Your setup checklist

Use Onboarding to give Hello clear, current information. The wizard saves as you go, and you can come back to add more later. Home shows your number and what to do next.

Work through the setup

1. In Your Hello number, choose how calls will reach Hello.
2. In Your business, check your business details and opening hours. Add your logo if useful.
3. In Your people, add the people Hello can put callers through to and what they handle.
4. In Triage line, explain what Hello can help with and what must go to your team.
5. In Bookings and callbacks, set the booking and callback expectations.
6. In Top questions, write the answers customers need most.
7. In Voice and name, check the introduction and pronunciation guidance.
8. Add optional Knowledge and supporting Files.
9. Open Review and submit, check the summary and select I'm done for now.

Setup answers can already be live on your front desk. Test important changes rather than waiting for a separate launch switch.

What we need from you is different

What we need from you is not the onboarding checklist. It collects open items from your monthly reviews, such as a missing price list or a decision about how to handle a type of call.

Open it when a review needs your input. Answer or complete the item, then tick it off. Nothing needed right now means there are no outstanding review items.