365 Agents: Quick Start Checklist

Phase 1: Go Live in 5 Minutes

Find Your 365 Agents Number: Log in to your dashboard. Your unique number is displayed prominently at the top.

Set Up Call Forwarding: From your business phone provider (e.g., Verizon, RingCentral), forward your business line to your 365 Agents number.

Test It! Call your business number from a different phone to hear your AI agent answer.

Phase 2: Train Your Agent (The Essentials)

Add Business Basics: In the Knowledge Base, add your business name, hours, and location.

Add Services & Pricing: Add your top 3-5 services and their prices so the agent can answer cost-related questions.

Add Top 3 FAQs: Add the top 3 questions you get asked repeatedly to save time.

Phase 3: Customize Your Brand

Give Your Agent a Name: Go to Settings > Agent Profile and give your agent a name (e.g., "Julie" or "The Main Street Assistant").

Choose a Voice: Select a voice that matches your brand’s personality.

Write a Custom Greeting: Create a professional greeting that customers will hear first.

Phase 4: Automate Your Workflow

Connect Your Calendar: In Integrations, connect your Google or Outlook Calendar to allow the AI to book appointments for you.

Connect Your CRM: Connect HubSpot or Salesforce to automatically create new leads from callers.

Set Up Advanced Forwarding: Use your phone provider’s “Conditional Call Forwarding” to send calls to your AI only when you’re busy or don’t answer.

Phase 5: Manage & Grow

Review Call History: Check the Call History dashboard to see transcripts and recordings of all calls.

Monitor Your Usage: Go to Account > Subscription to see how many minutes you’ve used.

Explore Advanced Features: Once you’re comfortable, explore Smart Call Routing and voice-triggered workflows.

You’re all set! For more detailed guides, visit our full Knowledge Base.