Step 1 – Create Your Account
- Register with your business email to unlock your personal dashboard.
- Verify your domain so customers see a professional caller ID.
- Connect your Google Business Profile or website to let Callie instantly learn your business hours, services, and key details.
💡 Tip: A verified profile helps Callie give accurate answers and makes your business look more trustworthy.
Step 2 – Set Up Call Forwarding
- Choose your dedicated Smart Call Sync number.
- Forward your existing business line (mobile, landline, or VoIP) to Callie in just a few clicks.
- Keep your original number active—customers will still dial the same phone number they know.
💡 Tip: You can pause or change call forwarding anytime, so you stay in control.
Step 3 – Personalize Your AI Assistant
- Add your business hours, services, service areas, and pricing.
- Write or upload your custom greeting so every caller hears your professional introduction.
- Decide how Callie should respond in specific cases: emergencies, appointment requests, or price checks.
💡 Tip: A warm, confident greeting improves customer trust and conversion rates.
Step 4 – Connect Your Tools
- Sync with Google Calendar to manage appointments automatically.
- Connect your CRM (HubSpot, Zoho, Workiz, Salesforce, etc.) so every lead is logged with full details.
- Enable optional WhatsApp, SMS, or email notifications so you or your team get real-time alerts for every call.
💡 Tip: Integrations save time and prevent lost leads—set them up early for maximum efficiency.
Step 5 – Go Live
- Place a quick test call to confirm Callie is answering correctly.
- Check that she delivers your business info, captures customer details, and sends you a notification.
- Once confirmed, you’re live: Callie answers 24/7, making sure you never miss a customer again.
💡 Tip: Monitor the first 10–15 calls closely. Small adjustments early on make the AI feel fully customized to your business.
