Full tour of Callizy

A 15-minute tour of the product, from buying the number to statistics.

Role : EveryoneDuration : 15 minOn : Web, Mac, iPhone, Android

On this page

Before you start

Your Callizy account.
For the Administration part: be the owner or a manager.

Step by step

10 steps, about 15 min

1
Administration
The number
2 min
Everything starts with the number. In Numbers, buy a local or toll-free line, or transfer the one your clients know. See Buy a local or toll-free number and Transfer your current number to Callizy.
Administration/Numbers
2
Who answers
2 min
On the number’s page, Who answers shows the path of a call. A flow changes it: business hours, a “press 1” menu, a team that rings. See Choose who answers a number, Create your first call flow and Add a voice menu (“press 1”).
3
The AI agent
2 min
In AI voice agents, create a receptionist who answers for you: always, in the evening, or when nobody picks up. In Calendars, connect a calendar so it can book appointments. See Create and test your AI receptionist.
4
The team
1 min
In Settings › Team management, invite your colleagues and create teams that ring together. See Invite your team and create ring groups.
5
Phone
Call and answer
2 min
In the Phone space, your calls ring on the web, on Mac and in the app. See Make and receive a call and Install the app on iPhone, Android and Mac.
6
The inbox
2 min
The Inbox brings together texts, calls and voicemails, one conversation per client. See Send and receive texts, Listen to your voicemails and read their transcripts and Work together on a conversation.
7
Contacts
1 min
Contacts keeps your clients, with their notes and tasks. See Contacts, notes and tasks after a call.
8
Track
Live calls and stats
2 min
In Administration, under Track: Live for right now, Analytics for the team’s numbers, History for every call. Everyone also sees their own stats in Analytics, in their Phone space. See Monitor calls live, Measure your team’s performance and Track your own stats.
9
Going further
Your software
30 s
Settings › Integrations connects Callizy to your software. See Understand Callizy integrations.
10
Call a list
30 s
Under Call: Call campaigns has an AI agent call a list; Power Dialer chains your calls. Both are part of the Business plan. See Launch an AI call campaign and Call with the Power Dialer.