Getting started

Prerequisites

• A Hellocall.AI workspace with owner access.
• Phone number or SIP trunk you can verify for inbound/outbound tests.
• WhatsApp Business sender (or Meta Business ID) if you plan to start with messaging.
• CRM or lead destination (webhook, API, Google Sheet) to store captured details.

Five-step quickstart

1. Create your workspace. Name the brand, set your timezone and default language, and invite collaborators who will manage training or campaigns.
2. Pick your first channel. Choose between inbound voice (IVR/web-call), outbound dialer, WhatsApp chat, or on-site web chat. You can add all of them later.
3. Add a data source. Upload FAQs, product sheets, or connect a knowledge base so answers stay accurate. Set a short brand style (tone, persona, disallowed phrases).
4. Define actions. Configure lead capture fields, appointment booking rules, escalation targets, and webhook destinations for structured data.
5. Test, then publish. Run a dry run from the simulator, place a real call or WhatsApp chat, review the transcript, and publish to your live number or widget.

Baseline checklist

• ✅ Greeting, brand name, and fallback phrase configured.
• ✅ At least one escalation path (live agent, voicemail, or ticket).
• ✅ Lead capture fields mapped (name, phone, email, intent, notes).
• ✅ Compliance settings (quiet hours, consent copy, country restrictions).
• ✅ Success metrics picked (pickup rate, completion rate, conversion, CSAT).

Move to /setup-and-integration/ once the workspace basics are in place.