Set up your AI receptionist

The AI Receptionist is an optional add-on ($89/month) that answers your phone when you can't. It greets callers in your office's name, qualifies them, books real appointments from your calendar, takes messages, and sends you a summary text after every call. Your phone number stays yours.

Before you start

Create a booking page in your CRM first (CRM, then Calendar, then Booking Pages). Your receptionist offers appointment times from your active booking page. Without one, it can still answer and take messages, but it cannot book.

Step 1: Add it to your team

1. Open your Noli dashboard and click the AI Receptionist tile (or go to Dashboard, then Phone).
2. Click "Add phone coverage". You'll go through a quick checkout: $89/month with 300 answered minutes included. There are no overage charges. If you use all 300 minutes, it takes messages until the 1st of the next month.

Step 2: Walk the setup wizard

Four quick steps:

1. Name your receptionist. Callers will hear this name. Most people match it to their Chief of Staff, so it feels like one hire.
2. Write your greeting. The default is "Thanks for calling [your office]. My name is [name]." When call recording is on, a required disclosure line is added after your greeting automatically. Turn recording off and the disclosure goes away too.
3. Choose its abilities. Booking appointments and answering questions each switch on and off independently. Taking messages is always on.
4. Give it reference material (only if question-answering is on): your instructions, up to five website links, and up to five documents from your Knowledge Base. It answers only from this material and never improvises.

Click "Turn on my receptionist". In about thirty seconds it has a local phone number.

Step 3: Forward your unanswered calls

Your receptionist has its own number, and your cell forwards to it only when you don't pick up. Dial the one-time code shown for your carrier (AT&T, T-Mobile, or Verizon). After that, calls you don't answer within about four rings go to your receptionist instead of voicemail. The disable code is right next to it whenever you want to turn it off.

Prefer zero setup? Skip forwarding and publish the receptionist's number directly on sign riders, portals, or your Google Business Profile as your office line.

Step 4: Test it

Call your receptionist's number from another phone. Say you're thinking about selling and ask for a time. Then check three places: the appointment on your CRM calendar, the new contact in your CRM, and the summary text from your Chief of Staff.

What it will and won't say

It will answer in your office's name, qualify callers, book real appointments, and take detailed messages. It will never quote prices or home values, give legal, tax, or lending advice, characterize neighborhoods or schools, discuss other clients or deals, or pretend to be human.

Managing it day to day

Everything lives on the Phone page: your minutes bar (300 included per month), the greeting and recording settings, its abilities and reference material, and a pause button that switches it to message-taking only. Saving any setting restarts your receptionist in about thirty seconds.