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AI Receptionist Implementation Checklist for Contractors

Updated October 3, 2026 · Documentation-verified; controlled call testing pending unless explicitly stated

ImplementationContractor operations
Editorial status: This page separates vendor-documented capabilities from TradeCall Lab analysis. No product receives a hands-on performance ranking until it has completed the same controlled call protocol.

Most failed deployments are workflow failures, not model failures. Use a written go-live checklist.

  1. Export 30 days of call reasons and missed-call data.
  2. Define approved answers and prohibited promises.
  3. Define emergency/safety triggers.
  4. Configure service area and business hours.
  5. Connect calendar/CRM only after field mapping is documented.
  6. Set transfer destinations and no-answer fallbacks.
  7. Run the same 12 controlled test calls.
  8. Start with after-hours/overflow traffic.
  9. Review transcripts daily for the first week.
  10. Maintain a one-step rollback to voicemail or human answering.