You are looking for a feature rather than a task
Feature pages explain what a capability does and what it asks you to decide; help explains how to set it up in your business. If you have not chosen yet, start with the feature page.
What would you like to do?
Find instructions to set up your receptionist, follow a request or take over. If you are choosing a plan, start with the questions before signing up.
Questions before getting started11 results
Get started and personalise
Your first settings, your phone line and the answers to give.
- Getting startedFrom creating the account to the first call answered, in order, with no technical help.
- Numbers, forwarding and hoursPoint your line at your receptionist and decide the hours she answers, with no technical help.
- Voice and instructionsDeciding what your receptionist is allowed to state, and how it sounds when she says it.
Handle day-to-day requests
Ask your receptionist, manage appointments and handle messages.
- Talking to your receptionistAsking a question about your own business and getting an answer drawn from your data, with the date of every piece of information used.
- Calendar and appointmentsHaving your receptionist take real appointments, with no double booking and no promised time nobody can keep.
- Texts, chat and emailWiring the written channels to the same receptionist, with the same instructions and the same right to write.
Connect and troubleshoot
Connect your software and understand an action that needs your attention.
- Software and connectionsAuthorising a piece of software, seeing action by action what the connection genuinely permits, and cutting it whenever you want.
- Transfers and incidentsDeciding who a call is put through to, what happens when nobody answers, and what to do within two minutes if your calls stop arriving.
Manage your account
Usage, team access, exports and ending your subscription.
- Counted calls and invoicesKnowing what is counted, where to see it, and why the figure in your workspace can be checked conversation by conversation.
- Team, access and dataGranting access that shows exactly what it should, knowing who did what, and exercising your data rights without writing to us.
- Cancelling, exporting or porting your numberLeaving cleanly: taking back your data, keeping your number, and putting your line back the way it was.
What you will find here
Every article matches a task an owner does alone: point the line, write the instructions, have appointments taken, connect the software, understand what is counted, grant access, cancel. They start with the outcome, not with an explanation.
They are written in words, without screenshots. That is not laziness: a picture of a screen that did not come from the real application starts lying at the first change, and we would rather describe what you see.
If your question is not here, the end of each article says where to write — and what to put in the message to get a real answer the first time.
To move fast
- The phone whose calls you want to forward, in hand
- Access to your workspace, open in another tab
- The name of your phone carrier — the one that bills you for the line
- If you are connecting software: the account allowed to authorise a connection at their end
None of these tasks calls for technical knowledge or for someone else's help.
The steps
- First
Say what you are trying to do
Articles are filed by task, not by feature. «My calls are not arriving» and «I want to change the hours» are not in the same place, even though both touch the phone setup.
- Then
Open the screen concerned in your workspace
Every article names the screen: Phone for the number and forwarding, Knowledge for what the receptionist may say, Calendar for appointments, Connections for software, Subscription for what is counted, Team for access.
- If it sticks
Ask your receptionist
The «My receptionist» screen answers a question about your own business from your real data, with the date of each piece of information used. For «what happened last night», that beats an article.
- Last
Write to us with the right details
Your business name, the screen or page concerned, and the time the problem happened. With those three, the answer usually fits in one exchange.
How these articles are written
Each one starts with the outcome, because an owner opening a help page first wants to know whether they are in the right place. Then come the prerequisites in plain words, the steps, what happens behind them, the edge cases, and what to do when the procedure fails.
They describe screens that exist, named as they appear in your workspace. When an action is not possible for you — because a piece of software does not permit it, or because a role gives no right to it — the article says so rather than letting the procedure stop without explanation.
The order to read them in
To get going: getting started, then numbers and forwarding, then voice and instructions. Those three are enough for a real call to be answered properly, and they take about an hour.
After that, it depends on what you want to hand over: appointments if you sell slots, written channels if your customers write more than they call, connections if a piece of software has to stay the reference. Billing, team and incidents are read when the question comes up, not before.
The edge cases
Your question is about your own business
«Who called last night», «who is waiting for a call back»: those are data questions, not help questions. The «My receptionist» screen answers them from your real calls, with the date of each piece of information used.
The article mentions a screen you do not have
A screen missing from your menu matches a capability your offer does not include, or a role that has no right to it. The Subscription screen says what your offer includes, and the Team screen what your role allows.
You would rather understand before configuring
The guides explain the why and compare the possible setups, with their sources and their date. Help articles assume the choice is made and get you finished.
If something does not work
You are looking for a feature, not a task
Feature pages explain what a capability does and what it asks of you; help explains how to set it up in your business. If you want to understand before deciding, start with the feature page.
The article mentions a screen you do not have
A screen missing from your menu matches a capability your offer does not include, or a role that has no right to it. The Subscription screen says what your offer includes, and the Team screen says what your role allows.
You followed the article and behaviour did not change
An instruction takes effect when it is published, not when it is written. Check on the Knowledge screen that the latest version is the one in force.
Frequently asked questions
The questions that come up before opening an article.
Where do I start when everything is still to do?
With «Getting started». It gives the five steps in order — describe the business, write the instructions, choose the voice, publish and forward the line, then check with a real call.
Do I need technical help to set this up?
No. None of the tasks described here needs an access key, programming, or any intervention from us. There is no setup fee either.
Why are there no screenshots?
Because a picture that did not come from the real application starts lying at the first change. The steps are described in words, and they name the screens as they are called in your workspace.
What should a message contain when nothing works?
Your business name, the screen or page concerned, and the time the problem happened. With those three, the answer usually fits in one exchange.
When your calls stop arriving, start by removing forwarding from your handset: the incidents article explains why that comes first.
Do these articles cover both languages?
Yes. Each article exists in French and in English, and the screens in your workspace follow the language you chose.
The articles
From the first hookup to cancelling.