Documentation
Step-by-step tutorials for setting up and running your phone assistant. Start with a quickstart — your first call in minutes — then go deeper into the Phone Tree or the Voice Agent, and finish with reviewing calls and troubleshooting.
Templates by use case: Appointment booking → Phone Tree nodes and Voice Agent tools. After-hours cover → Phone Tree nodes and call forwarding. Intake and messages → Phone Tree nodes. Service-area screening → Phone Tree nodes and Voice Agent tools.
How to use this library
- Each tutorial ends with a checklist you can tick off in the portal.
- Examples use a fictional business so you can copy the pattern, not the exact wording.
- Need a different booking system? Reach out to our sales team to discuss integration — see the booking tutorials for where that fits.