Finish the last setup checks on Home
See which setup steps are still open for answering calls and jump straight to the place that finishes each one.
Where to find it
Home (Easy mode: Essentials › Home)
Open this screen
Steps
- Open Home. In Easy mode it is “Home” under Essentials.
- Press “Start setup” (or “Continue setup”) in “Set up phone answering” to open the setup wizard, or “Set up by voice” to answer its questions by speaking. Managers see this card in Full mode too.
- In Easy mode, scroll to “Finish the last setup checks”. The items follow the wizard: “Start using your new number”, “Connect the number you already use”, then “Phone line and business hours”, “Your AI agent”, “Choose your agent's voice”, “Who to put through, and call rules” and “Switch on your AI agent”.
- Press “Open step N” on an item to open that step of the setup wizard directly (“Get a number” and “How-to guide” open their own screens).
- Check “Your phone lines”: each line shows Number ready, AI agent linked, Hours set and whether “Your AI agent answers” or “Your AI agent makes calls”. “Finish this line” opens the wizard on that line.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Start setup / Continue setup | Opens the setup wizard: the phone line and hours, your AI agent, its prompt, its voice, who to put through, a test call, then switching the agent on. | — |
| Set up by voice | The same wizard, with each question asked aloud and answered by speaking. | — |
| Connect the number you already use | Forwarding your existing number is set with your current phone company, so this step never gets a Done mark here. “Setup steps” opens Phone lines. | — |
| Choose your agent's voice | Never gets a Done mark: a voice always speaks (yours, the workspace's or the standard one), so there is nothing to check. | — |
| Choose how you use it | Opens Plan & options. | — |
Troubleshooting
A line says “Twilio is not connected yet, so no real call reaches this line yet.”
The phone service is not connected for this deployment yet. Your settings are kept; real calls arrive once the operator connects it.
The badge says “Not finished” although I finished the wizard.
The marks are read from your lines’ live checks. Open the line with “Finish this line” to see which check is still missing.
Tips
- The steps are marked from the same checks the line uses when a call arrives, so “Done” means calls will really follow it.
Good to know
- The checklist is on Easy mode's Home; in Full mode, managers see the “Set up phone answering” card, and the Setup wizard is in the Home group.
Related how-tos
- Setup wizard Set up phone answering in seven steps, one at a time: a phone line and its business hours, your agent's voice, your AI prompt, the knowledge base your agent answers from, who to put through and the rules for calls, a test, then switching your AI agent on.
- Get your calls answered by your AI agent Go from nothing to a line your AI agent answers: a number, a line, your agent and its knowledge, a test, then the switch.
- Phone lines See every phone line, whether your AI agent answers it, and open a line to set its number, AI agent, language, hours and who callers are put through to.
- Home See your desk at a glance when you sign in: today’s calls, the queue, alerts and what is waiting for you.