Guides
Everything about setting up and running your phone assistant. Written for people who run a business, not for engineers.
Billing and plans
- Your minute allowance and top-ups Every plan comes with a monthly allowance of call minutes: 150 on the entry plan, 400 on Pro. Your account shows where…
- Changing plans and cancelling Changing plans: on the Account page. A higher plan takes effect at once and the difference is charged pro rata. Cancell…
Everyday use
- The call log and transcripts Every conversation is on the Calls page. For each call you see: - who called and from which number - what they wanted,…
- Recognising returning callers From the Pro plan the assistant knows when someone has called before. At the start of the conversation it checks whethe…
- Urgent calls You decide what counts as urgent in your trade. Write it into the script — a burst pipe, a smell of gas, an electric sh…
Getting started
- Setting up your assistant 1. Go to Settings. 2. Give your assistant a name and choose a voice. 3. Write the script — what it should say and ask.…
- Keep your own number You do not have to publish a new number anywhere. Your own number stays, and we only get the calls you would have misse…
- Your first test call Before you leave it running, call it yourself. Five minutes here tells you more than any amount of tweaking. 1. Call yo…
- What you get after every call After every completed call you get three things: A text message — the essentials in one line: who called, what about, a…
Outbound calls
- Automatic follow-up From the Pro plan the assistant can call back people who booked an appointment with you. Two kinds of call, each switch…
- Campaigns — and what the law requires For list-based outreach the law is stricter than most people assume. Read this before uploading a list. Under section 6…
- Opt-outs and the block list If someone asks in any form not to be contacted again — "stop calling", "take me off your list", "leave me alone" — the…
Setting up your assistant
- The script: what your assistant says The script is what makes it YOUR assistant rather than a generic robot. Start from a template — we provide one for your…
- Voice, pace and patience Voice: choose from several voices, and listen to each. There is no right answer — what matters is that it fits your tra…
- Opening hours and bookings Appointment booking is available from the Pro plan. First set your opening hours: which days, from when to when, and ho…
- Setting your prices "How much does it cost?" is the most common question on a business phone. Someone who gets no answer often hangs up and…
- Transferring to a person If a caller insists on speaking to a person, the assistant can transfer the call to you. It is off by default, delibera…
- The assistant in your own voice From the Pro plan the assistant can speak in your own voice. Your customers hear the voice they know — which counts for…
- Knowledge about your business This is where you put what the assistant needs to know about your business but which does not belong in the script. For…
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