Setup Checklist
Verify every setting is configured before going live with your phone assistant.
Overview
Use this checklist to confirm your setup is complete. Work through each item before your first real customer call.
Your call forwarding number is not assigned until you set up a valid payment method on the Billing page.
Core setup checklist
Payment method is set up
Go to Billing. Confirm your subscription status is Active and a payment method is on file. If you only want to try out the phone assistant using the test simulator, you may skip this step for now.
Business info and instructions written
Go to Business Info. Confirm your business name, address, and detailed information and instructions are saved. The more complete your instructions, the better the phone assistant performs.
Hours configured
Go to Hours of Operation. Confirm open/close times are set for every day of the week. Select your correct time zone.
Notifications set up
Go to Notifications. Configure at least one notification method.
Call forwarding active
Go to Forwarding Phone. Confirm your phone is forwarding calls to your call forwarding number. Test by calling your business number from another phone.
Test call completed
Go to Test Simulator. Run a test in the test simulator, then place a call from a phone. Check that:
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The phone assistant answers and greets correctly
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Information is accurate
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Notifications arrive
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Orders or appointments are captured (if applicable)
By organization type
In addition to the core checklist:
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POS connected (Square or Clover) — POS Integrations
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Menu prices verified — test orders and check the phone assistant receives correct items and prices
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Multiple languages configured (if serving multilingual customers)
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After-hours call handling configured — Additional Settings
In addition to the core checklist:
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Calendar connected (Google, Outlook, or Calendly) — Appointment Integrations
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Booking settings verified — minimum lead time, max days pre-booking allowed, credit-card-for-appointment requirements
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After-hours call handling configured — Additional Settings
In addition to the core checklist:
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Business information and instructions are accurate and complete
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On-duty staff phone number configured (if callers should be able to reach staff)
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After-hours call handling configured
Pre-launch verification
Before announcing your call forwarding number to customers, confirm each item:
| Check | How to verify |
|---|---|
| Phone assistant answers | Call your business number from a phone |
| Greeting is correct | Listen to the introduction and verify business name |
| Hours are accurate | Call during and after hours to check both behaviors |
| Notifications arrive | Check your phone for SMS after a test call |
| Orders reach POS | Place a test order and verify it shows in Square or Clover |
| Appointments book correctly | Request a test appointment and verify it shows in your calendar (if integration is set up) |
| Call recording works | Open the notification link and play back the recording |
| Transfer works | Ask the phone assistant to transfer calls to on-duty staff and confirm it rings your staff's number |
If every check passes, your setup is complete and ready for live calls.