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Get Your AI Live Today

This is real setup, not a demo. You’ll have a working AI answering your calls by the time you’re done.

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What you’ll have at the end

• A working AI that answers calls to your business
• Appointments booked directly into your calendar
• Real-time notifications when calls happen
• Full transcripts of every conversation

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Before you start

You’ll need:

• A CallDesk account (Sign up free →)
• Your business info (name, what you do, hours)
• Access to your calendar (Google, Outlook, or Apple)

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Step 1: Tell CallDesk what you want

When you first log in, you’ll see a text box where you describe what you want in plain English. We call this the “magic input” because you describe outcomes and CallDesk figures out how to deliver them. Learn how it works → Type what you want: Examples:

• “I never want to miss a call”
• “I want leads called back within 30 seconds”
• “I want reminder calls before appointments”

Let’s start with the most common: “I never want to miss a call” Click Deploy and CallDesk will create your AI receptionist.

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Step 2: Add your business info

Your AI needs to know about your business to answer questions. Add:

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Step 3: Connect your calendar

So the AI can see your availability and book appointments:

Connect Your Calendar

Step-by-step instructions for Google, Outlook, and Apple Calendar

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Step 4: Get your phone number

You have two options:

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Option A: Get a new CallDesk number (Instant)

1. Click “Get Phone Number”
2. Choose your area code
3. Done. Your number is live immediately

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Option B: Forward your existing number

1. Click “Forward Existing Number”
2. Follow the instructions for your carrier
3. Calls to your old number now go to your AI

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Step 5: Test it!

Call your new number from your phone. Your AI will answer. Have a conversation. Try to book an appointment.

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What happens next

• Calls come in → AI answers and handles them
• Appointments booked → They appear in your calendar
• You get notified → Real-time alerts to your phone
• Transcripts saved → Read every conversation in your dashboard

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Review your first real calls

After your first few real calls, review the transcripts:

1. Did the AI handle things well?
2. Any questions it couldn’t answer? Add them to your knowledge base.
3. Any edge cases? Adjust your settings.

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Next steps

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Stuck?