Catherine Weir

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.

365 Agents: Quick Start Checklist

Feedback

Roadmap

Changelog

Rick Garcia

How 365agents connects natively with the tools you already use — calendars, CRMs, payments, e-commerce, field service, and more. Every integration is OAuth-based so setup takes 30 seconds, not an engineering project.

Integrations

365agents connects natively to ActiveCampaign via OAuth. Every qualified caller is added to the right list, tagged for segmentation, and enrolled in the automation that matches their intent.

ActiveCampaign + 365agents: phone leads flow into your marketing automations

365agents connects natively to Acuity Scheduling via OAuth. Your AI agent picks the right appointment type, checks real availability, collects intake fields, and books — directly into Acuity.

Acuity Scheduling + 365agents: phone bookings straight to your Acuity calendar

365agents connects natively to Asana via OAuth. When calls require follow-up action — quotes to send, documents to draft, call-backs to make — tasks are created in the right Asana project and assigned automatically.

Asana + 365agents: tasks created from phone calls, assigned to the right owner

365agents connects natively to BigCommerce via OAuth. Your AI agent answers order status, checks stock, handles returns, and keeps your BigCommerce customer records synced from every call.

BigCommerce + 365agents: AI voice support for your BigCommerce store

365agents connects natively to Calendly via OAuth. Your AI agent matches the caller's intent to the right Calendly event type, checks live availability, and books directly — no manual scheduling links.

Calendly + 365agents: route phone bookings to your Calendly events

365agents connects natively to Clio via OAuth. Every intake call creates or updates a Clio contact, opens a draft matter with the captured qualification, attaches the transcript, and triggers the right workflow.

Clio + 365agents: law firm intake calls into Clio matters and contacts

365agents connects natively to Constant Contact via OAuth. Every qualified caller is added to the right list and receives the follow-up campaign that matches their intent.

Constant Contact + 365agents: phone leads added to the right email list

365agents connects natively to Copper via OAuth. Every call creates or updates a Copper People record, logs transcripts and recordings, and keeps your Google-Workspace-native CRM in sync with your voice channel.

Copper + 365agents: Google Workspace–native CRM, now with voice

365agents connects natively to DocuSign via OAuth. Your AI agent triggers contract sends from the right templates with caller-specific fields already filled in — signed documents flow back automatically.

DocuSign + 365agents: send contracts for signature immediately after the call

365agents connects natively to DrChrono via OAuth. Your AI agent books appointments, handles refill requests, and captures patient intake — all writing back to DrChrono under a signed BAA.

DrChrono + 365agents: HIPAA-aware medical scheduling over the phone

365agents connects natively to Drift via OAuth. When chat visitors escalate or request a phone call, Drift hands them to your AI voice agent — keeping the conversation seamless across channels.

Drift + 365agents: unified web chat + phone coverage

365agents connects natively to Dropbox via OAuth. Your AI agent references Dropbox-stored knowledge and can send specific files to callers — brochures, price sheets, product specs — directly during the conversation.

Dropbox + 365agents: send files and reference documents during the call

365agents connects natively to Facebook Pages via OAuth. Messenger inquiries, page comments, and lead ads route to your AI agent, which handles them via voice callback or text-based conversation.

Facebook Pages + 365agents: auto-respond to Messenger leads and page inquiries

365agents connects natively to Follow Up Boss via OAuth. Every inbound real estate call becomes a qualified FUB lead, assigned to the right agent, with the transcript logged and follow-up triggered.

Follow Up Boss + 365agents: real estate phone leads captured and qualified 24/7

365agents connects natively to FreshBooks via OAuth. Your AI agent creates clients, draft invoices, and estimates directly in FreshBooks from call outcomes.

FreshBooks + 365agents: phone calls into invoices for your service business

365agents connects natively to Freshdesk via OAuth. Every call creates or updates a Freshdesk ticket with transcript, SLA-correct priority, and proper routing to the right agent group.

Freshdesk + 365agents: AI voice tickets integrated with your Freshdesk support stack

365agents connects natively to Gmail via OAuth. Your AI agent sends confirmation emails, meeting invites, quote summaries, and post-call follow-ups — from your Gmail account, in your voice.

Gmail + 365agents: send automated email follow-ups after every call

365agents connects natively to Google Ads via OAuth. Phone-sourced conversions report back to Google Ads so your campaigns optimize against real calls, not just web form fills.

Google Ads + 365agents: track phone leads back to the campaigns that generated them

365agents connects natively to Google Calendar via OAuth. Callers ask for an appointment, the AI checks your real calendar, proposes available times, and writes the booking back the moment the caller agrees.

Google Calendar + 365agents: book appointments live during the call

365agents connects natively to Google Drive via OAuth. Your AI agent reads from shared Drive files as part of its knowledge base, and can send specific documents to callers during or after the call.

Google Drive + 365agents: send files, attach documents, reference knowledge

365agents connects natively to Housecall Pro via OAuth. Inbound service calls create jobs in Housecall Pro with customer matching, service area checks, and technician assignment.

Housecall Pro + 365agents: service calls flow into your Housecall Pro schedule

365agents connects natively to HubSpot via OAuth. Every phone call creates or updates a contact, logs the transcript and recording, triggers the right workflows, and keeps your pipeline in sync with what your AI actually said.

HubSpot + 365agents: every call becomes a qualified contact with a transcript

365agents connects natively to Intercom via OAuth. Every phone call creates or updates the right Intercom conversation or user, with full transcript — so voice and chat history live together.

Intercom + 365agents: unified voice and chat support under one customer record

365agents connects natively to Jobber via OAuth. Your AI agent captures service requests and books them as jobs in Jobber — with customer matching, service item mapping, and crew assignment.

Jobber + 365agents: phone calls into scheduled Jobber jobs

365agents connects natively to Klaviyo via OAuth. Every caller is matched to (or added as) a Klaviyo profile, tagged with AI-captured attributes, and enrolled in the right lifecycle flow based on their intent.

Klaviyo + 365agents: e-commerce callers straight into your lifecycle flows

365agents connects natively to LinkedIn via OAuth. When a caller is a LinkedIn member, your AI surfaces their profile context during the call and syncs outcomes back for account-based follow-up.

LinkedIn + 365agents: B2B lead context and follow-up from your voice conversations

365agents connects natively to LionDesk via OAuth. Every inbound call creates or updates a LionDesk lead, assigns the right agent, and triggers the matching drip campaign.

LionDesk + 365agents: real estate phone leads flow into your LionDesk pipeline

365agents connects natively to Mailchimp via OAuth. Every qualified caller is added to the right audience, tagged correctly, and enrolled into the nurture sequence matching their intent.

Mailchimp + 365agents: turn phone leads into subscribers and nurture sequences

365agents connects natively to Microsoft Teams via OAuth. New-lead alerts, escalations, daily call summaries, and urgent notifications all post to the right Teams channels automatically.

Microsoft Teams + 365agents: voice AI alerts and call summaries in your Teams channels

365agents connects natively to Monday.com via OAuth. Calls create items on the right board, with status, owner, and deadline set automatically — so phone-sourced work stays in your team's workspace.

Monday.com + 365agents: phone calls into items on the right board

365agents connects natively to Notion via OAuth. Your AI agent reads from your Notion knowledge base during calls — SOPs, FAQs, product docs — and captures call notes back into the right Notion database.

Notion + 365agents: your AI's knowledge base lives in Notion

365agents connects natively to Microsoft Outlook / Microsoft 365 Calendar via OAuth. Your AI agent reads live availability, proposes times, and writes bookings directly to your Outlook calendar.

Outlook Calendar + 365agents: book Microsoft 365 appointments live

365agents connects natively to PandaDoc via OAuth. Your AI triggers proposal and contract generation from the right templates, pre-filled with caller-specific data — ready for signature within minutes.

PandaDoc + 365agents: proposals and contracts flow straight from call outcomes

365agents connects natively to Pipedrive via OAuth. Every call creates or updates a Person, ties to the right Deal, logs the transcript as an Activity, and moves deals through your pipeline stages automatically.

Pipedrive + 365agents: turn every inbound call into a deal on the board

365agents connects natively to QuickBooks Online via OAuth. Your AI agent creates customers, draft estimates, and invoices from call outcomes — and retrieves account balances during service calls.

QuickBooks Online + 365agents: phone calls into invoices, estimates, and customer records

365agents connects natively to Real Geeks via OAuth. Every inbound real estate call creates or updates a Real Geeks lead, with listing context from your IDX site and full qualification captured.

Real Geeks + 365agents: phone leads into your Real Geeks CRM with listing context

365agents connects natively to Salesforce via OAuth. Every call creates or updates a Lead or Contact, logs the full transcript as an Activity, and advances the right Opportunity stages based on call outcomes.

Salesforce + 365agents: every phone call in your Salesforce CRM

365agents connects natively to SendGrid via OAuth. Send appointment confirmations, follow-up emails, and transactional notifications at scale — with SendGrid's deliverability, templates, and tracking.

SendGrid + 365agents: transactional email at scale from your AI agent

365agents connects natively to ServiceTitan via OAuth. Inbound service calls become booked jobs on the dispatch board, with customer matching, job type routing, and technician assignment automatic.

ServiceTitan + 365agents: AI dispatch straight to your ServiceTitan board

365agents connects natively to ShipStation via OAuth. Your AI agent pulls real-time shipping status from ShipStation — the #1 support call for e-commerce, resolved without a human.

ShipStation + 365agents: AI answers 'where's my order?' from live tracking data

365agents connects natively to Shopify via OAuth. Your AI agent answers order-status calls, processes exchanges and refunds, handles product questions, and updates customer records — all tied to your Shopify data.

Shopify + 365agents: AI voice support for your e-commerce store

365agents connects natively to Slack via OAuth. Your AI posts new-lead alerts, VIP-caller notifications, urgent escalations, and call summaries to the right Slack channels — keeping your team informed without being on the phone.

Slack + 365agents: your AI agent notifies the right channel on every call

365agents connects natively to Square via OAuth. Your AI agent takes payments securely via PCI-compliant DTMF or tokenized links — and the transaction lands in your Square dashboard alongside your in-person sales.

Square + 365agents: phone payments into your Square account

365agents connects natively to Stripe via OAuth. Your AI agent collects phone payments via PCI-compliant DTMF masking or tokenized links — cards tokenize in Stripe before they ever touch a recording.

Stripe + 365agents: take phone payments securely without exposing card data

365agents connects natively to Twilio via OAuth. Send post-call SMS confirmations, appointment reminders, two-way conversations, and urgent alerts — all from your registered Twilio numbers.

Twilio + 365agents: programmatic SMS from your AI voice agent

365agents connects natively to WooCommerce via OAuth. Your AI agent answers order status, checks stock, processes returns, and updates customer records directly in your WooCommerce store.

WooCommerce + 365agents: AI voice support for your WordPress store

365agents connects natively to Xero via OAuth. Your AI agent creates invoices, draft estimates, and customer records in Xero from call outcomes — and retrieves account balances during service calls.

Xero + 365agents: phone calls into invoices and customer records

365agents connects natively to Yelp via OAuth. Yelp lead inquiries trigger immediate AI callbacks; review-related calls are routed with full context from your Yelp profile.

Yelp + 365agents: AI voice follow-up on Yelp inquiries and review responses

365agents connects natively to Zendesk via OAuth. Every support call creates or updates a ticket with the full transcript, proper categorization, and correct assignment — so your team never loses context.

Zendesk + 365agents: phone calls become tickets automatically

365agents connects natively to Zoho CRM via OAuth. Every call creates or updates a Lead or Contact, logs the transcript, triggers your Zoho workflows, and ties into the broader Zoho One ecosystem.

Zoho CRM + 365agents: every phone lead captured, qualified, and tracked

365agents connects natively to Zoom via OAuth. When a caller books a remote meeting, the AI generates the Zoom link, attaches it to the calendar event, and includes it in the confirmation text and email.

Zoom + 365agents: your AI creates Zoom meetings during the booking call

High-leverage messaging workflows powered by AI — appointment reminders, fraud alerts, shift broadcasts, gate access, cart recovery, maintenance intake, load board dispatch, and rich-media fan engagement.

Messaging use cases

An automated SMS recovery workflow for e-commerce carts — sends a three-message sequence with product details, objection handling, and a dynamic discount code, recovering 15–25% of abandoned carts automatically.

AI abandoned cart recovery by SMS: how it works

An AI appointment reminder system that sends 48-hour and 2-hour reminders, lets the recipient confirm, reschedule, or cancel by text reply, and writes the result back to your EHR or scheduling system — automatically.

AI appointment reminder SMS: how it works

A rich-media RCS workflow for sports venues and entertainment properties — game-day multimedia, parking and traffic guidance, in-seat food ordering, interactive polls, and real-time seat upgrade offers.

AI fan engagement with RCS: how it works

An AI-powered fraud alert workflow that texts the cardholder about a suspicious transaction, captures a YES or NO response in seconds, freezes the card immediately if fraud is confirmed, and initiates the replacement process — without a human agent.

AI fraud alert verification: how it works

An automated shortcode workflow that broadcasts available loads to qualified drivers, assigns the first valid reply, confirms the booking, and alerts the broker if no driver claims the load within 30 minutes.

AI load board broadcast for logistics: how it works

An automated SMS workflow that lets tenants text a maintenance issue with photos, auto-classifies urgency, creates a work order, schedules a vendor, and escalates emergencies — all without a property manager in the loop.

AI maintenance intake for property management: how it works

An AI shortcode workflow that broadcasts open shifts to credentialed nurses, accepts the first valid reply, verifies credentials, and updates your staffing system — filling open shifts in minutes instead of hours.

AI nurse shift broadcast: how it works

An automated SMS workflow that lets a truck driver text a load number, verifies credentials against the TMS, triggers the gate, and logs the access — completely unmanned, 24/7.

AI unmanned gate access: how it works

How 365agents works in the industries we serve — dental, medical, veterinary, HVAC and home services, legal, real estate, hospitality, and insurance. Overview, common calls handled, and setup checklists for each.

For your industry

The 365agents Dental Receptionist answers every call 24/7 — booking new and existing patients, confirming insurance, triaging emergencies by pain level, and sending SMS confirmations automatically.

AI voice agent for a dental practice: how 365agents works

The 365agents HVAC Dispatch agent handles emergency dispatch, maintenance scheduling, service area checks, and technician ETAs — 24/7, with gas and CO2 emergencies routing straight to 911.

AI voice agent for HVAC and home services: how 365agents works

The 365agents Insurance Agency agent handles quote intake, policy Q&A, first-notice-of-loss claims intake, coverage questions, and renewals — with escalation to adjusters and licensed producers when required.

AI voice agent for an insurance agency: how 365agents works

The 365agents Law Firm Intake agent qualifies leads 24/7, captures case intake, tracks statutes of limitations, and routes urgent custody or outside-practice-area calls to the right attorney or referral path.

AI voice agent for a law firm: how 365agents works

The 365agents Medical Office agent handles appointment scheduling, prescription refill routing, lab result status, and nurse-line triage — with emergency escalation built in and HIPAA coverage included.

AI voice agent for a medical office: how 365agents works

The 365agents Residential Agent handles listing inquiries, books showings, pre-qualifies buyers, answers neighborhood questions, and routes motivated leads to your agents — 24/7, so no lead goes cold.

AI voice agent for a real estate team: how 365agents works

The 365agents Restaurant Host books reservations, answers hours and menu questions, handles dietary questions, routes takeout orders, and covers private event inquiries — without interrupting the line during dinner service.

AI voice agent for a restaurant: how 365agents works

The 365agents Veterinary Clinic agent books appointments, triages pet emergencies, answers vaccination and boarding questions, and escalates critical situations to an on-call veterinarian.

AI voice agent for a veterinary clinic: how 365agents works

Walkthroughs of the most common dental-office calls — new patient booking, insurance questions, emergency triage, and post-procedure follow-up — showing exactly how the AI handles each.

Common calls a dental AI receptionist handles

Walkthroughs of the most common law firm calls — new case intake, existing client matters, referral requests, and urgent criminal or emergency calls — showing how the AI handles each with appropriate legal scope.

Common calls a law firm AI receptionist handles

Walkthroughs of the most common medical-office calls — appointment booking, prescription refills, lab result inquiries, nurse triage, and after-hours urgent calls — with exact examples of how the AI handles each.

Common calls a medical AI receptionist handles

Walkthroughs of the most common real estate calls — listing inquiries, showing requests, buyer qualification, seller leads, and neighborhood questions — with real examples showing how the AI converts more leads.

Common calls a real estate AI receptionist handles

Walkthroughs of the most common restaurant calls — reservations, hours and menu questions, dietary requests, private events, and wait times — with examples showing how the AI handles each during busy service.

Common calls a restaurant AI receptionist handles

Walkthroughs of the most common vet clinic calls — appointment booking, emergency triage, vaccination records, boarding inquiries — showing how the AI handles each with appropriate empathy and clinical scope.

Common calls a veterinary AI receptionist handles

Walkthroughs of the most common HVAC and home service calls — emergency dispatches, maintenance booking, service-area checks, and technician ETA updates — with real-world examples.

Common calls an HVAC AI receptionist handles

Walkthroughs of the most common insurance agency calls — quote intake, ID card and COI requests, claims first notice of loss, and coverage questions — showing how the AI handles each while respecting the licensed-advice boundary.

Common calls an insurance AI receptionist handles

A complete checklist for deploying the 365agents Dental Receptionist — what to gather, what to decide, what takes time, and what gets you live the fastest.

Setup checklist for a dental AI receptionist

A complete checklist for deploying the 365agents HVAC Dispatch agent — service area mapping, dispatch integration, emergency protocols, technician rules, and pricing configuration.

Setup checklist for an HVAC AI receptionist

A complete checklist for deploying the 365agents Insurance Agency agent — AMS integration, carrier protocols, licensed-advice boundaries, claims FNOL workflow, and producer routing rules.

Setup checklist for an insurance AI receptionist

A complete checklist for deploying the 365agents Law Firm Intake agent — practice area configuration, intake questions, SOL flags, referral paths, and case management integration.

Setup checklist for a law firm AI receptionist

A complete checklist for deploying the 365agents Medical Office agent — EHR integration, HIPAA BAA, clinical protocols, nurse-line triage configuration, and provider scheduling rules.

Setup checklist for a medical AI receptionist

A complete checklist for deploying the 365agents Residential Agent — MLS feed integration, team roster setup, neighborhood knowledge base, showing rules, and fair housing-aware configuration.

Setup checklist for a real estate AI receptionist

A complete checklist for deploying the 365agents Restaurant Host — reservation system integration, menu and dietary knowledge base, private event routing, and hours configuration.

Setup checklist for a restaurant AI receptionist

A complete checklist for deploying the 365agents Veterinary Clinic agent — PIMS integration, triage protocols, boarding logistics, and emergency escalation rules.

Setup checklist for a veterinary AI receptionist

Honest comparisons between 365agents and other AI voice platforms, virtual receptionist services, and in-house alternatives — so you can choose the right fit for your business.

How 365agents compares

Air AI is focused primarily on AI-driven outbound sales conversations. 365agents is focused on inbound AI receptionist work for small and mid-market businesses. Different problems, different tools.

365agents vs. Air AI: how to choose

Bland AI is a developer-focused voice AI platform best known for high-volume outbound calling. 365agents is a managed AI receptionist product focused on inbound business calls, compliance, and SMB fit.