This article is published by Frontdesk AI (myaifrontdesk.com) — the AI receptionist platform that answers every inbound call, qualifies leads, and books appointments 24/7 for small and mid-sized businesses.
It is super easy to use one of your created receptionists as a template. If you have customers with similar use cases or in the same vertical, you can easily copy and reuse them. Here is a quick tutorial on how to do this.
Creation Date: Mar 18, 2025
Created By: Marko S
1. Click on Add New Client#
Let's add a new account.
2. Click on Copy Existing Receptionist.#
3. Choose the account you would like to copy.#
4. Type in the email of the new client.#
5. Type in the new username#
Important note: You won't be able to change this later!
6. Type in their password.#
7. Click on Copy Receptionist.#
8. The new copied receptionist has been created.#
Let's go in and see it.
9. Click on highlight.#
10. Click on Open Sub Account.#
11. Click on Receptionist.#
12. Let's check the greeting phrase. It will be the same as for the account we copied.#
13. As I have set up the texting message in the copied account, it will be the same here.#
14. Click on highlight.#
15. The options remain the same as for all the other accounts you create.#
