Quick start
Get from sign-up to your first configured workspace in a few minutes.
Create your account
- Go to Log in and create an account with your email.
- Confirm your email if prompted.
- You will be guided into onboarding on first sign-in.
Complete onboarding
Onboarding sets up your team workspace:
- Enter your team name and basic details.
- Choose your plan or start a trial where available.
- Finish any remaining setup steps shown on screen.
Once onboarding is complete, you land on the Dashboard.
Explore the dashboard
The sidebar is your main navigation:
- Dashboard — activity overview and quick links.
- Assistants — configure AI voice agents.
- Phone numbers — buy and manage inbound/outbound lines.
- Campaigns — run outbound calling.
- Knowledge Base — content your assistants can reference.
- Integrations — connect CRM and calendar tools.
- Call logs — transcripts, recordings, and evaluations.
- Usage / Billing — plan, wallet, and payments.
What to set up first
For most teams, follow this order:
- Create an assistant
- Add content to your knowledge base (optional but recommended)
- Add an inbound number or run a campaign
- Connect your CRM if you want contact sync during calls