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Set up your AI Receptionist to answer calls

Activate your AI Receptionist for phone calls - set the scope, number of rings, greeting messages, and call transfer rules.


Your AI Receptionist can automatically answer calls when you're unavailable and represent you professionally. It captures key details from missed calls, helping you prioritize follow-ups.


Enable your AI Receptionist for calls

Turn it on

From Beside on the web

  1. Go to app.beside.com and click AI Receptionist in the left sidebar

  2. If you're on the πŸ‘₯ Business plan with multiple lines, select the line you want to configure from the dropdown at the top of the page

  3. Click Phone Calls under Channels

  4. Toggle on Answers Phone Calls (top right). Changes save automatically.

From the mobile app

  1. Open the Beside mobile app

  2. Go to the AI tab

  3. If you're on the πŸ‘₯ Business plan with multiple lines, select the line you want to configure from the dropdown at the top left

  4. In the Phone section, under Phone Calls, toggle on Answers Phone Calls

Define the scope

Under Scope, choose who your AI Receptionist answers.

On Beside on the web, click the Answers to dropdown to pick:

  • Missed From Everyone - answer all missed calls

  • Missed From Unsaved Numbers - only new or unknown callers

On the mobile app, additional scope options are available, including saved-contacts-only.

On mobile, you can also tap Exclude Contacts to prevent specific people from being routed to your AI. πŸ“– Control who your AI Receptionist handles

πŸ“Œ Note: If you don't pick up and your AI Receptionist isn't configured to handle that call (e.g. the caller is outside your defined scope), the call goes to your Beside voicemail instead. No call is ever lost.


Set the number of rings before the AI Receptionist picks up

By default, calls ring 4 times before being sent to the AI Receptionist. You can adjust this from Direct to Receptionist (0 rings) up to 10 rings - or pick any value in between to control how long your phone rings before the AI takes over.

πŸ“Œ The same setting controls voicemail. The number of rings you set here also applies when a call rolls over to voicemail (for callers outside your AI Receptionist's scope). There's a single ring count per line.

From Beside on the web

  1. Go to app.beside.com and click AI Receptionist in the left sidebar

  2. Select your line from the dropdown at the top, then click Phone Calls under Channels

  3. Under Scope, click the Answers after dropdown and select the number of rings (or Direct to Receptionist)

Changes save automatically.

From the mobile app

  1. Go to the AI tab

  2. In the Phone section, under Scope, tap Answers after (iPhone) or Rings before AI answers (Android)

  3. Select the number of rings

πŸ“Œ iOS note: the option 1 ring is not available on iOS - pick 0 or 2+ instead.


Customize your greeting and ending message

From Beside on the web

  1. Go to app.beside.com and click AI Receptionist in the left sidebar

  2. Select your line from the dropdown at the top

  3. Under Actions:

    • Click Welcome Greeting and edit the Greeting Message (what your AI says when it picks up)

    • Click Ending Message and edit the Closing Message (how it wraps up the conversation)

  4. Click Save on each page to apply your edits

From the mobile app

  1. Go to the AI tab

  2. In the Phone section, under Preference, you can set:

  • Welcome Greeting: The first thing your AI says when it picks up. Keep it warm and professional. Example: "Hi! You've reached Alex's AI Assistant. How can I help today?"

  • Ending Message: How your AI wraps up the call. Example: "Thanks for calling, we'll get back to you soon. Have a wonderful day!"

πŸ’‘ Tip: Use short, friendly sentences that sound like something you'd actually say. It makes your AI feel more human and approachable.


Set up Call Transfer

Your AI Receptionist can redirect calls automatically to the right person or phone line based on scenarios you define.


Test your setup

In the mobile app, tap Try Receptionist at the bottom of the AI tab, then Call Receptionist to simulate a call. You'll hear how your AI answers, routes, and ends calls before going live.

⚠️ Important: If you're forwarding your personal number to Beside, calling your Beside number from that same number may not work. Beside detects this as a self-call and may end it automatically. Use a different phone to test.


Set up your AI Receptionist for texts and emails

Now that your AI Receptionist handles calls, you can also enable it for:

πŸ“Œ Next step: Teach your AI Receptionist about your business so it can answer questions accurately. πŸ“– Train your AI Receptionist


FAQ

How do I set the time before the AI answers my calls?

Adjust the number of rings before the AI Receptionist picks up - see Set the number of rings before the AI Receptionist picks up above. You can pick anywhere from Direct to Receptionist (0 rings) up to 10 rings. The same setting also controls how long calls ring before going to voicemail (for callers outside your AI Receptionist's scope).

What if call recording is turned off for a contact?

The AI Receptionist will still handle their calls and generate a transcript. Call recording settings don't affect AI Receptionist behavior.

Is there a maximum call duration for AI Receptionist calls?

Yes. Calls handled by the AI Receptionist are limited to 10 minutes per call. If the call reaches the limit, it may end automatically.

What happens if I don't answer and the AI Receptionist is off?

The call goes to your Beside voicemail, where the caller can leave a recorded message.

Can I have different AI Receptionist settings per line?

Yes. On the πŸ‘₯ Business plan, each line has its own AI Receptionist with independent settings for scope, greetings, transfer rules, and knowledge base.

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