Every page, every button — explained click by click. From creating your assistant to changing colors, buying a plan, and reading your reports.
Getting Started
Create your assistant
From the top navigation, open the Start free menu and click Personal Assistant — or go straight to /signup/personal.
In Step 1 — Details, type your Name or Company Name.
Enter your Email — this is where your magic-link logins are sent.
Pick your Assistant Language (English, Spanish, or Portuguese). This is the language your assistant starts in — it can switch languages on the fly mid-conversation if a caller speaks another one.
Check the greeting preview, then click Continue.
Next you'll pick a category and add your first knowledge — covered below.
Your Dashboard
The home screen
Branding & Appearance
Make it yours
Greetings & Language
How your assistant speaks
Knowledge Base
Teach your assistant
Capture, Tags & Routing
Sort and route conversations
Phone & Voice
Numbers and how it sounds
Plans & Billing
Upgrade, add-ons & usage
Conversations & Reports
See every call and chat
Sharing & Preview
Show off your assistant
Account & Access
Logging in
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