AI Receptionist Deployment Checklist

Lindsay Neilsen24 Sep, 2025Technology

An AI receptionist deployment checklist ensures a smooth launch by covering all critical steps. It includes verifying system integration with phones, calendars, and CRMs, confirming data security compliance, and testing call handling accuracy. Staff training and fallback protocols are established for seamless human handoff. Monitoring tools are set up to track performance and gather feedback. This checklist guarantees the AI receptionist is secure, reliable, and fully prepared for live deployment.