The fastest way to trust your AI receptionist is to call it yourself.
Before you call
Make sure these three things are true (the Setup Assistant will tell you if any are missing):
- A phone number is purchased and assigned to your practice.
- A voice is selected (Settings → AI Voice → pick one and Save).
- Business hours are set — otherwise the AI will treat every call as after-hours.
Place the call
Pick up your cell phone and dial the FrontDesk number shown in the Setup Assistant. Within a second or two you should hear:
- A short greeting using your practice name and the voice you picked.
- A pause, then an open-ended prompt like "How can I help you today?"
If you hear silence for more than 5 seconds, hang up and check Settings → Phone → Numbers — the most common cause is the number being purchased but not yet routed.
What to try
Run through the 4 scenarios real patients will hit 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, phone number, and offer real times from your calendar.
- Reschedule — "I have an appointment Friday and need to move it to next week." The AI should look up your record and offer alternative times.
- Ask a question — "What insurance do you take?" or "Do you do same-day visits?" The AI should answer from your FAQ scripts, not invent something.
- Get a human — "I'd rather talk to a person." The AI should offer to transfer, page staff, or take a message — whichever you configured.
Watch the live transcript
While you're on the call, the Setup Assistant shows a live transcript in the test-call panel. After you hang up, the call also appears in Calls → Logs with:
- Full transcript (turn-by-turn)
- Recording (if call recording is on)
- AI summary
- Any appointments booked
- Any messages or transfers
What to fix after the test
| What you heard | Where to fix it |
|---|---|
| Greeting was wrong, awkward, or used the wrong practice name | Settings → AI Voice → Greeting |
| Voice gender, accent, or pacing felt off | Settings → AI Voice → Voice |
| AI didn't know a service | Settings → AI Voice → Scripts |
| AI offered times outside your hours | Settings → Organization → Business Hours |
| AI didn't transfer when asked | Settings → AI Voice → Rules → Transfer rules |
Run a second test
Most setups need 2–3 iterations before the AI sounds the way you want. After every edit, save, call back, and listen for the change. The whole loop is under a minute per pass.
Once you're happy, you're ready to forward your real number (Settings → Phone → Inbound) and go live.