Setup

Getting Started

Create an account from Start Free Trial, confirm your email, choose a plan, then open Onboarding in the left menu.

Enter your business name and time zone, pick your industry, then connect Google Calendar and HubSpot from Integrations.

Add FAQs and documents under Knowledge, set hours under Availability, and shape the voice under AI.

Finish Onboarding before sharing a live business number with customers. For a quick demo, call (863) 356-8082.