1 · Create your workspace
Start the 7-day free trial and create your workspace with your business name. You are the owner; invite teammates later from Team in the sidebar.
2 · Set up the AI Receptionist
Open AI Receptionist in the sidebar. The setup bar shows five steps — complete them in order:
Get a number through ANGARIS or connect/port an existing one from Phone & Messaging in Settings. Messaging carrier verification runs inside that flow.
Name the assistant, pick the language (English, Spanish or Turkish) and set the greeting and business hours.
Add your hours, address, pricing, services and FAQs. The receptionist answers only from approved knowledge.
Turn on routing for appointments, lead capture, escalations and after-hours behavior.
Run a safe test call. When it sounds right, enable the receptionist — it answers every call from then on.
3 · Customers & appointments
Add customers in Customers — or let the receptionist create them from calls. Every call, message and appointment lands on one Customer 360 timeline. Appointments booked by the AI appear in Appointments immediately.
4 · Meetings
Connect Google Workspace or Calendar from Connections to sync meetings. Meeting Assistant transcribes and extracts decisions and action items; Live Translation (PRO minutes, full on OS) translates speech in real time.
5 · Automations & follow-ups
Automations turns customer events into work: missed-call texts, appointment confirmations, follow-up reminders and CRM updates. Start with a template, then adjust triggers to your business.
6 · Plan entitlements
CORE runs customer operations. PRO adds AI Sales and pipeline. OS adds Global Commerce, multi-location operations and Business Brain. See the full plan comparison — your current plan is always shown in the top bar of the panel.
Getting help
Inside the panel, use the ? button in the top bar for live support, or reach the team any time.