Getting Started

Create your account, set a password, add a payment method, and get oriented — so your AI receptionist is ready to answer calls.

1. Create your account

There are two ways your workspace gets created:

• You sign up yourself — go to the sign-up page, enter your name, business name, email, and a password, then choose a plan and add a card at checkout to activate your workspace.
• You're invited— if someone set up your business for you, you'll get a welcome email with a “Set your password” link. Click it, choose a password, and you're in.

2. Set or reset your password

If you were invited, the welcome email's link takes you to a page where you pick your password and are signed in automatically. Forgot your password later? Use Forgot password?on the sign-in screen and we'll email you a reset link (it expires in an hour).

3. Add a payment method

Depending on how your plan is set up, you may be asked to add a card before entering the app. This is done through a secure Stripe checkout — we never see or store your full card number.

4. Find your way around

Once inside, the left sidebar is your map. The essentials:

• AI Agents — build and tune the receptionist that answers calls.
• Phone Numbers — buy a number and connect it to an agent.
• Knowledge — teach the AI about your business and manage FAQs.
• Calls & Threads — review what happened on every call.
• Usage & Billing — track credits and manage your plan.

The fastest path to a working receptionist

1. 1
   Create an AI Agent and pick its voice and language.
2. 2
   Buy a phone number and assign it to that agent.
3. 3
   Add a few FAQs so it can answer common questions.
4. 4
   Set your business hours and what happens after hours.
5. 5
   Call your new number and hear it answer.