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AI CSR onboarding

This article walks you through the 5-step onboarding flow that gets your AI CSR live and answering calls. At the end of all five steps, Maya is active and handling inbound calls for your business 24/7.

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Before you start

  • You must have the AI CSR module enabled on your Servinix account.
  • You need Admin access in Servinix.
  • Have your business phone number and team contact details ready for the transfer rules step.

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Steps

The onboarding checklist appears at the top of the AI CSR operations hub (/receptionist) and stays visible until all 5 steps are complete. You can complete the steps in order or return to any step by clicking Review next to it.

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Step 1 — Confirm your business basics

  1. Go to AI CSR in the left sidebar.
  2. In the onboarding checklist, click Review next to Confirm your business basics.
  3. This takes you to Settings → Account & Branding (/settings/account). Verify your business name, address, and contact details are correct — Maya uses this information to introduce herself to callers.
  4. Save any changes and return to the AI CSR hub.

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Step 2 — Hire Maya — pick your AI receptionist

  1. Click Review next to Hire Maya — pick your AI receptionist.
  2. You land on the voice selection page at /receptionist/setup/voice.
  3. Listen to each of the six available voices, then click Hire Maya to confirm your selection.
See Hire Maya — pick an AI receptionist voice for full details on each voice option.

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Step 3 — Review your FAQs

  1. Click Review next to Review your FAQs.
  2. You land on the FAQ editor at /receptionist/settings/faq.
  3. Review the AI-suggested drafts Maya has pre-written, accept or edit any that apply, and add FAQs for your most common caller questions.
See Configure FAQs for the AI CSR for the full FAQ workflow.

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Step 4 — Set transfer rules

  1. Click Review next to Set transfer rules.
  2. You land on the Settings page at /receptionist/settings#transfer-rules.
  3. Review the always-on safety rules and add any custom transfer rules your business needs.
See Set transfer rules for Maya for guidance on custom rules.

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Step 5 — Test call — hear Maya before you go live

  1. Click Review next to Test call — hear Maya before you go live.
  2. Follow the prompts to place a test call to your configured number.
  3. Confirm Maya answers, uses the correct greeting and voice, and handles a sample question correctly.
See Make a test call for step-by-step instructions.

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Result / verify

When all 5 steps are complete, the checklist shows 5 of 5 done and the status bar reads Maya is on — Handling calls 24/7 for [your business name]. Inbound calls to your configured number are now answered by Maya.