Do it yourself
Learn on plans
Already comfortable with AI? Start on plans, use setup guides, and build your own playbooks as you go.
- Live in about 3-4 days
- Monthly or yearly plans
- Guides and ongoing support
AI Training and Workshops
Hands-on training so your team masters AI tools in daily work — prompts, playbooks, and workflows that stick after the workshop ends.
The Challenge
Tools alone do not create adoption
Buying AI and hoping the team figures it out rarely works. People try ChatGPT once, freeze on the blank prompt, and go back to email. Literacy gaps, role fear, and no shared playbooks keep usage stuck at zero.
AI Training and Workshops teach your people to use Receptly and AI in daily work - prompts, playbooks, and live drills by role - so habits stick after the workshop ends. Not strategy consulting. Not a full system build.
- Zero or uneven AI literacy
- Fear of looking unskilled on the floor
- No prompts or playbooks by role
- Adoption that dies after day one
Book a discovery callSee plans
Book discovery for a workshop agenda - or see DIY plans if the team already ships.
See it
From blank prompts to real workflow drills.
Watch how a 1-2 day workshop moves a team from AI anxiety to role-ready playbooks - front desk, ops, and leadership practicing the same tools they will use Monday morning.
Process
A workshop arc your team can finish and keep using
Curriculum-shaped stages - assess, teach by role, practice live, then hand off adoption. Scroll; the live card updates with each stage. This is training, not a strategy roadmap or an implementation build.
Assess skills
Map literacy gaps, comfort levels, and who already experiments - so the workshop meets people where they are instead of assuming everyone starts at zero.
“Who is ready, who is stuck, and what scares the team?”
Role workshops
Front desk, ops, and leadership get separate tracks - the same platform, different jobs. Reception drills booking and FAQs; managers drill oversight and escalation.
“What does AI look like for my role on Monday?”
Playbooks & prompts
Hands-on libraries your team can copy: call scripts, follow-up prompts, intake checklists, and escalation lines - written for Receptly and their real stack.
“Give me the prompt I use when a caller asks X”
Live drills
Practice in real workflows - mock calls, booking edge cases, CRM notes, and handoffs - so muscle memory forms before the workshop ends.
“Run the after-hours overflow scenario end to end”
Adoption handoff
Leave with owners, a short practice cadence, and clear next steps - keep using DIY plans, deepen with Implementation, or book a refresh workshop later.
“How do we keep this alive after the two days?”
Curriculum
What is in the workshop
Compact modules you can run as a 1-2 day intensive or split across role sessions. Platform-first - Receptly and AI in the work you already do.
AI literacy foundations
What AI is good at, what it is not, and how to stay in control without jargon.
Front desk track
Answering, booking, FAQs, and escalation with Receptly - practiced on real call patterns.
Ops & leadership track
Oversight, transcripts, routing rules, and how managers coach the floor after go-live.
Prompt & playbook lab
Build the library your team will actually open - not a slide deck that dies in email.
Live workflow drills
Edge cases, after-hours overflow, CRM notes, and warm handoffs under time pressure.
Adoption plan
Owners, a short practice cadence, and when to lean on DIY plans vs Implementation.
Proof
From zero literacy to daily use
“My team had zero AI literacy. Zero. Some were scared, some tried ChatGPT once and gave up. Receptly ran a 2-day hands-on training — not theory, actual implementation. Within a week, my team was actually using it. Within a month, we couldn't run the business without it.”
“I had no idea how many calls I was losing after 5pm. I pulled my phone records. Turns out 40% of my inbound calls came after hours or on weekends. I was missing every single one. Receptly now answers 24/7. I booked $4,200 in jobs in the first month — all from calls I never even knew existed.”
Ways to get started
Train the team. Wire the stack only when you need to.
This page is workshops and adoption - not a strategy roadmap and not a full build. DIY plans stay available; Implementation is the bridge when systems still need connecting before people can practice.
Training & workshops
Teach the team with us
Hands-on sessions so front desk, ops, and leadership use Receptly day-to-day - prompts, playbooks, and drills that stick.
- 1-2 day intensive or role tracks
- Playbooks and prompt libraries
- Adoption cadence after the workshop
Done with you
When the system still needs wiring
Training assumes the platform is reachable. If voice, calendar, and CRM still need setup, AI Implementation builds that with you first.
- Scoped setup project
- Systems connected and tested
- Then train on the live stack
Prefer DIY? Start on plans. Need a roadmap first? See AI Strategy. Stack still unwired? AI Implementation. More on Services.
Get Started
Let's talk about your workflows
Book a discovery call or send us a message. We'll get back to you within one business day.
30 minutes to explore your automation opportunities. No pitch, no pressure—just a focused conversation about your workflow challenges.
- Identify high-impact automation opportunities
- Discuss your current tech stack
- Get a ballpark timeline and approach
Schedule a discovery call
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Frequently AskedQuestions
Neither. AI Training and Workshops teach your team to use AI and Receptly in daily work - literacy, role sessions, prompts, playbooks, and live drills. Strategy maps where AI pays off; Implementation wires voice, calendar, CRM, and channels. Training sits between: get people confident once the platform is reachable.