Setup Playbook

Resources

Everything you need to go from signup to your first live outbound call — typically under 5 minutes.

Step 01

Tell us your business name and industry. We set up your plan limits and calling workspace instantly.

~30 seconds

Step 02

Choose sales, support, appointment, or custom. Set tone and script so every call sounds on-brand.

Pick a template

Step 03

Choose working days, slot length, and timezone so your agent can book appointments on calls.

Mon–Sun · slots

Step 04

Paste text, upload PDFs, or add website links. Test answers before you go live.

Text · PDF · URL

Step 05

Enter a customer number and dial out. We handle the platform line and track usage for you.

One-click outbound

Pro tips from successful teams

Start with sales or appointment booking if you're doing outbound. Support works best for inbound-style callbacks.

Upload FAQs, pricing, and policies as separate text blocks. Shorter, topic-specific entries improve answer accuracy.

Use the test call step in onboarding to verify tone, booking flow, and knowledge retrieval before dialing leads.

Free plan includes 10 calls/month. Upgrade to Pro when you exceed 200 monthly outbound conversations.

Create your workspace and follow the guided onboarding — we walk you through every step.