Catherine Weir

Smart Call Routing

Welcome to the next level of business automation! In the "Getting Started" guide, you set up your personal AI agent. Now, it’s time to turn that agent into an intelligent front desk for your entire team.

Smart Call Routing is a powerful feature that automatically connects callers to the right person or department based on what they say. No more manually transferring calls or taking messages. Let’s get started.



Smart Call Routing: A Step-by-Step Guide

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Roadmap

Changelog

To get your 365 Agents AI live, you need to forward your existing business phone number to your new 365 Agents number. This guide provides step-by-step instructions for all major US phone providers.

Call forwarding

To get your 365 Agents AI live, you need to forward your existing business phone number to your new 365 Agents number. This guide provides step-by-step instructions for all major US phone providers.


Having trouble? If your calls aren't forwarding correctly, check out our dedicated Troubleshooting Call Forwarding Issues guide.



How to Set Up Call Forwarding

Call forwarding can sometimes be tricky, especially with modern VoIP and cloud phone systems. If your calls aren’t forwarding to your 365agents AI correctly, this guide will help you solve the most common issues.

Troubleshooting Call Forwarding Issues

Welcome to 365 Agents! To get your AI agent live, you need to forward your existing business number to your new 365 Agents number. This guide provides step-by-step instructions for all major US phone providers.

The Ultimate Guide to Call Forwarding for US Phone Providers

Getting started

Hey, welcome! 

We're incredibly excited to have you on board. Our goal is to help you do more with less by automating the repetitive tasks that slow your business down. With 365 Agents, you get a powerful AI workforce that handles calls, customer support, and administrative tasks 24/7, so you can focus on what you do best: growing your business.



Article 1: Welcome to 365 Agents!

This is the most important step in your journey. In the next 5 minutes, we'll get your AI agent live and ready to answer your first call. The magic happens with one simple action: forwarding your existing phone number.

Article 2: Your First 5 Minutes: Going Live

Your AI agent is live, but it doesn't know anything about your business yet. Let's fix that! By teaching it a few key things, you can empower it to answer customer questions accurately and save you even more time.

We'll start with the three most important things every agent needs to know.



Article 3: Training Your Agent: The First 3 Things to Teach It

Your agent is live and trained—now it's time to unlock its full potential. In this section, we'll cover two advanced features that will supercharge your efficiency: Conditional Call Forwarding and Integrations.

Article 4: Advanced Setup: Conditional Call Forwarding and Integrations

Your AI agent is smart, but does it sound like your business? In this guide, we’ll show you how to customize your agent’s voice, name, and greeting to create a seamless brand experience for your customers.

Article 5: Customizing Your Agent: Voice & Branding

Your agent can book appointments, but how do you make sure it doesn’t double-book you or schedule a meeting right after you finish another one? In this deep dive, we’ll explore the advanced settings for your calendar integration.

Go to the Integrations page and click “Manage” next to your connected calendar to access these settings.



Article 6: Calendar Deep Dive: Mastering Your Schedule

This guide covers the essentials of managing your 365 Agents account, from checking your usage to updating your plan.

Article 7: Managing Your Account: Usage, Billing, and More

Congratulations! You’ve completed the “Getting Started” guide and have successfully set up, trained, and customized your AI agent. You’ve already automated your front desk and are well on your way to doing more with less.

But this is just the beginning. Here’s a sneak peek at what else is possible with 365 Agents.



Article 8: Advanced Features & What’s Next

Welcome to 365 Agents! This checklist will guide you through the essential steps to get your AI agent live and working for your business in minutes.