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All 95 tutorials, by topic.

Getting started

Create your account and choose your numberSign up, choose a local or toll-free number and start the 14-day trial.Managers2:10 Go live with CallizyThe 7 setup steps: cell phone, language, who answers, call options, 911, team and apps.Managers2:17 Install the app on iPhone, Android and MacGet your calls and texts everywhere, with the same numbers.Everyone1:53 Join your team after an invitationAccept the invitation you received by email, create your account and verify your cell phone.Agents1:52 Find your way: the Phone and Administration spacesWhat each space contains, and who can access it.EveryoneGuide Full tour of CallizyA 15-minute tour of the product, from buying the number to statistics.EveryoneGuide

Calls

Make and receive a callDial, answer, mute, put on hold and take notes during the call.Everyone1:56 Transfer a callPass the call to a colleague, a team or an outside number.Everyone1:24 Listen to your voicemails and read their transcriptsFind every voicemail in the inbox and read what was said.Everyone1:53 Choose your outgoing caller IDLet Callizy pick the local number based on the area code you call, or set your preferred number.EveryoneGuide Do not disturb, call forwarding and personal scheduleStop calls when you're not available or forward them elsewhere (personal schedule: Team).EveryoneGuide Find a call: history, recording, AI summaryFilter your calls, listen to the recording and generate the AI summary.EveryoneGuide Messages and calls between colleaguesMessage and call your colleagues without leaving Callizy.EveryoneGuide

Numbers and call handling

Buy a local or toll-free numberChoose an available Canadian number, local or 1-800, and make it active in a few minutes.Managers2:10 Choose who answers a numberThe whole team, a flow or the AI receptionist: it's all set in the number's Answering tab.Managers2:20 Create your first call flowBusiness hours, a team that rings, hold music and voicemail: the full path of a call, in a few minutes.ManagersTeam and up2:37 Set your business hoursAlways open, always closed or day-by-day hours, for the company or a single number.Managers2:20 Transfer your current number to CallizyKeep the number your customers know: what to prepare and how the transfer works.ManagersGuide Add a voice menu (“press 1”)The DTMF menu block: offer keypad choices and route each key.ManagersGuide Ring a team and put callers on holdChoose the ring order and the hold music for when everyone is busy.ManagersTeam and upGuide Monitor calls liveCalls in progress, today's missed calls and available agents, in real time.ManagersGuide

Texts

Send and receive textsText from your business number; calls, texts and voicemails stay in the same thread.Everyone1:53 Save time with saved repliesType “/” in a thread to insert a ready-made reply.EveryoneGuide Work together on a conversationInternal notes, @mentions, assignment and “Done”.EveryoneTeam and upGuide Texts to the United States and from a toll-free numberThe registrations to complete in the Trust center so your texts get through.ManagersGuide Get the “Scam Likely” label removedRegister your number so your calls are no longer flagged.ManagersGuide

AI agents

Create and test your AI receptionistName, language, voice, first message and instructions, then a test call to your cell phone.Managers2:08 Give the agent knowledgeImport your website or write pages so its answers are accurate.Managers2:28 Have the agent book appointmentsConnect Google, Microsoft 365 or Square, then set the duration and availability.Managers2:28 Get alerted after an agent callMessage taken, callback request or emergency: get the alert by text or email.Managers1:59 Have the call transferred to a personWhen the agent hands off, and to whom.ManagersGuide Send a link by text during the callHours, address, booking or payment link, sent during the conversation.ManagersGuide Review conversations and go back to a previous versionTranscripts, summaries, audio, and the agent's change history.ManagersGuide Understand AI minutes and the Receptionist plans30 minutes per user per month, then the Receptionist plans.ManagersGuide Create a reference tablePrices, lead times, availability: what the agent looks up instead of guessing.ManagersGuide Launch an AI call campaignImport a list, schedule it, retry failed calls and follow the report.ManagersBusiness and upGuide Missions: a specific scenario for the agentFrame one part of the conversation, like taking a message.ManagersGuide Connect the agent to your softwareThe agent checks your software during the call: record, order, status.ManagersGuide Manage appointments manuallyCreate, move or cancel an appointment, with confirmation by text and email.ManagersGuide

Power Dialer

Prepare a Power Dialer campaignScript, outbound numbers, rotation, local presence and lead import.ManagersBusiness and upGuide Call with the Power DialerCall queue, script, dispositions, pre-recorded voicemails and callbacks.AgentsBusiness and upGuide

Contacts and tasks

Contacts, notes and tasks after a callFind the caller's contact page, add a note and create the follow-up task.Everyone1:22 Import your contactsA CSV or Excel file, with a template to download.ManagersGuide Organize your contactsTags, statuses and custom properties.EveryoneGuide Confirm what AI heard on a callApprove or reject the details AI suggests adding to the contact page.EveryoneGuide

Statistics

Measure your team's performanceAnswer rate, talk time, peak hours and results by agent.ManagersTeam and upGuide Track your own statsYour calls, your missed calls, your talk time and your texts, by period.EveryoneGuide

Team and account

Invite your team and create ring groupsInvite by email and group the people who answer together (groups: Team).Managers1:43 Manage your subscription and invoicesChange plans, switch to yearly, update your card, find your invoices.Account ownerGuide Secure your accountPasskey, Google sign-in or magic link.EveryoneGuide

Use cases

Stop missing calls after business hoursThe AI receptionist answers when you're closed and passes the message on to you.ManagersGuide Book appointments by phone without a secretaryThe agent checks your calendar, books the time slot and sends the confirmation.ManagersGuide Call back every missed callSpot today's missed calls and call them back before the end of the day.EveryoneGuide Confirm tomorrow's appointmentsAn AI call campaign calls each customer the day before their appointment.ManagersBusiness and upGuide Qualify leads before they reach your teamThe agent asks your questions and only transfers serious requests.ManagersGuide Callizy for your industryClinic, firm, salon, garage, construction, real estate and sales team.ManagersGuide

In Canada

Transfer your number from BellThe account number, the bill and the text to confirm at Bell, also for a Bell Business line.ManagersGuide Transfer your number from RogersThe account number, the bill and the text to confirm at Rogers.ManagersGuide Transfer your number from TELUSThe account number, the bill and the text to confirm at TELUS and TELUS Business.ManagersGuide Transfer your number from VidéotronWhat to prepare at Vidéotron before transferring your number.ManagersGuide Transfer your number from FizzWhat to prepare at Fizz before transferring your number.ManagersGuide Transfer your number from KoodoThe account number, the bill and the text to confirm at Koodo.ManagersGuide Transfer your number from FidoThe account number, the bill and the “Hi, it's Fido!” text to confirm.ManagersGuide Transfer your number from Virgin PlusThe account number, the bill and the text to confirm at Virgin Plus.ManagersGuide Transfer your number from Freedom MobileThe account number, the bill and the text to confirm at Freedom Mobile.ManagersGuide Transfer your number from chatrYou ask for the account number in store. The account closes on its own during the transfer.ManagersGuide Transfer your number from another carrierFor any Canadian carrier: what to find, keep and ask for before the transfer.ManagersGuide Transfer your number from QuoWhat to ask Quo for and keep before transferring your number to Callizy.ManagersGuide Transfer your number from RingCentralWhat to find in RingCentral and keep before transferring your number to Callizy.ManagersGuide Transfer your number from Google VoiceWhat to find in the Google Admin console and keep before transferring your number to Callizy.ManagersGuide Record calls in line with Quebec's Law 25The announcement to make, the retention period and the matching settings.ManagersGuide Texts and CASLConsent, identification and unsubscribe: the rules for texting your customers.ManagersGuide Power Dialer and the National DNCLPermitted calling hours and the National Do Not Call List.ManagersBusiness and upGuide 911 with a Callizy numberRegister the address of each number and know what happens when someone dials 911.ManagersGuide

Troubleshooting

My phone doesn't ringStatus, active tab, notifications and business hours: the checks, in order.EveryoneGuide Call quality, microphone and headphonesChoose the right microphone, give the browser permission and test your connection.EveryoneGuide My texts won't sendUnited States and toll-free numbers: the registrations most often missing.EveryoneGuide The AI agent doesn't answer or gets it wrong“No number”, “No voice”, minutes used up, vague instructions: what to check.ManagersGuide “Tab inactive”: take back the phoneOnly one tab controls the phone; here is how to take it back.EveryoneGuide

API and integrations

Understand Callizy integrationsNative, Zapier, AI assistant or API: what each integration does, who connects it and on which plan.ManagersGuide Connect HubSpotEvery call on the right HubSpot record, with the summary.ManagersTeam and upGuide Connect PipedriveEvery call as a Pipedrive call log, with the recording.ManagersTeam and upGuide Connect Zoho CRMEvery call on the Zoho contact, playable in Zoho.ManagersTeam and upGuide Connect ClioCalls, voicemails and texts on the Clio matter, with their billing.ManagersTeam and upGuide Connect Google ContactsYour Google contacts and your Callizy contacts, always in sync.ManagersGuide Connect SlackMissed calls, voicemails and texts, in your Slack channel.ManagersTeam and upGuide Connect Google CalendarThe AI agent books appointments in Google Calendar, during the call.ManagersGuide Connect Microsoft 365The AI agent books appointments in Microsoft 365, during the call.ManagersGuide Connect Square AppointmentsThe AI agent books directly in Square Appointments.ManagersTeam and upGuide Connect Wix BookingsThe customer calls, the appointment is in Wix.ManagersTeam and upGuide Callizy in Claude or ChatGPTAsk your AI assistant to read your calls, send a text or find a contact.EveryoneGuide Create an API keyRead or write; the secret is shown only once.ManagersGuide Automate with ZapierConnect your calls and texts to your other tools, without coding.ManagersGuide Receive events by webhookMissed call, text received, voicemail: your server is notified.ManagersGuide Embed the phone in your softwareThe Widget SDK, for software vendors.ManagersGuide