Go-live checklist
Everything to switch on before your number takes real customer calls — about 15 minutes end to end.
The checklist
Get your number — buy a phone number (or port your existing one).
Decide who answers — set the number's Call Routing: the AI Receptionist, a team member, an external phone, or voicemail.
Set up the AI Receptionist (if it answers) — run the setup wizard so it knows your business, then place a test call and listen to how it handles you.
Choose your ring devices — in Call Settings, enable the browser, a SIP endpoint, or your own verified phone, and pick your Default Caller ID.
Set business hours — configure your open/closed schedule in Settings → Business hours so after-hours calls are handled the way you want.
Invite your team — add members and roles so colleagues can answer and text.
Enable texting — if you'll text US customers, start 10DLC registration now (carrier approval takes time); unregistered US texting gets filtered.
Test everything — call your number from a personal phone, send yourself a text, and check the call appears in Call Logs.
Go mobile — install the mobile app on your phone so you never miss a call.
When something doesn't work
The Troubleshooting section covers the common failure points — start with Call issues if a test call doesn't behave. Still stuck? Open a ticket.