"I don't have time to set up a new phone system."
That's the most common objection from business owners considering an AI answering service. And it made sense—ten years ago. Traditional phone systems required weeks of installation, technician visits, hardware configuration, and employee training.
AI answering services work differently. There's no hardware. No installation. No IT department required.
This guide walks through the complete setup process, step by step, with realistic time estimates for each phase. Total time: under 15 minutes from account creation to your first test call.
What You'll Need Before You Start
Before you begin, gather these basics:
Required:
- Your business phone number (the one you want answered)
- Business name
- General idea of your business hours
Not required:
- Technical skills
- Special equipment
- IT support
- Previous phone system experience
That's it. If you can fill out a web form, you can set up an AI answering service. The platform handles everything else.
Set aside 15 uninterrupted minutes. Close other tabs. Silence notifications. This works best when you can focus.
The 15-Minute Setup: Step by Step
Here's the exact timeline for a complete setup:
| Step | Task | Time |
|---|---|---|
| 1 | Create account | 2 min |
| 2 | Add phone number | 3 min |
| 3 | Create greeting | 5 min |
| 4 | Set business hours | 2 min |
| 5 | Test first call | 3 min |
| Total | 15 min |
Step 1: Create Your Account (2 Minutes)
The signup process is straightforward:
- Visit the NextPhone signup page
- Enter your email address
- Create a password
- Verify your email (check inbox for confirmation link)
- Click to confirm
Account created. You're now in the dashboard.
This step takes about two minutes. Most of that time is waiting for the confirmation email and clicking the link.
Step 2: Add Your Phone Number (3 Minutes)
Now connect your business phone number to the AI system.
You have two options:
Option A: Forward your existing number (instant) Set up call forwarding from your current phone to your new AI receptionist number. Calls start routing immediately.
Option B: Port your number (1-4 days) Transfer full ownership of your number to the new provider. More permanent, but takes longer due to carrier processing.
For same-day activation, choose forwarding. You can always port the number later once you've confirmed everything works.
To set up forwarding:
- The platform provides a destination number
- Call your carrier or use their forwarding code
- Enter the destination number
- Test by calling your business line—it should ring through to the AI
Three minutes, and your number is connected.
Step 3: Create Your Greeting (5 Minutes)
This is what callers hear when the AI answers. It sets the tone for every interaction.
You have two options:
Type your greeting — The AI voice reads your text. Quick and easy to update.
Record your voice — Use your own voice for a personal touch. Takes slightly longer.
For fastest setup, type your greeting. Here's a template:
"Thank you for calling [Business Name]. I'm an AI assistant and I can help you with scheduling, questions about our services, or connect you with our team. How can I help you today?"
Keep your greeting:
- Under 20 seconds
- Clear about what you do
- Specific about how you can help
You can refine this later based on actual caller interactions. For now, get something functional in place.
Five minutes covers writing, reviewing, and saving your greeting.
Step 4: Set Your Business Hours (2 Minutes)
Tell the system when you're open and when you're closed.
- Select days of operation (Monday-Friday, weekends, etc.)
- Set opening time for each day
- Set closing time for each day
- Choose after-hours behavior:
- Take voicemail
- Provide different message
- Offer emergency callback option
Double-check your timezone setting—this is the most common error in this step. Wrong timezone means your "open" hours display incorrectly to the AI.
Two minutes and your schedule is configured.
Step 5: Test Your First Call (3 Minutes)
Before going live with real customers, test the system.
- Grab a different phone (cell phone, colleague's phone)
- Call your business number
- Listen to the greeting
- Ask a sample question
- Check the dashboard—does the call appear in your log?
- Verify you received a notification (email, SMS, or both)
This test confirms:
- Calls are routing correctly
- Greeting sounds as intended
- AI is responding appropriately
- Notifications are working
Three minutes of testing prevents surprises when real callers arrive.
Setup complete. Total elapsed time: 15 minutes.
Troubleshooting Common First-Time Issues
Most users complete setup without problems. But if something isn't working, here are the quick fixes:
Calls Aren't Reaching the AI
Symptom: You call your business number and it rings normally (not the AI).
Fix: Call forwarding isn't active or the destination number is wrong.
- Verify forwarding is enabled with your carrier
- Double-check the forwarding destination number
- Some carriers require a specific code (like *72) to activate forwarding
Greeting Sounds Wrong
Symptom: The AI greeting sounds different than expected—wrong words, strange pacing, or unclear.
Fix: Edit the greeting text or re-record.
- Check for typos or unusual punctuation
- Adjust AI voice settings (speed, tone) if available
- Consider recording your own voice for full control
Not Receiving Notifications
Symptom: Calls show in the log but you're not getting alerts.
Fix: Check notification settings.
- Verify your email address is correct
- Confirm SMS number if using text alerts
- Check spam folder for email notifications
- Ensure notification preferences are turned on
Business Hours Display Incorrectly
Symptom: AI says you're closed when you should be open (or vice versa).
Fix: Timezone mismatch.
- Go to settings and verify timezone
- Confirm AM/PM is correct for each time slot
- Save changes and test again
Your AI Receptionist Is Live—Now What?
Setup is complete. Calls are routing to your AI. Here's what happens next:
Immediately:
- Every incoming call is answered by your AI receptionist
- Calls are logged with recordings and transcripts
- Notifications arrive based on your settings
First 24-48 hours:
- Monitor your first 5-10 calls
- Read transcripts to see how callers interact
- Note any questions the AI struggles with
- Identify patterns in what callers ask
First week adjustments:
- Refine your greeting based on real interactions
- Add specific instructions for common requests
- Adjust business hours if needed
- Fine-tune notification preferences
Longer term:
- Consider porting your number (if still forwarding)
- Set up calendar integration for booking
- Configure CRM sync for lead capture
- Add SMS follow-up automations
Your first setup doesn't need to be perfect. The goal is functional—answering calls, capturing information, notifying you. Optimization comes after you see how real callers interact with the system.
Why Traditional Phone Systems Take Weeks (And AI Doesn't)
If you've ever installed a business phone system before, you might be wondering why this is so much faster.
Traditional phone systems require:
- Hardware installation (phones, servers, wiring)
- Technician site visits
- Configuration by IT professionals
- Employee training on new equipment
- Testing and troubleshooting physical connections
VoIP systems improved this:
- Software-based, less hardware
- Faster configuration
- Still requires setup and learning curve
- Usually takes days to weeks
AI answering services skip all of it:
- No hardware—cloud-based platform
- No installation—already running
- No IT department—consumer-friendly interface
- No training—AI handles conversations automatically
You're not building a phone system. You're configuring one that already exists. That's why 15 minutes is realistic instead of 15 days.
Frequently Asked Questions
Do I need any technical skills to set up an AI answering service?
No. The setup process is designed for business owners, not IT professionals. If you can fill out online forms and click through a wizard, you have the skills needed. No coding, no configuration files, no command lines.
Can I change my settings after the initial setup?
Yes—everything is editable. Your greeting, business hours, notification preferences, and AI behavior can all be adjusted at any time. Initial setup isn't permanent. Most users refine their configuration after seeing how real callers interact with the system.
Should I port my number or use call forwarding?
Start with forwarding for instant activation. Forwarding routes calls immediately without waiting for carrier processing. Once you've confirmed the AI is working correctly, you can port your number for a permanent solution. Porting typically takes 1-4 business days.
Will the AI handle calls correctly from day one?
The AI starts working immediately and handles most calls effectively right away. However, you'll likely want to make small adjustments after reviewing your first several calls. Watch for common questions or scenarios specific to your business, then add instructions to address them.
What if I need help during setup?
Support is available if you get stuck. That said, over 90% of users complete setup without assistance. The process is designed to be self-service, with guidance at each step.
15 Minutes to a Professional Phone Presence
Setting up an AI answering service isn't the multi-week project phone systems used to require. The entire process—from creating your account to testing your first call—takes under 15 minutes.
No hardware to install. No technician visits to schedule. No employees to train.
Just five steps: sign up, add your number, create a greeting, set your hours, and test. Same-day activation. Immediate results.
Your first configuration doesn't need to be perfect. Get the system running, see how real callers interact, and refine from there.
- Ready to start? Your 15-minute setup begins here —