From first enquiry to a booked appointment.
A practical setup process.
Understand your workflow
We map the routine calls, messages, appointment needs, and staff handoff points that matter to your business.
Configure your system
We set approved responses, booking rules, business hours, and escalation boundaries around your operations.
Test before launch
We test routine calls, messages, booking behaviour, and handoff wording before your system is used.
Go live with control
Your team remains in control, with clear boundaries for what the agent handles and when it hands over.
Review and improve
We review real interactions and refine approved responses, workflows, and scheduling rules.
Map the workflow
We identify the routine enquiries, booking needs, approved answers, and staff handoff points for your business.
Configure and test
We connect the agent to the right calendar and channels, then test key customer journeys before launch.
Launch and improve
Your reception system goes live with clear boundaries, and we refine it using approved operational feedback.
Ready to see the process for your business?
Request a Midshif demo and explore how an AI receptionist could fit your calls, messages, appointments, and staff workflow.