Getting Started
Easy as 1-2-3
Getting started with Convodesk AI is simple. No scripts, no contracts, no IT department. Set up your AI receptionist in under 15 minutes and start converting leads 24/7.
Tell us about your business
Sign up and answer a few quick questions — your business type, services, and hours. No scripts needed. Our AI learns from your answers to have natural, on-brand conversations from day one.
- Choose your business category (auto shop, pizza shop, restaurant, etc.)
- Add your service catalog so the AI knows what to recommend
- Set your weekly availability for appointment booking
- Customize the chatbot personality and escalation rules
Tell us about your business
Connect your channels
Plug in your phone number, embed the chat widget on your website, and connect your email. No IT support required — it takes under 5 minutes per channel.
- Forward your business phone to your new AI receptionist number
- Paste one line of code to add the chat widget to your website
- Connect SMS and email for automated confirmations & reminders
- Integrate with Zapier for CRM and third-party workflows
Connect your channels
Start converting leads 24/7
Your AI receptionist is live. It answers calls, qualifies leads, books appointments, sends confirmations, and detects no-shows — all while you focus on running your business.
- Every call is transcribed, summarized, and logged in your CRM
- Appointments are booked directly into your calendar
- No-shows get automatic follow-up sequences
- Escalations alert your team instantly via SMS and email
Start converting leads 24/7
Why businesses choose us
Quick and easy setup
No lengthy onboarding process, no technical knowledge required. Just answer a few questions and you're live.
Setup in 15 minutes
No lengthy onboarding. Answer a few questions and your AI receptionist is ready to go.
Works with any phone system
Simple call forwarding. No hardware, no app installs, no IT department needed.
Change plans anytime
Flexible monthly billing with no annual contracts. Scale up or down as your business grows.
30-day money-back guarantee
Try us risk-free. If we're not a fit in the first 30 days, get a full refund.
No scripts required
Our AI has natural conversations using context from your business profile — not rigid scripts.
Real-time dashboard
See every call, chat, and lead in one place. Track conversions, no-shows, and team performance.
End-to-end integrations
We play well with your tools
Convodesk AI connects seamlessly with the tools you already use — no complex setup required.
Twilio
Voice & SMS
OpenAI
AI Conversations
Resend
Email Delivery
Zapier
CRM & Workflows
Supabase
Database & Auth
Stripe
Billing
Ready to get started?
Join hundreds of local businesses that never miss a customer call. Start your 7-day free trial today.