> For the complete documentation index, see [llms.txt](https://manuals.dialox.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://manuals.dialox.ai/smart-receptionist/guided-setup/overview.md).

# Guided setup overview

The Guided Setup turns a new Smart Receptionist into a working one in 9 short steps, pre-filled from your existing phone system and website.

The Guided Setup asks what the receptionist needs to know, one topic per screen. A lot is filled in for you:

* **From Enreach Contact:** queues, call groups and users. The Start screen tells you what it found, for example *4 queues, 1 call groups and 15 users found*.
* **From the company website:** the company name, what the company does, address, phone number, email address, opening hours, and suggested topics.

Check everything before you continue. **The receptionist never invents facts, and it repeats what you enter here as truth.**

## The 9 steps

| # | Step            | The question it answers                                  | Change later in                    |
| - | --------------- | -------------------------------------------------------- | ---------------------------------- |
| 1 | Start           | Where can the receptionist read about the company?       | Content → 1. Company (Website)     |
| 2 | Company         | Who is the receptionist working for?                     | Content → 1. Company, 10. Persona  |
| 3 | Front desk      | Who takes over when the receptionist can't place a call? | Content → 2. Front desk            |
| 4 | Telephone hours | When is the telephone answered?                          | Content → 1. Company, 6. Timeplans |
| 5 | Departments     | Which departments can callers be connected to?           | Content → 3. Departments           |
| 6 | Colleagues      | Which colleagues may callers ask for by name?            | Content → 4. Colleagues            |
| 7 | Topics          | What do callers phone about?                             | Content → 5. Topics                |
| 8 | Channels        | How do people reach the receptionist?                    | Channels                           |
| 9 | Review          | Is everything right?                                     | —                                  |

Use **Back** and **Continue** to move between steps. The bar at the top shows where you are.

{% hint style="info" %}
**Finish doesn't make the receptionist live.** It writes the setup into the bot's *draft*. Callers only get the new version after you **Publish**. See [Test and publish](/smart-receptionist/content-settings/test-and-publish.md).
{% endhint %}

## Step 1: Start

**Website.** Enter the company website, for example `www.example.com`. The receptionist reads the homepage and contact page and fills in the next steps for you. Leave it empty to fill in everything yourself.

Click **Continue**. Reading the website takes a few seconds.

<figure><img src="https://3570729730-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmRSkEkoJwaBZ2OeQbHM%2Fuploads%2FzNKarDajQ9H85fqBxrQe%2Fsr-18b-gs-1-start-filled.jpg?alt=media&amp;token=58fe7317-16d3-4a8f-b70b-a7dce8fc633a" alt="Step 1: the Start screen shows what was found in Enreach Contact and asks for the website"><figcaption><p>Step 1: the Start screen shows what was found in Enreach Contact and asks for the website</p></figcaption></figure>

## Next step

[Company, front desk and hours](/smart-receptionist/guided-setup/company-front-desk-and-hours.md)
