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I set up Callizy

Set up Callizy

From the number to the AI receptionist, in the order of the “Get started” list in the app.

Lessons
8
Duration
about 1 h
Language
English; videos in French with English subtitles
Start lesson 1
Manager path overview

The 8 lessons

  1. 12:10Lesson 1Create your account and choose your numberSign up, choose a local or toll-free number and start the 14-day trial.Video 2:107-step guide

    Also in this lesson: Buy a local or toll-free number · Transfer your current number to Callizy

  2. 22:17Lesson 2Go live with CallizyThe 7 setup steps: cell phone, language, who answers, call options, 911, team and apps.Video 2:177-step guide

    Also in this lesson: 911 with a Callizy number

  3. 32:20Lesson 3Set your business hours and choose who answersAlways open, always closed or day-by-day hours, for the company or a single number.Video 2:206-step guide

    Also in this lesson: Choose who answers a number

  4. 42:08Lesson 4Create and test your AI receptionistName, language, voice, first message and instructions, then a test call to your cell phone.Video 2:087-step guide
  5. 52:28Lesson 5Give the agent knowledge and have it book appointmentsImport your website or write pages so its answers are accurate.Video 2:286-step guide

    Also in this lesson: Have the agent book appointments

  6. 61:59Lesson 6Get alerted after every agent callMessage taken, callback request or emergency: get the alert by text or email.Video 1:596-step guide
  7. 71:43Lesson 7Invite your teamInvite by email and group the people who answer together (groups: Team).Video 1:437-step guide
  8. 81:53Lesson 8Install the apps and make your first callGet your calls and texts everywhere, with the same numbers.Video 1:537-step guide

    Also in this lesson: Make and receive a call

For your teamI use Callizy every day · 5 lessonsSee the agent path