Help center

Setup / 5 min

Set up your AI receptionist

Get Catchdesk ready to answer calls with the right business details.

This is the setup hub for the AI receptionist. Start with the core business details, then use the linked guides below for services, knowledge, calendar booking, SMS, and automations.

Read next

Setup / 2 minChoose your industryPick your trade so Catchdesk starts with the right setup defaults.Setup / 5 minAdd services and pricesTeach Catchdesk what you offer and which prices it may say out loud.Setup / 6 minBuild your knowledge baseWrite the answers Catchdesk should give so it sounds like your team.Scheduling / 3 minConnect Google CalendarLet Catchdesk check availability and create bookings from calls.Messaging / 10 minRegister for business texting (10DLC)Complete US carrier registration so your texts send reliably instead of getting filtered.Automations / 4 minHow automations workA tour of everything Catchdesk can do for you on its own.Automations / 6 minBuild a follow-up planSet up automatic text sequences that win back leads who went quiet.
  1. 1

    Open Settings

    In the Catchdesk app, go to Settings and review the AI Agent section.

  2. 2

    Confirm identity and tone

    Open Identity and Personality. Set the assistant name and the tone you want callers to hear.

  3. 3

    Add the facts Catchdesk should use

    Add your services, prices, FAQs, policies, and business details. Use the Services and Knowledge guides below if you need the full walkthrough.

  4. 4

    Connect the workflows you want

    Review call handling, calendar booking, business texting, and automations. Each feature has its own linked guide so you can configure it carefully.

Notes

  • Catchdesk answers from the business details and services you save. Keep services current before sending real calls.
  • If you are unsure what to add, start with your top five services and the questions you ask every new caller.