Onboarding gets your AI working. The Getting Started checklist at the top of Home gets it answering real calls.
The checklist
Connect phone number
Get a number or port your existing one. Opens Connect Your Phone, where you pick a new number by area code (your first number is included in your plan and needs a verified email) or start porting your existing number, which typically takes 2–4 weeks. It ticks when the location has a number.
Configure AI Calling
Two optional steps grouped together:
- Configure AI voice settings: Set up your receptionist's greeting and voice. Opens Receptionist → AI Voice. Pick a voice, write your greeting, and add what it should know (parking, insurance, policies).
- Make a test call: Hear how your receptionist handles calls. Opens Receptionist → AI Voice → Call scripts, where Test next to a script calls your phone. A call to your new number counts too. See Your first test call.
Invite your team
Add team members to your practice. Opens Settings → Team. Invite front-desk staff, providers and managers. The number of team members depends on your plan.
When Connect phone number and Invite your team are done, the checklist reads Setup Complete! You can dismiss it with the X at any time; that hides it for your login.
Next in your first week
- Turn on texting for reminders and two-way texts: Settings → Phone & SMS, Texting tab (paid plans; during the trial or on Free, add a card first, which isn't charged for registering). See Turn on texting.
- Decide what happens after hours and who answers during the day: see Set call routing and forwarding.
- Set up reminders and confirmations: see Configure appointment reminders.
- Let patients book themselves: see Set up online booking.
- Read your first calls in Call Logs: see Review call recordings and transcripts.