LinkUp Setup Guide
Your AI Receptionist Setup Guide
Follow these 8 steps to get your WhatsApp AI receptionist configured and ready to capture customers for your business.
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Welcome
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Welcome to Your AI Receptionist
This guide walks you through setting up your LinkUp AI receptionist step by step. You do not need any technical experience. Just follow along and fill in the sections as you go.
What your AI receptionist does for you
- ✓Answers customer WhatsApp messages automatically — 24 hours a day, 7 days a week
- ✓Tells customers your prices, hours, and services without you having to type it yourself
- ✓Collects customer name, phone number, and what service they need
- ✓Books appointment requests and sends you a structured lead
- ✓Alerts you immediately when a customer needs a real person
Before LinkUp
- Customer messages at 9pm → no reply → goes elsewhere
- Same price question answered 10 times a day
- Busy with a client → miss 3 leads
- No way to know which inquiries became real jobs
After LinkUp
- Customer messages at 9pm → AI replies in 5 seconds
- AI answers price questions automatically, all day
- Every inquiry captured as a structured lead
- You see exactly which service customers ask about most
💡 How to use this guide
Work through each step in order. Fill in the templates as you go — they help you plan what to tell your AI. By the end, you will have everything ready to go live.This guide covers 8 steps:
- Business Profile
- Service Categories
- AI Setup
- Train Your AI
- Lead Capture
- WhatsApp Handoff
- Review & Improve
- Go-Live Checklist