For the complete documentation index, see llms.txt. This page is also available as Markdown.

Set up your workspace

Follow this guide to get your LimePhone workspace configured end to end — from first sign-in to a number that rings where you want it.

Sign in and follow the Setup wizard

  1. Sign in at dashboard.limephone.io using Chrome or Edge.

  2. Open Setup in the left sidebar. The "Set up your line" wizard walks you through: confirming your number is active (copy or share it), choosing where calls ring (Ring in browser or Forward to my mobile — trial forwarding is limited to US/UK/CA numbers), taking a test call from the AI, calling your number yourself and watching the live AI summary, and setting your business hours. Then you're done.

There's also a Getting started page at the bottom of the sidebar with a few more first-day tasks: inviting teammates, recording a voicemail greeting, completing your profile, and making your first call.

The six things to configure

Work through these in order; skip any that don't apply to you.

1. Call forwarding

Decide where incoming calls should ring: your browser (web dialer) or forwarded to your mobile or landline.

  • Your personal routing lives in Settings → Call Settings.

  • Per-number routing lives in Settings → Phone numbers — select the number and set where its calls go.

You may be asked to verify the phone number you forward to before outgoing calls and forwarding work.

2. Invite teammates (optional)

Part of a team? Open Settings → Members to invite others to your workspace and share your numbers. (This also appears on the Getting started page.)

3. Set your notifications

Open Settings → Notifications and choose how you want to be alerted — email, SMS, web, or in-app — for missed calls, voicemails, and new texts.

4. Set your availability

Open Settings → Availability to set your personal working hours, so you only receive calls when you want to.

5. Set business hours

Open Settings → Business hours to define when your company is open. Outside those hours, callers hear a voice prompt and can be diverted to voicemail (or answered by your AI Receptionist).

6. Configure your virtual number

Open Settings → Phone numbers and select your number to review its call routing, voicemail, and recording options. You can also reach a number's settings from the sidebar Inboxes list — click the three-dots menu next to the number and choose Manage settings. If call recording is on, check whether your jurisdiction requires caller consent.

If a number order needs identity or business documents, a temporary Verification entry appears in the sidebar until they're submitted.

Trial accounts

A few notes if you're on a free trial:

  • Trial accounts are typically assigned a US local number; other countries require a paid plan.

  • Trials run 7 days and include 60 inbound minutes, 15 local outbound minutes, 15 AI minutes, and inbound SMS only — no international outbound calling.

  • Forwarding destinations are limited to US/UK/CA during the trial.

If anything seems restricted, contact [email protected].

You're all set

Your workspace is ready. Next: make your first call.