Help & Support — Setup Guides

Setting up your AI receptionistEverything from teaching your assistant about your business to getting a phone number, forwarding your calls and taking bookings. The same guide is inside your dashboard under Support, where each step opens the screen it names.Getting startedWhat you have, how to try it, and who else can use it.

What you just set up A tour of the pieces — what your assistant knows, where it answers, and what it can do for a customer.

Try your assistant before your customers do Chat to it, and call it, from inside the portal — no phone number needed.

Add someone from your team Three levels of access, and what each one can do.

What your assistant knowsTeaching it about your business, and fixing what it got wrong.

Teaching your assistant Where its answers come from, and the fastest ways to make them better.

When a page or file won't add What each reason means and which ones are worth retrying.

Chat on your websiteThe chat bubble, how it talks, and reading what customers asked.

Put the chat on your website One line of code, and what to change about how it looks.

Change how your assistant talks Name, tone, what it should try to achieve, and the things it must never do.

Read what customers asked Every conversation, what the assistant could not answer, and what needs you.

Your phone assistantNumbers, forwarding, answering hours and transfers.

How the phone assistant works What happens when someone rings, and the three things you have to set up.

Get a phone number A local number for your assistant, included in a voice plan.

Send your existing number to your assistant The step everybody forgets — and the two ways to do it, which are not the same.

Decide when the AI answers Ring a person first, hand over after hours, and refuse the callers you do not want.

Putting callers through to your team Transfer groups, ring order and what the assistant says when nobody is available.

Change your assistant’s voice Pick a voice, an accent and how it speaks — and hear it before you save.

Bookings and quotesServices, prices, staff, confirmations and deposits.

Taking bookings What has to exist before your assistant can book anybody in.

Your services and what they cost Flat prices, hourly rates, tiers and the minimum call-out fee.

Who does the work, and when Add people, set their hours, and say which services each one performs.

Confirmations, reminders and follow-ups What your customer gets, when, and how to word it yourself.

Take a deposit or payment Charge at booking time, with the money going straight to you.

Leads and follow-upsGetting customer details, and chasing them up.

Capturing customer details Getting a name and a number out of a conversation, and where they end up.

Chasing quotes and checking in after a job Automatic follow-ups by text, email or a call from your assistant.

Your planWhat is included and what you have used.

Your plan, and what you are using Voice minutes, AI responses, knowledge base size — and what happens if you go over.

Something is not workingThe three problems people actually hit, in the order to check them.

My phone assistant isn't answering Work through these in order — the first two are the answer nine times out of ten.

Customers are told there are no times available An empty calendar almost always means one of five things.

My assistant gave a wrong answer Two very different causes, and how to tell them apart in one question.

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