Using the Configuration Checklist
Please use the “Print” function at the bottom of the page to create a PDF.
Valid for AI Receptionist (Momentum AI).
This article walks you through configuring your AI Receptionist using the Configuration Checklist. The Configuration Checklist is the default screen you will see after completing AI Receptionist onboarding. It replaces the AI Agent Portal Dashboard as your starting point, while keeping the Dashboard fully accessible at any time. The checklist groups your setup information into simple, logical sections so you can complete your AI Receptionist’s configuration at your own pace.
Accessing the AI Receptionist
- Log in to your IONOS account.
- Click on Menu > AI Frontdesk in the title bar.
- Click Manage within the tile of your AI Receptionist package.
- Click on Customer Portal under Actions for the desired receptionist. The Dashboard opens.
Note
You can switch freely between the Configuration Checklist and the AI Agent Portal Dashboard at any time. Select Portal in the top-right corner of the checklist to open the Dashboard, or select Configuration Checklist from the Dashboard to return.
What you’ll find in the checklist
- Training source: re-train or re-initialise your AI Receptionist’s knowledge base.
- My business: enter or update your business name, address, public phone number, business description, website link, business hours, time zone, products & services, and FAQs.
- My AI Receptionist: Configure your assistant’s name, job title, voice, language, gender, speaking style, and more.
Additional sections may appear depending on your package and configuration.
Editing customer inquiry handling
Customer inquiry handling (how your AI Receptionist responds to specific caller questions) is visible in the Configuration Checklist but cannot be edited there. To make changes, open the AI Agent Portal Dashboard and go to the Workflows menu, or use Vibe Mode. See Using Vibe Mode to configure your AI Receptionist for details.
Re-initialising your AI Receptionist
Please Note
Re-initialising your AI Receptionist overwrites all existing agent data. This process takes approximately two minutes.
To re-initialise your agent:
- Open the Training source section at the top of the Configuration Checklist.
- Provide your business website.
- Click on Re-train & reinitialize to start re-initialisation. This will overwrite your agent’s existing configuration.
Frequently asked questions
Why am I seeing a different setup screen after onboarding?
From August 2026, the Configuration Checklist became the default view you see after completing onboarding, replacing the AI Agent Portal Dashboard as your starting screen. This is expected — your AI Receptionist and its existing settings have not changed.
Can I still access the AI Agent Portal Dashboard?
Yes. Select Portal in the top-right corner of the Configuration Checklist at any time.
Can I edit how my AI Receptionist responds to customer inquiries from the checklist?
No. Inquiry handling changes must be made from the AI Agent Portal Dashboard’s Workflows menu, or through Vibe Mode.