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Start HereGetting Started
Start Here

Getting Started

Day-one guide for setting up AI call handling, hours, notifications, phone forwarding, and billing.

What this page is for

Use this page to understand what the platform does and how to get your account configured on day one.

What the platform does

The platform answers phone calls for your business, helps customers place orders or book appointments, and notifies your team through SMS and/or the Order Monitor app.

Org type quick orientation

Org typeMain use caseMost-used pages
Restaurant / Generic BusinessMenu and order handlingInstruction, Hours, POS, Notifications, Phone
Contractor / Personal AssistantAppointment scheduling and intakeInstruction, Hours, Appointments, Notifications, Phone
QnA / information-firstAnswering caller questions consistentlyInstruction, Hours, Notifications, Phone

Restaurant / Generic Business

  • Main focus: menu/order handling, POS integrations, phone flow.
  • Typical pages used most: Instructions, Hours, POS, Notifications, Phone.

Contractor / Personal Assistant

  • Main focus: appointment handling and scheduling behavior.
  • Typical pages used most: Instructions, Hours, Appointments, Notifications, Phone.

QnA (or similar information-first setup)

  • Main focus: answering caller questions clearly and consistently.
  • Typical pages used most: Instructions, Hours, Notifications, Phone.

First login and where key pages live

  1. Enter business info and main instructions: Instruction page
  2. Set business hours and AI hours behavior: Hours page
  3. Configure notifications: Notifications page
  4. Configure forwarding number and test call routing: Phone page
  5. Review additional call behavior settings: Additional Settings page
  6. Place a test call/order and confirm it appears: Orders page
  7. Confirm billing/payment method is healthy: Billing page

Success criteria

  • You can complete a test call from start to finish.
  • Notifications arrive through at least one channel.
  • Your main provider integration (POS/Appointments) is connected, if used.
  • Billing page shows an active, healthy status.

Common issues

  • You cannot save a page:
    • Check required fields and try again.
    • Confirm your session is still active.
  • Calls are not reaching AI:
    • Verify forwarding setup and run a live test call.
  • Notifications are missing:
    • Confirm at least one SMS contact or app device is connected.