Where do I go to do this?
Setup starts automatically once you've created your account. If you close the page part way through, sign in again and you'll be dropped back at the step you'd reached.
What happens on this page?
In a few minutes you'll have a live phone number that your AI assistant answers.
There are eight steps. Most of them take under a minute. The two worth slowing down for are your greeting and your scenarios, and we'll say so when you get there.
You don't have to do it in one sitting. Every step is saved as you finish it, so you can close the page and pick it back up whenever suits.
Worth having to hand before you start
Your website address, if you have one
Your opening hours
Your mobile number, if you'd like us to text you about calls
Nothing here is compulsory except your business details and accepting the terms.
The eight steps
1. Let's get started
A short introduction and one button. Nothing to fill in.
2. Your website
If you have a website, tick the box and let us read it. We look at your public pages and pull out the sort of thing your callers ask about: what you do, where you work, when you're open.
This is purely to save you typing. Everything we find lands in the next step where you can check it, change it or delete it.
No website, or you'd rather we didn't? There are buttons for both, and the rest of setup works exactly the same. You'll just fill in the next step yourself.
3. The basics
Your name, your business name, what kind of business it is, and what you do. List your services one per line.
Two fields here matter more than they look:
Opening hours. If we couldn't find these on your website we fill in standard hours as a starting point, and we tell you when we've done that. Please check them. Your assistant uses these when someone asks whether you are open, and to decide when it's allowed to put a caller through to you, so hours that aren't yours have a real consequence later.
Your mobile. Optional. We only use it to text you about your calls and to reach you if there's ever a problem with your account.
If setup got here before we'd finished reading your website, you'll see a note saying so. Anything we find still drops in behind you.
4. Your callers
Tick what people normally ring you about, and add anything else in your own words. It's a quick step and it shapes the suggestions you get in step 6, so it's worth a moment's thought rather than a fast click-through.
5. Your greeting and voice
This is the first one to slow down on.
The greeting is the very first thing every caller hears. We write one for you using your business name, and you can change it however you like. Read it out loud before you move on. It's surprising how different a sentence sounds spoken versus written.
You have some disclosure obligations to be aware of. In short, the EU AI Act says that AI needs to identify itself at the start of any call, and GDPR says that you need to inform callers that the call is recorded at the start of any call. Our default message does both. You might also have industry-specific disclosure obligations.
Then pick a voice. Filter by accent and gender, and press play to hear each one. We open on Irish accents because most of our customers want one, but everything is there. If there are specific accents that aren't on the list (Jamaican anyone?), we can probably source them for you, just ask.
Press Build my assistant and we'll put it together. This step takes a few seconds longer than the others.
6. Build your scenarios
This is the other one to slow down on.
A scenario is one sentence and one plan. The sentence says what the caller wants, the plan says what your assistant does about it: answer them, take a message, put them through to you, or send them a text.
You'll find three waiting for you that almost every business needs: Pricing, Emergencies and Complaints. We'll also suggest a few based on what you told us in step 4. Change any of them, delete the ones that don't apply, and add up to three of your own.
Underneath is your safety net, beginning "Anything else". That's what happens on every call that doesn't match a scenario: your assistant takes a message.
In a hurry? There's a Skip this for now button. Your assistant will still cover emergencies, complaints and pricing by taking a message, and you'll still get your number. It just won't send texts or put callers through until you come back and set that up in the Scenario Builder page.
7. Notifications
How would you like to hear about your calls? Email, text, both, or neither.
On email you can send everything to one address, or route different kinds of call to different people. You can copy someone in, choose whether to include calls where nobody spoke, and attach the recording if you want it. You can customise this later as well, so you don't need to get it right first time - see: Email Notifications.
We also have Smart SMS Notifications where you can define exactly when you want to be notified by text - see: Smart SMS Notifications. Also, see SMS Pricing.
Whatever you choose, every call is logged in your Call History page regardless. Notifications are a convenience, not the record.
8. Your number
This is where we give you a trial number. Ring it.
Genuinely, ring it now while you're sitting there. It takes thirty seconds and it's the moment the whole thing stops being abstract. There are buttons to copy it, or to send it to someone else by WhatsApp or text (if you're onboarding on your mobile) so they can try it too. Lots of our customers describe this as the "ah-ha" moment when the penny drops.
If your number isn't quite ready, you'll see a note saying so. We'll email you the moment it is, usually within the hour, and everything else is already done.
Can I stop and come back?
Yes. Each step is saved when you finish it, and signing back in returns you to where you left off. Once you finish onboarding, all of this is accessible via our dashboard.
The one thing to know is that setup runs in one direction. Once you reach step 8 and your number appears, setup is finished and the page closes behind you. Signing in after that takes you to your dashboard instead, which is where everything is managed from then on.
Changing things afterwards
Your scenarios are yours to manage any time, from the Scenario Builder on your dashboard. Add them, change them, delete them, as often as you like.
For anything else set during setup — your business name, your greeting, your voice, your opening hours, your notification settings — everything is linked via the dashboard.
