Overview
The Receptionist onboarding wizard guides you through creating a kiosk-ready reception agent in four steps. The process extracts your brand identity, lets you import contacts, and configures the kiosk appearance.
The wizard is designed to get you up and running quickly. You can always refine contacts, styling, and settings after the initial setup.
Starting the Wizard
- Navigate to Agents → Create New Agent
- Select Receptionist as the agent type
- The onboarding wizard opens with a 4-step flow
The 4-Step Process
Name & Domain
Name your receptionist and enter your company domain for brand extraction.
Import Contacts
Add employee contacts that visitors can search and call from the kiosk.
Customize Appearance
Select an avatar, theme, and brand colors for the kiosk.
Review & Create
Review your configuration and create the agent.
Step 1: Name & Domain
Agent Name
Give your receptionist a descriptive name. This appears in the dashboard to identify it among your agents.
If you leave the name blank, it defaults to “Receptionist” with the current date and time.
Company Domain
Enter your company website URL (e.g., https://humanizing.com). The platform uses this to:
- Extract brand colors via Brandfetch integration
- Detect your logo for kiosk branding
- Set context for the receptionist’s identity
You can click Example to pre-fill with humanizing.com and see how extraction works.
Brand Extraction
After entering a domain, click Extract to fetch brand colors and logo. The extracted colors appear as swatches you can select as your primary brand color.
If extraction doesn’t find your exact colors, you can manually enter a hex code or use the color picker. Click “Skip” to proceed without brand extraction.
Add the employees that visitors will be able to find and contact through the kiosk.
There are three ways to add contacts:
| Method | Description |
|---|
| Manual entry | Fill in name, phone, and email for each contact |
| CSV import | Upload a CSV file with columns: name, phone, email |
| Paste from clipboard | Paste comma-separated contact data directly |
| Field | Required | Description |
|---|
| Name | Yes | Full name displayed in search results |
| Phone | No | Phone number for calling |
| Email | No | Email address for search |
This step is optional. Click Skip for now to proceed without contacts and add them later from the Contacts page.
Step 3: Customize Appearance
Configure how the kiosk looks to visitors.
Avatar Selection
Choose a 3D avatar from the gallery. The avatar appears on the kiosk attract screen and throughout the visitor flow.
Theme
Select between Light and Dark mode for the kiosk interface.
| Theme | Best For |
|---|
| Light | Bright lobbies, corporate offices, reception desks |
| Dark | Dimmer environments, modern aesthetics, tech offices |
Brand Colors
Select or customize your primary brand color. You can:
- Click an extracted color swatch from Step 1
- Use the color picker
- Enter a hex code manually
Preview
The right side of the screen shows a live preview of the kiosk with your current settings. Toggle between Portrait and Landscape orientations to see how it looks on different devices.
Step 4: Review & Create
Review all your settings before creating the agent:
- Agent name and domain
- Contacts count
- Avatar, theme, and brand color
Click Create Receptionist to finalize. The agent is created and you’re redirected to the Playground where you can:
- Preview the kiosk
- Copy the deployment URL
- Test the visitor flow
After Onboarding
