Getting started with Abby Connect is structured differently depending on your service. Below is an overview of what onboarding looks like for AI Receptionist and Human Receptionist clients.
AI Receptionist
AI Receptionist clients can complete setup independently or schedule a guided onboarding session.
Self-Serve Setup
You can configure your AI Receptionist directly in the portal using our step-by-step onboarding module. This allows you to:
Enter company information and FAQs
Add contacts and transfer rules
Configure call handling and routing logic
Connect scheduling
Prepare for test calls and forwarding
View the full setup guide here:
This option is ideal if you prefer to configure your setup independently at your own pace.
Optional Guided Onboarding Session
If you would like assistance reviewing your setup, configuring advanced logic, or preparing to go live, you can schedule a one-on-one session with an Abby specialist.
During this session, we can assist with:
Validate your call handling logic
Review routing and availability settings
Confirm scheduling configuration
Test call scenarios
Answer setup or workflow questions
Book your AI onboardings session here:
Human Receptionist
Human Receptionist clients receive a structured onboarding experience with a dedicated specialist.
This includes:
Up to 30 days of personalized onboarding support
Step-by-step guidance for scripts and call handling configuration
Assistance setting up contacts and integrations
Ongoing adjustments and refinements during your first month
Training to ensure a smooth transition
Your onboarding specialist works with you to fully customize your account before and after going live.
Book your Human Receptionist onboarding session here: