You can replace voicemail with AI answering in an afternoon, because the work isn't technical. It's deciding what you want a caller to hear, what you want them to be able to do, and who should get the calls that need a person. The forwarding itself takes a few minutes.
This guide is the plan we'd follow if we were doing it for our own business. It goes in seven steps, in the order that saves you rework.
The idea underneath it: you are not switching phone systems, you are writing down how your front desk already works. If you can explain your business to a new hire on their first day, you already know most of what the receptionist needs.
Before you start: decide what "done" looks like
Pick the outcome you want, in one sentence. For example: "Every call gets answered, routine ones get booked or answered, and my team sees a summary in the morning."
That sentence will settle a lot of small decisions later. When you're unsure whether a call should be handled or handed off, ask which choice moves closer to it.
If you're still weighing whether voicemail is costing you customers, the real cost of sending callers to voicemail explains the case.
Step 1: Look at what people actually call about
Open your call log, your voicemails, and your inbox for the last few weeks. List the reasons people called. You're looking for repeats.
Most businesses find that a handful of reasons cover most calls: booking, price, hours or location, a status question, a complaint. Write the top three to five, in a sentence each. Everything else can be a message.
This list becomes the spine of the setup, and it's more accurate than what you'd guess.
Step 2: Write down what the receptionist should know
Everything Airhug says comes from what you give it: your hours, services, prices, policies, and FAQs. So put them in, in plain language.
A workable first pass:
- Hours, including holidays.
- Services, each with a sentence about what it is and roughly how long it takes.
- Prices, or the honest answer to "how much does it cost?" If it depends, say what it depends on, and say that someone will follow up with a quote.
- Service area or location, and how to find you.
- Policies: cancellation, payment, what to bring.
- Five questions you get all the time, with the answers you'd give.
Write it the way you'd say it, not the way it would look on a brochure. When something changes later, you update the page once. The Coaching feature is built for this: every call, text, and chat uses the new answer right away.
Step 3: Set your rules for booking
Decide which appointment types the receptionist can book on its own, and which need approval.
For each type, note the length, who can take it, and anything that should happen first, like a form. Connect your calendar so Airhug can see what's open. It connects to common calendar providers and has its own built-in calendar if you don't use one.
Then choose which types are request-only. A request-only appointment gets the caller a clear "we'll confirm shortly," and someone on your team approves it. That's a good default for anything complicated, and you can loosen it later. See the Scheduling page.
Step 4: Decide who gets what
This is the step people rush, and it's the one that makes callers trust the system.
Write three short lists:
- Handled on the spot: bookings, reschedules, hours, directions, approved pricing.
- Goes to a person, with a complete message: quotes, billing, complaints, anything needing a decision.
- Urgent, goes to someone now: what counts as urgent for you, and who gets that call. Airhug routes urgent calls to the people you choose, and it tells callers with a real emergency to dial 911.
Name a person and a backup for the third list. We go deeper on where to draw these lines in when your AI receptionist should hand off to a person. If you also want a policy for closed hours, use an after-hours playbook.
Step 5: Forward your line
You can keep your current number. Most business phone systems and carriers let you forward calls to another number. You have three common choices:
- Forward everything. Airhug answers all calls. Simple, and a good way to start if your team is small.
- Forward when you don't answer. Calls ring your team first, then go to Airhug after a few rings. This works for a business that still wants to pick up when it can.
- Forward when you're closed or busy. Airhug covers after-hours and overflow only.
The exact steps depend on your carrier or phone system, so search for your provider's call-forwarding instructions. If you'd rather move the number entirely later, that's available as a port.
Don't forward for real until you've tested. Do step 6 first.
Step 6: Test like a customer
Call the number yourself, twice, before you announce anything.
Call one: a new customer. Ask for the first appointment you'd normally book. See whether it offers real times, collects what you need, and confirms clearly.
Call two: an awkward customer. Ask a question that isn't in your notes. Ask for a price exception. Say you're upset. Ask for a person. Say there's an emergency.
For each call, check three things. Did it do what you'd want a good employee to do? Did the right person get notified? Is the summary in the inbox accurate?
Fix what you find, and repeat until the second call goes the way you'd want.
Step 7: Go live, then read the summaries
Turn on forwarding. For the first week, read every summary. It takes ten minutes a day and it's the fastest way to get it right.
Keep a running list of:
- Questions it couldn't answer. Add each one to your knowledge.
- Calls that should have gone to a person and didn't. Tighten the rules.
- Calls that went to a person unnecessarily. Loosen them.
By the end of the week you'll have fixed the obvious gaps. The inbox shows everything by person, so you can see whether a caller's question was resolved.
What to expect and what not to
Some things will be easy: bookings, hours, and directions. Some will need tuning: how to handle price questions, what counts as urgent. A few things should stay with humans: complaints, sensitive conversations, and anything where you'd want your own judgment.
Callers won't be fooled about who they're talking to, and they shouldn't be. Airhug introduces itself as an AI, and anyone who asks for a person gets one.
You'll also find out what your business is really asked. That's a bonus. Reading a week of call summaries tells you which questions belong on your website.
A timeline for the afternoon
If you want to do this in one sitting:
| Time | What you do |
|---|---|
| First 30 minutes | Review your call log and list the top reasons for calls |
| Next 45 minutes | Write hours, services, prices, policies, and common answers |
| Next 30 minutes | Connect your calendar and set appointment rules |
| Next 30 minutes | Write your three lists and name who gets urgent calls |
| Next 15 minutes | Set up forwarding |
| Last 30 minutes | Test calls, fix gaps, go live |
Some businesses will take longer, especially if the calendar is complicated. That's fine. Starting with the rules is what matters.
Frequently asked questions
Can I keep my existing phone number?
Yes. Forward your existing number to Airhug, or port it over once you're comfortable.
How long does setup really take?
Most businesses are answering calls the same day. Add your hours and services, choose how calls are handled, and forward your line.
What if someone calls with an emergency?
Airhug routes urgent calls to the people you choose, and it tells callers with a real emergency to dial 911. Decide in advance who counts as on call.
Will Airhug make promises I didn't approve?
No. Airhug answers from your knowledge and your rules, and hands anything else to your team.