Going Live
Get your firm set up and take your first real intake.
By Ivan1 author6 articles
How to add the Lexidesk chat widget to your websiteThe three Lexidesk widget formats, when to use each, and how to install the one that fits your site.
How to connect your calendar and start taking consult bookingsHow to set up your consult offers so clients can book straight from the AI, using whichever scheduler your firm already uses.
How to set up call transfers to your team (and what to do after hours)How to tell Lexidesk who to transfer calls to, write instructions the AI will actually follow, and set availability for after-hours teams.
Adding Lexidesk's DNS records to your domain (and why it matters)What DNS records Lexidesk needs on your domain, why they matter, and the fastest way to get them added on any registrar.
How to set up and use the Referral NetworkSend leads you can't take to trusted partner firms, track whether they accepted, and grow your referral relationships.
How to test your AI before going liveA practical checklist for running test calls and catching issues before your AI handles real leads.