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.
Where to find it
Home › Setup wizard (Easy mode: Essentials › Setup wizard)
Open this screen
Steps
- Open Home › Setup wizard in the sidebar. It opens on the first step that is not done yet.
- Choose Start setting up by voice to answer each question out loud, or Use the keyboard instead.
- Work through the steps: Phone line and business hours, Choose your agent's voice, Build your AI prompt, Choose your knowledge base, Who to put through, and call rules, Test incoming and outgoing calls and Switch on your AI agent.
- Use Next and Back, or click a step in the list to jump to it. A tick marks the steps that are done.
- At the last step, switch your AI agent on for the line. Until it is on, calls ring your team. Tick AI agent switched on for this line and press Save; to switch it off, untick it and press Save.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Phone line and business hours | The line callers reach, its number, its business hours (optional) and the main language of its calls. The call language is one setting shared with the AI agent that answers the line: changing it here or on the agent’s page changes both. | — |
| Choose your agent's voice | The voice your agent speaks on calls. Only voices that speak the line's call language are listed (optional). With no AI agent yet, you create it here first. | — |
| Build your AI prompt | How your agent behaves: persona, model, instructions and quick replies, saved with one Save (optional). | — |
| Choose your knowledge base | The knowledge base this line's calls are answered from: a knowledge base built from your sources in Call (one of your AI agents), or your Chat App agent's knowledge base through its API key. It applies whichever voice you chose. | — |
| Who to put through, and call rules | Who rings when a caller asks for a person, transfer targets by time of day, and whether callers hear the monitoring notice (optional). | — |
| Test incoming and outgoing calls | Talk on screen, hear it on a real phone, or have the agent call a number (optional). | — |
| Switch on your AI agent | Turn your AI agent on for the line. Tick or untick it, then press Save. What you saved in the earlier steps is kept. | — |
Troubleshooting
"Only administrators and managers can change line settings."
You can read the wizard, but an administrator or manager has to make the changes.
"Choose a phone line first."
Go back to the first step and pick or create a line.
Tips
- The voice, the prompt, who to put through and the test are optional: the switch never asks for them. The line does need an AI agent.
- The setup wizard is in the sidebar in Easy and Full mode alike.
- Each item in Home's setup checks opens its own step of the wizard.
Good to know
- Getting a phone number connected is done on Phone numbers; the wizard links there.
Related how-tos
- 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.
- Set up by voice Answer the setup wizard's questions out loud; it fills itself in as you go and saves only when you confirm the summary.
- Add and manage phone lines (main and sub lines) Add your phone lines in one place, give each a name and a phone number on your account, and choose the main line that calls go out from.
- Set a line's business hours Set when a caller who asks for a person can be put through; outside these hours your AI agent says nobody can come to the phone and keeps helping.
- Choose your agent's voice Pick the voice your AI agent speaks on calls, from the voices that speak your line's call language.
- Build your AI prompt Shape how your AI agent behaves on calls: its persona and model, its instructions and quick replies.
- Choose your knowledge base in the wizard Pick the knowledge base your AI agent answers this line's calls from: your services, prices, hours and common questions. It works the same whichever voice you chose.
- Choose who callers are put through to Decide who rings when a caller asks your AI agent for a person during business hours.
- Test incoming and outgoing calls Try your line before switching it on: on screen, on your own phone, and with your agent calling a number.
- Switch your AI agent on for a line Have your organisation's own AI agent answer calls to a line and hold the conversation.
- Your settings are the same everywhere The setup wizard and the other pages show and change the same settings. Change one in any place and every page shows the new value.