Learning Center

Getting Started with Sales Connect AI

Use this guide to get your account set up correctly, configure your phone system and AI receptionist, and prepare your business to start handling calls with confidence.

View Setup Checklist Explore App Sections

Overview

Start with the Foundation First

The best way to get started in Sales Connect AI is to set up the core parts of your account before handling live call volume.

Your phone number, number forwarding, AI receptionist settings, wallet credits, and team understanding of the system all matter. This page gives you a simple order to follow so setup feels clear and manageable.

Setup Checklist

What to Do First in the App

Follow these steps in order to build a strong starting point for calling and AI reception.

Complete Your Business Profile

Start by adding your business name, contact information, service details, and any core settings that help identify your business inside the platform.

Choose Your Phone Number

Select the phone number you want to use for calling and lead communication. This will be one of the most important parts of your setup.

Set Up Number Forwarding

Forward your existing business number to your Sales Connect AI line so you can start taking calls immediately. Full number porting is on our roadmap.

Configure Your Contact Center Settings

Set up how inbound and outbound calling should work, including call handling preferences and fallback options when your team is unavailable.

Set Up the AI Receptionist

Configure your AI receptionist with the right business information, greeting, and behavior so it can answer calls professionally when your team is busy.

Add Wallet Credits

Top up your usage wallet so you have credits available for voice minutes and AI call minutes. Credits never expire.

Test Inbound and Outbound Calls

Before going live, make test calls to confirm your number forwarding, AI receptionist, call recording, and team workflows are working correctly.

Train Your Team on the Main Sections

Make sure anyone using the platform understands where to find call history, recordings, AI summaries, and follow-up actions.

Application Areas

Main Sections New Users Should Learn

These are the most important areas to understand early so your team can move through setup and day-to-day use with less confusion.

Business Settings

This is where you configure the foundation of your account, including business information and core preferences.

Phone Numbers

Choose, assign, and manage the numbers your business uses for calling. Set up forwarding from your existing number.

Contact Center

Use this section for calls, call history, recordings, AI summaries, and communication workflows.

AI Receptionist

Configure how the AI answers calls, what information it captures, and how summaries are delivered to your team.

Usage Wallet

View your credit balance, top up your wallet, and track how credits are being used across voice and AI minutes.

Reporting

Track call volume, activity, outcomes, and agent performance from one dashboard.

Important Early Setup Items

Do Not Skip These Steps

Some setup items are more important than they first appear. Choosing your phone number, setting up forwarding, and configuring the AI receptionist directly affect your ability to handle calls effectively from day one.

Taking the time to test calls and review AI behavior before launch will help prevent missed leads and support a smoother customer experience.

High-Priority Setup Tasks

Select your main business phone number
Set up number forwarding
Configure the AI receptionist
Add wallet credits
Confirm inbound and outbound calling works
Run at least one test call through the system

Before You Go Live

Final Launch Readiness Check

Before using the system with real call traffic, make sure these key items are complete.

✓

Your business profile is complete

✓

Your main phone number is selected

✓

Number forwarding is set up and tested

✓

AI receptionist is configured with your business info

✓

Wallet has credits loaded

✓

Inbound calling is working

✓

Outbound calling is working

✓

Call recording is confirmed

✓

At least one test call has been run through the system

✓

Your team knows where to find call history and AI summaries

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