen-test sessions
Multi-round listen-test with your team. We replay sample calls, refine prompts, and tune transfer logic before you point your live number at RecepDesk.
Phone number porting
We coordinate the LOA with your current carrier and port your existing main line — typically 3–5 business days, no service interruption.
Ongoing optimization
Monthly review with weak-spot transcript pulls and prompt updates. Included on Managed and Enterprise.
Onboarding questions, answered
How long until our first answered call?
Self-serve setup: under an hour from signup. Managed onboarding: typically 5–7 business days for discovery + tuning + number porting.
Do I need to write any prompts?
No. Self-serve seeds your industry's full prompt and FAQ library at signup. You skim, you might edit a few lines — you don't author from scratch.
Can I bring my existing number?
Yes. Port it via our managed onboarding (3–5 business days, no downtime), or temporarily forward it to a new RecepDesk number while you evaluate.
What if my business hours change?
Hours and transfer rules are first-class settings in the dashboard. Update any time — changes go live within seconds via the agent's cache TTL.
Do healthcare tenants need anything extra?
Healthcare, dental, and SNF tenants sign a BAA before activating PHI-touching add-ons (Clinical Documentation, Insurance Eligibility). Core voice answering can go live without it.
Can a developer integrate us?
Yes. Every call emits structured webhook events (call.started, call.qualified, transfer.completed) and our REST API covers tenant, agent, calls, and analytics. Documentation included on every plan.
The fastest way to learn the platform is to start the trial.
By the end of day one you'll have a number, a working agent, and your first answered call. Decide before any card is charged.