RingDesk AI
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Setup dashboard

Setup in progress

Complete the setup steps on this device and review the portal pages that are ready to use.

Continue setup

Setup readiness

0 of 8 steps complete

0%

Checking the setup drafts saved on this device…

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Business Basics

Business name, industry, description and optional website.

Setup readiness summary

0

Completed steps

8

Remaining steps

4

Available previews

Setup checklist

Review a completed step at any time or continue from the first unfinished step.

  1. Business Basics

    Not complete

    Business name, industry, description and optional website.

    Continue

  2. Call Situations

    Not complete

    Choose which incoming call situations the AI should cover.

    Continue

  3. Use Cases

    Not complete

    Choose the approved tasks the AI may perform for callers.

    Continue

  4. Services & Policies

    Not complete

    Add services, prices and approved cancellation or refund information.

    Continue

  5. Knowledge Base

    Not complete

    Add approved FAQs, business facts and forbidden topics.

    Continue

  6. Language & Voice

    Not complete

    Choose the voice used by the AI phone receptionist.

    Continue

  7. Human Escalation

    Awaiting configuration

    Plan when the AI should stop and hand the call to your team.

    View planned step

  8. Review & Submit

    Awaiting configuration

    Check every setup step before requesting draft generation.

    View planned step

Available previews

These pages use local setup drafts and do not claim server activation.

Test AITry questions against locally saved knowledge drafts.AI ProfileReview the current local AI setup summary.Knowledge BaseReview locally saved FAQs, facts and policies.AvailabilityConfigure business hours and after-hours handling.

Live call metrics are not connected yet

Real call totals, minutes and lead data will appear only after the backend APIs and a live phone service are connected.