Getting started
Set up your business
Add your services, hours, FAQs and communication preferences so PrimaReply can answer customer enquiries accurately for your business.
About 5 minutes Updated 4 Sept 2026
What this does
Your saved business information guides what PrimaReply says, which services it recognises, and when customers can request help.
Before you begin
- Have your regular business hours ready.
- List the services customers most often request.
- Decide how you want the receptionist to sound.
Set up your business
- Sign in and open Settings.
- Complete Business profile, including your business name, contact details, time zone, and hours.
- Add your services and describe what each service covers.
- Review AI receptionist instructions and your lead qualification questions.
- Save each section before moving on.
Check that it worked
Open Settings → Overview. The configuration health panel shows what is ready and recommends your next step.
Next step
Use Test receptionist before allowing real customer messaging.
Related guides
Install PrimaReply on your phoneInstall PrimaReply on an iPhone or Android Home Screen so you can open the business dashboard quickly with an app-like experience.Manage Business KnowledgeAdd trusted answers, documents, website pages and customer links that PrimaReply can use in customer conversations.Switch PrimaReply liveReview your PrimaReply setup and move safely from the test workspace to live customer messaging when your business is ready.
See this workflow in PrimaReply
Learn how the product handles customer enquiries, or create a free workspace and test it with your own business details.