Getting Started

Welcome to Agentic Front Desk. These steps take about 30 minutes, and your AI receptionist goes live automatically once they're done. Steps with a guide open when you click them.

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Step 1 — Do this now

Use the Google account you signed up with. Pharmacies: also sign the legal documents sent to you by Moonlight AI via SignWell. Everyone else accepted the Terms at checkout and has nothing to sign.

Open the Portal →

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Step 2

Set Up Your Business in the Portal

In Business Setup, fill the tabs from left to right: locations, departments, services, then staff. Add the answers the AI should give callers to the Knowledge Base. Restaurants add their menu; info desks focus on the Knowledge Base.

Open guide →

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Step 3 — if you take appointments

Connect Your Google Calendars

Create a work calendar for each staff member, share it with the AI, and enter the Calendar ID on their Portal profile, then click Check access to confirm it works. Restaurants and info desks skip this step.

Choose whether to publish your AI number directly or forward your existing business number, and set your escalation line.

In Portal → Settings, set Online Booking Status to Enabled once your details are in. This is the switch that lets your line go live.

Open Settings →

ℹ️ Your calendar stays yours. Agentic Front Desk reads your Google Calendars through a service account you control, and you can revoke that access at any time by removing it from your calendars. Your business and client data (staff, services, bookings, CRM records) is stored in Canada, in our secured, tenant-isolated database — we act as your data processor, never the data owner.

✅ Going Live (Automatic)

We check every 6 hours. Once the checks below pass, your account goes live and we email you. There is nothing to submit or reply to. Until then, callers to your AI number hear that the service isn't available yet.

What we check

You've signed in to your Portal at least once
Online Booking Status is set to Enabled in Portal Settings
Your subscription is active
Pharmacies: your legal documents are signed

Text messages

Calls work from the day you go live. Canada: text confirmations and reminders work from the day you go live too — Canadian numbers need no carrier registration. United States: US mobile carriers require a registration (A2P 10DLC) first. We submit it automatically using the details from your signup, and texts start once carriers approve it, usually 5–8 business days after signup. Your Portal Home page shows its progress.

🎉 How you will know you are live: You will receive an email with the subject "Your AI Front Desk is now LIVE" the moment all checks pass. You can also call your AI number — if it greets you with your business name, you are active.

If activation has not completed within 24 hours of finishing all steps, email support@moonlightai.ca with your business name and we will investigate immediately.