These guides explain available workflows, not an activation of every feature. Your plan, permissions and connected services determine what you can use. If a step is unavailable, contact us before purchasing or changing access.
01 / PRACTICAL GUIDE
Start with your workspace
Use the invitation sent to your own email address to set your password. Never forward its activation link or login code.
At login, check the business name and your available modules. If the account or access is wrong, stop and contact support before entering client data.
The 14-day trial starts after our team confirms its scope and dates. The registration request alone does not activate a workspace. No card is requested in the trial form; no paid continuation without explicit agreement.
Open Settings → My Profile → Platform Language, choose French or English and save. Sign in again if the change is not visible. Your personal preference takes priority over the workspace default.
A workspace administrator can set the default in Settings → Business Profile → Platform Language. Some provider labels may still fall back to English.
Interface language does not set the voice, greeting or knowledge language of your assistant. Check those settings separately before going live.
If Voice AI is included and enabled for your role, open AI Agents → Voice AI. Identify the intended agent before creating another. If the menu is missing, ask us to verify your plan and permissions.
Define one job: reception, appointment requests, lead qualification or support. Prepare approved services, opening hours, service area, FAQ and escalation rules. Leave missing details to complete rather than guessing them.
Choose an available compatible voice, review the greeting and attached knowledge, then inspect the actions and deployment settings. Saving a draft is not proof that calls or bookings work. Test with consent before activation.
Prepare a short source document covering your services, prices you are willing to communicate, opening hours, area served and questions requiring a human. Use only information you can share with callers.
With the appropriate permissions, review AI Agents → Knowledge Base and the source import status. Explicitly select the intended base in the agent settings; a base existing in the library is not proof of an association.
After an update, check one known question and one question with no answer. The assistant should use approved information or hand off. Never upload another business’s records, passwords or unnecessary personal data.
In the intended workspace, open Settings → Phone System → Phone numbers if available to your role. Search by country and capabilities, and review recurring rental and usage costs before choosing.
Complete any identity checks and required regulatory/address bundles. Required bundles must be approved, match the country and number type, and be attached during purchase. Availability and approval are not guaranteed.
Only confirm a purchase after reviewing its costs. Then assign routing and the agent and test with consent. An existing number may need a separate transfer or forwarding process: ask before buying a duplicate.
Describe the second role and check your plan’s actual entitlement first. If it is included, a second assistant should not automatically mean a second subscription. More minutes and more agents are different needs.
If a limit or required module is not covered, request a comparison of the eligible option and upgrade, including setup and usage. Do not assume that an extra phone number is always necessary; routing must be assessed.
Keep agents for one business in its own workspace, with distinct responsibilities and appropriate knowledge. Do not mix unrelated clients’ data.
Feature access, AI consumption and phone rental are separate items. A dollar credit is not a fixed number of voice minutes. Check the allowance, billing cycle and usage statement supplied for your own account.
Before buying an available top-up, review the quantity, currency, expiry, taxes and total. A recurring option requires explicit agreement. If no purchase option is available, contact us rather than assuming a payment will add minutes.
After a confirmed payment, verify the credited balance and transaction history. If the balance is missing, do not pay again: report the transaction reference through support. An upgrade is complete only when the new rights are available.
Confirm which calendar is connected, its timezone, availability and the assistant’s permission to book. A proposed time is not a confirmed appointment until it appears in the correct calendar.
For a callback request, provide the country code and phone number, preferred time and timezone. Agree to the callback and check the confirmation. Do not confuse the website voice demo with a scheduled phone call.
If the request is only awaiting review, no call time is guaranteed. Report missing bookings or repeated callbacks with the approximate time and relevant screen, without exposing client data.
No sound in the demo? Check device volume and the microphone permission for this site. Starting audio is your choice. You can always use the written contact form without granting microphone access.
A module is missing? Check the selected workspace and your role before changing configuration. A phone agent not answering requires checking assignment, hours, routing and balance; do not repeatedly buy numbers or raise limits.
Note the exact error, page, approximate time and steps to reproduce it. Remove private data from screenshots. Support can then investigate the right step without asking for your password.
Use the support form linked below for configuration or access issues. Start with a short explanation; include the workspace name only when necessary. Choose email or request a callback.
Never send passwords, one-time codes, full payment-card details or identity documents in a public chat or ordinary support message. Use an approved secure process if documents are required.
The public AI assistant can explain public offers. Private account investigations require identity and access checks. For immediate physical danger, contact local emergency services rather than this business assistant.