Open Agents and click New agent. Choose a voice agent (phone and website calls) or a chat agent (website, WhatsApp, Telegram), pick your industry and give it a name. The agent starts with sensible defaults; adjust the instructions, then test it.

20 credits: 10 call minutes and 10 chat conversations, shared by all your agents, to test everything from the app. They do not expire. Publishing an agent on a real phone number or on your website needs a paid plan.

On the Agents page use Test call for a voice agent (it rings in your browser) or Test chat for a chat agent. Tests use your trial credits or your plan's allowance.

It answers calls on your phone number and on the Call button of your website, in English or Romanian. It answers questions from your instructions and documents, books, moves and cancels appointments in your Google Calendar, and takes a message (a ticket) when it cannot help.

Open the agent and edit the Instructions tab (opening message, what to say, what never to say). Change the voice on the Voice tab. Add documents on the Knowledge tab so it can answer detailed questions.

New calls get a short message that the line is not available and are counted under Usage > Turned away. Upgrade your plan to continue right away, or wait for the reset on the 1st of the month.

The name, phone number and e-mail are each read back and confirmed as soon as the caller gives them, so the final check only repeats what was not confirmed yet: the date and time (and the reason, if one was given). A value the agent could not confirm clearly is still read back, and the caller can correct anything at that moment.

Open the chat agent, go to Widget, enter your website address and copy the code snippet into your site, just before the closing body tag. The snippet works only on the domain you entered.

Yes, on plans that include WhatsApp and Telegram. Open the agent, go to Channels and connect your WhatsApp Business number or your Telegram bot.

English and Romanian on every plan. Spanish, French, German and Italian come with the Multilingual add-on or with PRO PLUS and higher plans.

Go to Phone numbers, choose the country and area, and pick a number. Your plan includes a number of phone numbers; each Extra Phone Number costs $5 per month.

Yes. Ask your phone provider to forward calls to your AI Build number (always, or only when you are busy or do not answer). Your customers keep calling the number they know.

They are released immediately and can no longer receive calls. If you cancel a plan instead, the numbers keep working until the end of the paid period.

Open the agent and click Connect Google Calendar, then choose which calendar the agent books in. Each agent can use its own calendar.

It reads your free and busy times from the calendar and follows the business hours and appointment length you set on the agent's Availability settings.

Every booking gets an 8-digit code. Customers can say or type it later to check, move or cancel their appointment with the agent.

Automations connect a Chat Agent to your other tools, in any kind of business. Events: when the agent books or cancels, takes a message, gets a new visitor message, is asked for a person or handles an order, the details go to your CRM, Google Sheets, Slack or e-mail. Actions: during the chat the agent asks your own system (stock, prices, an order, repair or claim status, creating a lead) and answers with the real information. Our team builds them with Make.com, n8n or your own system; Voice Agents are not included for now.

Open Automations (or Requests > New request) and choose Automation: pick the Chat Agent, when it should run and where the data goes, then describe what should happen. You receive a quote - a one-time setup fee and, when upkeep is needed, a monthly fee - and pay it from the request, like any custom work.

Yes. On the Automations page you see what each one does and when it last ran, and you can pause or resume it at any time. Nothing is sent while it is paused.

Add each colleague's phone on the Team page (only the owner, Admins and Editors take calls). In the voice agent editor, tab Team & locations, switch the transfer on, tick who takes calls (plus an optional extra number, e.g. reception), choose Everyone at once or One after another, how long each phone rings and what happens if nobody answers: back to the AI agent or end the call - a callback ticket is created either way. Colleagues already on another transferred call are skipped, so several calls at once reach different people. Your colleague first hears who is calling and why.

In the chat agent editor, tab Team, switch on the hand-off. When a visitor asks for a person you get an e-mail and the chat appears in Live chats: open it, write your reply (the first reply also takes the chat) and the visitor sees it in the same chat - website, WhatsApp or Telegram. When you are done, press Hand back to the AI. If nobody takes the chat in time, the visitor is told and the agent carries on.

Yes. In the voice agent editor, tab Team & locations, add at least two locations: a name, other words the caller may say, and where the call goes - the voice agent of that location (with its own calendar and hours) or a phone number. The agent then asks "Which location are you calling about?" and moves the call there.

They appear once our team has made them available on the platform. Call transfer is an add-on sold in packs of transfer minutes a month; Live chat hand-off and Multi-location work when your plan includes them or you add them on Plans. Otherwise the tab shows what they do and an Upgrade button. A transferred call uses the transfer minutes, not your AI minutes. Some plans include free transfer minutes every month; if you need more, you add extra packs on top.

In the chat agent editor, tab Team, tick the colleagues who should be told (owner, Admins and Editors - a Viewer cannot answer) and choose Everyone at once or Taking turns. With Taking turns each new chat goes to one person; if they do not take it within half the waiting time, everyone ticked is told. Live chats shows who a chat is assigned to or taken by, has a Mine filter, and the list and the menu counter update by themselves - nothing to set up. Before handing over, the agent asks the visitor what the problem is, so your colleague sees it straight away.

On the 1st of every month. Unused minutes and conversations do not carry over.

Go to Billing. Change plan applies right away (the difference is prorated). Cancel subscription stops the billing; your agents keep working until the end of the period you paid for.

Yes, yearly billing is cheaper than paying month by month. Switch between Monthly and Yearly on the Plans page to see the price.

Yes. On Billing, under Extra minutes and conversations, buy a pack of extra voice minutes or chat conversations (50, 100, 200 or 500). Each month your plan's own minutes and conversations are used first, then the packs - and what you don't use carries over to the next months. Dashboard, Agents and Billing also show Add-ons for your plan: everything you can still add.

On Billing > Add-ons, under the add-on, choose the new quantity next to From the next renewal (or Remove / Stop) and save. You keep what you paid for until your next renewal; from then on you pay the new amount, and Keep as now cancels the change. You cannot go below what you use: release extra phone numbers, remove team members or delete knowledge links first - the page tells you how many.

The Analytics page (menu Activity). For the last 7, 30 or 90 days, compared with the days before: how calls and chats ended (appointment, handed to your team, ticket, ended early), the conversion rate into appointments, the busiest days and hours, your agents compared, the channels (phone, website, WhatsApp, Telegram) and an Export CSV button. It is part of the plans that list Advanced analytics.

Go to Team and click Invite teammate. Choose a role: Admin, Editor or Viewer. Each person uses one seat of your plan; extra seats cost $5 per month.

Every person chooses their own time zone in Settings > Profile, and all dates in the app are shown in that time zone. Appointment times are always the business's local time.

Settings > Workspace > Notification e-mail. You can apply it to all your existing agents at once.

The date, duration, the caller's number, the written transcript and the booking or ticket that came out of it. You can delete a call or a conversation at any time.

The people on your team, according to their role. Our support staff can open your account only to help you, and every such access is logged.

Settings > Close account. Phone numbers are released right away and your data is deleted after the retention period. Download what you need first with the Export buttons.