AI Receptionist Setup Planner for Home Services (Free)
Plan your AI receptionist setup before you switch anything on: pick how each call type is handled, what is collected and when to hand off. Free planner.
An AI receptionist setup goes better when the decisions are made before anything is switched on: how each type of call is handled, what the assistant collects, when it hands the caller to a person and what has to be ready beforehand.
This free AI Receptionist Setup Planner from LiveFixPro is made for home service businesses. It turns your answers into a call-flow plan and a readiness to-do list you can keep, print or hand to whoever sets it up.
It runs in your browser, and nothing you enter is uploaded or stored. Use business rules only, not customer details. This is a planning worksheet. It doesn't set up or connect to any phone system.
What the planner asks for
Business name.
When the assistant should answer. After hours only, when the line is busy or unanswered, or all calls.
How each call type is handled. For each call type you get, choose an action. Leave "Not applicable" for the rest.
Call types: new service request, emergency call, existing customer changing a visit, pricing question, hours or service area question, billing question, sales or vendor call, and wrong number.
Actions: answer from approved answers, book on the calendar, take a message, transfer to a person, or escalate to the on-call role now.
Details to collect from callers. Tick any of: caller name, callback number, job address (city or ZIP is enough to start), a description of the problem, preferred time and email address.
What counts as an emergency for your business. Your own definition.
Who takes handoffs (a role) and how they are reached. This is required if you chose a transfer or escalation action.
A readiness check. Seven items, such as written answers to common questions, a booking calendar, a place for messages that someone checks, a named on-call contact, approved greeting wording, a check of the rules for recording and disclosure, and someone who owns reviewing calls each week.
What you get back
A call-flow plan with:
When the assistant answers.
Each call type and its action.
What to collect from callers.
Your emergency rule.
Who takes handoffs.
A readiness to-do list of every item you haven't ticked yet.
Copy it, download it as a .txt file or print it.
Planning an AI receptionist for HVAC
An HVAC business might choose to escalate any no-heat or no-cool emergency to an on-call role right away, and book routine maintenance requests on the calendar. The planner lets you set a different action for each call type, so the rules match how your office works.
Planning an AI receptionist for plumbers
A plumbing business might separate burst-pipe emergencies, which go to a person, from quote requests, where the assistant collects the address and a description of the problem. Choose the actions and details that fit your calls.
Before you launch
Write the answers beforehand. Written answers to common questions head the readiness list. Our AI Assistant Knowledge Base Builder helps you write them.
Name a human for handoffs. Decide who takes a transferred call and how they are reached.
Check the rules for your area. Rules about recording calls and disclosing automated answering vary. Check what applies to you. This plan isn't legal advice.
Test every call type before you rely on it, and assign someone to review calls each week.
Plan for life-threatening emergencies. The assistant should tell callers to hang up and call 911 for fire, gas, medical or other immediate danger. Put that in your emergency rule.
What this tool is not
It's a planning worksheet. It doesn't set up, connect to or test a phone system, and it doesn't give legal advice. Review the plan before you use it.
Want help setting up an AI receptionist or chat assistant?
LiveFixPro sets up AI receptionists and chat assistants for businesses. Book a free consult and we'll look at how calls reach you today and what would fit. Every setup is scoped on the consult.
FAQ
What do I need for an AI receptionist setup?
Written answers to common questions, a rule for each call type, a person to hand off to, a place for messages and a way to book. This planner covers each of those.
Is this the same as the knowledge base builder?
No. The knowledge base builder writes the answers. This planner decides what the assistant does with each type of call.
Does the planner set up my phone system?
No. It's a planning worksheet. It doesn't set up or connect to any phone system.
Do I need to check rules about recording calls?
Rules about recording calls and disclosing automated answering vary, so check what applies to you before launch. The planner includes this on its readiness list and isn't legal advice.
Does the planner keep my call rules?
No. It runs in your browser, and nothing you enter is uploaded or stored. Copy or download the plan before you close the page.
Build your plan now
Use the planner above to map your calls, and book a free consult if you'd like help setting up an AI receptionist or chat assistant.