Help · Getting started
Your first 10 minutes
Find your Hello number, add the essentials and make your first test call.
Start with the essentials. You do not need every document ready before you can explore your front desk, but check its answers before sending customers to it.
Get into your account
- Open the setup link in your welcome email, or sign in with the email address you used to join.
- Open Home and look for your Hello number.
- If the page says We're setting up your number, allow for the usual setup time of one business day.
Add the basics
- Open Onboarding. The page is headed Tell us about your business.
- In Your Hello number, choose how you intend calls to reach Hello.
- Complete Your business and Your people.
- Work through Triage line, Bookings and callbacks, Top questions and Voice and name.
- Add Knowledge and Files if you have useful material ready.
The wizard saves as you go. Watch for Saved before leaving. Knowledge is optional and has a Skip for now button.
Make one useful test
Call your Hello number and ask a question customers often ask. Then try leaving a message or asking for a person.
Setup answers can already affect your front desk. Treat the test as a check of the current answers, not a separate practice environment.
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Still stuck? Ask Riley, or email hello@leadica.io.