Business Builder

Business Builder is your AI-powered command center for managing your Frontdesk receptionist using natural language. Instead of navigating menus and forms, just type what you want in plain English and the AI takes care of the rest.

What is Business Builder?

Business Builder provides a chat interface where you can ask the AI to read or update virtually any aspect of your receptionist's configuration. Behind the scenes, it executes tools against Frontdesk's APIs and renders the results as rich visual cards right in the conversation.

Accessing Business Builder

  1. Open your receptionist dashboard.
  2. Click Business Builder in the sidebar.
  3. The chat interface appears, ready for your first message.

What you can do

Business Builder can handle a wide range of tasks across your receptionist, including:

Calls and texts

  • View recent call logs and listen to recordings
  • Review text message history
  • Check call analytics and usage charts

Contacts and CRM

  • Look up, create, update, or delete leads and contacts
  • Add notes to contact records
  • Create and manage support tickets

Receptionist configuration

  • Update your receptionist's greeting, instructions, and behavior
  • Change the voice model
  • Update the knowledge base
  • Toggle features on and off

Scheduling

  • View and manage calendar events and availability
  • Check booking details

Automation

  • Build and manage automation sequences
  • Configure webhook endpoints
  • Set up notification preferences

Web forms and chatbot

  • Create and edit web forms
  • Preview and configure your chatbot

Analytics

  • View usage stats, call volume charts, and performance metrics

Rich UI cards

When results benefit from visual display, Business Builder renders interactive cards inline in the chat. Examples include:

  • Voice Cards -- preview and select voice models
  • Config Diff -- see exactly what changed before confirming an update
  • Confirmation Card -- approve or reject a proposed change
  • Call Log Player -- listen to call recordings
  • Contact Card -- view contact details at a glance
  • Analytics Chart -- visualize call trends and metrics
  • Availability Grid -- see scheduling availability
  • Chatbot Preview -- preview chatbot appearance
  • Knowledge Base Card -- view knowledge base entries
  • Webhook Config Card -- review webhook settings
  • Sequence Builder -- build automation sequences visually
  • Form Builder -- design web forms
  • Phone Number Card -- view your provisioned number
  • Notification Settings -- configure notification preferences
  • Video Tutorial -- embedded tutorial videos

Confirmation for changes

When you ask Business Builder to make a change (like updating your greeting or changing a voice), it will show you a confirmation card with the proposed changes before applying them. You must approve the change before it takes effect. This ensures you always stay in control.

Chat sessions

Business Builder saves your conversation history. You can:

  • Continue a previous conversation
  • Start a new chat session
  • Review past interactions

Tips for effective use

  • Be specific in your requests: "Change my greeting to say 'Welcome to Acme Corp'" works better than "update my greeting."
  • Ask follow-up questions -- the AI remembers the context of your conversation.
  • Use natural language -- you do not need to know any technical terminology.
  • For complex changes, the AI will walk you through it step by step.

Troubleshooting

  • AI not responding -- check your internet connection and refresh the page.
  • Changes not taking effect -- make sure you approved the confirmation card. Unapproved changes are not applied.
  • Cannot access Business Builder -- this feature may require a specific plan or feature flag. Contact support if you do not see it in your sidebar.