The fastest way to trust your AI receptionist is to talk to it yourself. You can have it call you, or you can call it.
Option 1: have the AI call you
- Open Receptionist → AI Voice and go to the Call scripts tab.
- Click Test next to a script (for example the one that answers calls). A script has to be turned on to test it.
- Enter the number to ring, or click Use My Phone, then Start Test Call.
- Answer and talk. The window shows the call status and a Live Transcript; End Call hangs up. When you are done it shows Test Call Complete! with the transcript.
This kind of test does not use AI minutes and is not added to Call Logs. The Free plan includes 5 tests a month (the window shows how many are left); paid plans have unlimited tests. During onboarding, step 5 (Call Me Now) is the same kind of call. See Test your AI with call scripts.
Option 2: call your FrontDesk number
Once the location has a number, open Settings → Phone & SMS. On the Calls tab your number shows Answering calls, and Test call reminds you which number to dial. Call it from your cell. You should hear your greeting in the voice you picked, then an invitation to say what you need.
This is a real call: it uses AI minutes and is logged like any other. While it is in progress it shows as live in Call Logs, where you can open it and follow the transcript. If you have the Setup Assistant open, it notices the call and checks in when it lands. No number yet? See Get a phone number.
What to try
Run through what real patients will ask on day one:
- Book a new appointment: "Hi, I'm a new patient and I'd like to schedule a cleaning." The AI should ask for your name and details and offer real open times.
- Reschedule: "I have an appointment Friday and need to move it." The AI should find your record by phone number and offer other times (if rescheduling is turned on).
- Ask a question: "What insurance do you take?" It should answer from what you have told it, not invent something.
- Ask for a person: "I'd rather talk to a person." It should transfer you or take a message, depending on your settings.
Read the call afterwards
A call to your number appears in Call Logs. Open it to see the AI summary, the transcript, the Call record (start, duration, from, to), any appointment it booked or changed, and the recording if call recording is on. See Review call recordings and transcripts.
What to fix after the test
| What you heard | Where to fix it |
|---|---|
| Greeting was wrong or awkward, or used the wrong name | Receptionist → AI Voice, Voice tab: Greeting and Introduces itself as |
| Voice, accent or pacing felt off | Receptionist → AI Voice, Voice tab: pick another voice |
| AI didn't know a service | Settings → Services |
| AI didn't know a fact (parking, insurance, policies) | Receptionist → AI Voice: Anything else it should know, or the Knowledge tab |
| AI offered times outside your hours | Settings → Locations: the location's hours |
| AI didn't transfer when asked | Receptionist → AI Voice, Voice tab: Transfer to a human and where transfers go |
With no hours set, the AI treats the location as open, so set your hours before you rely on after-hours behaviour.
Test again
Most setups need two or three passes. After each change, save and test again.
When you are happy, point your callers at the AI: use your FrontDesk number, or keep your existing number by porting or forwarding it. See Forwarding vs. buying a number.