Create your assistant

Set up your first AI receptionist from scratch.

Start

Open AI Receptionist. If you have no agent yet, the page shows No agent yet — choose Create agent.

Pick your business type

You are asked what kind of business you run. The choices are:

• Home services
• Dental / medical
• Legal
• Real estate
• Auto / dealership

Pick the closest. Your choice pre-writes the scenarios and the qualifying questions for that industry — a dental practice is asked whether the caller is a new or existing patient; a dealership is asked whether there is a trade-in. Everything is editable afterwards.

If none fit, pick the nearest and rewrite the scenario. The template is a starting point, not a constraint.

Let it read your website

If you gave your website address at signup, LimeCall will have scanned it to pre-fill what you do, your services and your hours.

Review what it found before going further. A scraper reads what is on the page, including out-of-date prices and a phone number you no longer use.

Work down the menu

The left-hand menu is ordered roughly the way you should fill it in.

1. Your Assistant — its name, its language, and the opening message callers hear first.

2. Knowledge — the four pages under this group are what the assistant actually knows. Do these before anything clever. An assistant with a beautiful voice and wrong prices is worse than no assistant.

3. Scenarios — what it should do on a call.

4. Voice & Tone — how it sounds.

5. Transfers & Escalation — when to fetch a human.

Everything else can wait until the basics work.

Set a transfer destination

Before you go live, set at least one number the assistant can transfer to, under Transfers & Escalation. An assistant with no escape hatch will keep a frustrated caller in a loop.

Test it

Open Test your agent and call it from your browser. See Test your assistant for what to listen for.

Connect it to a number

Open Phone Numbers, and on the number you want it to answer, set Who answers your calls to your AI receptionist.

You can also send only some calls to it — for example using the When busy destination so it picks up overflow while your team handles what it can. See Call forwarding & routing.

Version history

The editor keeps a Version history. If a change makes things worse, you can see what changed and restore an earlier version — useful when you have been editing the prompt heavily and the assistant starts behaving oddly.