Where to find itOpens when you create your account
When you create your account, the guided setup opens. Progress is saved at every step, so you can leave and continue later. You can switch between English and Español at the top right without losing what you’ve entered.
The steps
In the US, Plan is the first step.
| Step | What you do |
|---|---|
| Plan | Choose a plan, add your business details, and complete checkout. The first 14 days are free. |
| Channel | Press Choose voice so the assistant answers your phone calls. |
| Your assistant | Choose the tasks it should handle, add your website, and set up the calendar, transfers, and emails. If we already have your website, it’s filled in for you. |
| Test | Talk to the assistant in your browser and rate how it went. It uses the Skylar voice, which you can change later. To skip it for now, press Try later. |
| Your number | Get a number and the steps to forward your calls to the assistant. |
If the test isn’t what you expected
After the test call, choose It went well to move on, or It needs polish to adjust it first. With It needs polish, you can tell us what you’d improve and press Send. Our team reads every answer. From there you can Edit the assistant or Talk to our team and book a free session for help.
If you need help
Press I need help at any step. From there you can Call the team or Book a session to get help with the setup.
Good to know
If you leave the guided setup with Go to the platform, your changes are saved. You can finish the assistant from Assistants, where it’s called “My first assistant”.