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.
The steps
| Step | What you do |
|---|---|
| Name | Name your assistant, like “Reception”. The name is internal and callers don’t hear it. |
| 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. |
| Test | Talk to the assistant in your browser and rate how it went. |
| Plan | Choose a plan. The first month is free. |
| 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 to the plan, or It needs polish to adjust it first. 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.