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How to set up your AI receptionist

Learn how to configure your AI receptionist in just a few minutes. We'll walk you through setting up your business information, FAQ responses, and phone number.

Setting up your first phone number

Get your dedicated phone number or forward your existing number to start receiving calls with your AI receptionist.

Customizing your FAQ responses

Add your business hours, services, pricing, and common questions to help your AI receptionist answer customer inquiries accurately.

Interactive Call Forwarding Setup

How It Works

You can use Greet with your existing phone number by setting up call forwarding. This way, you keep your current number public while Greet handles all incoming calls behind the scenes. When someone calls your existing number, the call will be automatically forwarded to your Greet number where our AI will answer and handle the conversation.

Option 1: Forward to Greet

Keep your existing number public and forward all calls to your Greet number. Your customers call your familiar number, but Greet handles the conversation.

Option 2: Use Greet as Main

Use your Greet number as your main business number and share it publicly. Your existing number becomes a backup or personal number.

Choose Your Forwarding Preference

Immediate Forwarding

All calls go directly to Greet without ringing your phone first.

Forward When No Answer

Calls ring your phone first, then forward to Greet if you don't answer.

Select Your Carrier

Important Notes:

• Some carriers require you to contact customer service to set up forwarding
• Make sure to test the forwarding after setup
• Keep your Greet number active to receive forwarded calls

Complete Call Forwarding Guide

This section provides comprehensive instructions for setting up call forwarding with all major carriers to use your existing phone number with Greet.

Forwarding Types Explained

Immediate Forwarding: All calls go directly to Greet without ringing your phone first.

Forward When No Answer: Calls ring your phone first, then forward to Greet if you don't answer.

Carrier-Specific Instructions

Verizon: For immediate forwarding call *72, for no-answer forwarding call *90. Enter your Greet number and press #. To disable call *73 (immediate) or *91 (no-answer).

AT&T: For immediate forwarding call *21*, for no-answer forwarding call *61*. Enter your Greet number and press #. To disable call #21# (immediate) or #61# (no-answer).

T-Mobile, Cricket, Metro & Other Carriers: Most carriers require calling customer service at 611 to set up call forwarding. Ask to set up either immediate call forwarding or call forwarding when no answer, and provide your Greet phone number.

Setup Tips and Troubleshooting

Some carriers require you to contact customer service to set up forwarding
Make sure to test the forwarding after setup
Keep your Greet number active to receive forwarded calls
With no-answer forwarding, you can still answer calls on your phone before they forward to Greet

Understanding call transcripts

Every conversation is transcribed and sent to your email. Learn how to access and use these transcripts to improve your business.

Call playback and recordings

Listen to recorded calls and review conversations to understand customer needs and improve your service.

SMS summaries and notifications

Receive instant text message summaries of every call, including key information and next steps.

Understanding your plan limits

Learn about call limits, features included in your plan, and how to upgrade when you need more capacity.

Managing your subscription

Update your billing information, change plans, or cancel your subscription through your account settings.

Payment methods and billing cycles

Add or update payment methods, view billing history, and understand when charges occur.

AI not answering calls properly

Common issues and solutions for when your AI receptionist isn't responding as expected.

Phone number issues

Troubleshoot problems with call forwarding, number porting, or receiving calls.

Email notifications not working

Fix issues with call transcripts and email notifications not being delivered.