Help & Guides
Set up each call with a clear next step.
Practical guidance for configuring business knowledge, phone routing, human handoffs, billing, and the controls that matter before going live.
Four essential paths
Start with the decision in front of you.
Every guide is public, crawlable, and tied to the controls available in the product today.
01Start hereGetting started with the AI Office AssistantPrepare your business details, choose how calls should be handled, test the experience, and move from setup to a controlled launch.02Phone routingPhone forwarding, transfers, and fallback routesConnect your business number, route the calls that need a person, and make sure an unavailable transfer still ends with a useful next step.03Call behaviorKnowledge, call handling, and business hoursGive the assistant approved answers, collect the details your team needs, and set boundaries for questions or situations that require a person.04Billing and trustBilling, recording, privacy, and integrationsUnderstand trial and usage rules, decide whether to record calls, protect caller information, and verify how completed calls reach the rest of your workflow.
Ready to configure it?
Build the call flow, test it, then decide when it goes live.
The guided setup keeps the business profile, voice, phone path, call rules, and launch review in one flow.