Getting Started

15-Minute Quickstart

The fastest path from a fresh workspace to a live AI hotline answering real calls. Follow the steps in order — each one unlocks the next. For the full walkthrough (profile, PMS, team), see Setting Up Your Workspace.

Estimated time: 15 minutes

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Have these ready before you start. A few minutes of prep keeps the run smooth: your top 5 guest FAQs (check-in time, wifi, parking, late checkout, address), and — if you want Slack alerts — a Slack incoming-webhook URL from your Slack admin.

Get a phone number

Go to Phone Numbers and click Get First Number. Choose Platform to provision a new number, pick a country, and confirm. A phone number is required before you can create a hotline.

Full guide: Phone Numbers →

Create a hotline with an AI assistant and knowledge base

Go to Settings → Hotlines → Add Hotline, name it, and pick the phone number you just got. On the hotline card, switch the mode to AI and select (or create) an AI assistant.

Open Edit AI Assistant → Instructions and give it a short identity and tone. Then go to AI Agents → Knowledge Base and add a few short articles from your FAQs — this is what the assistant answers from.

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Three to five short knowledge-base articles (check-in, wifi, parking, checkout, address) are enough to start. You can always add more later — the assistant uses them the moment they're saved.

Full guide: Setting Up a Hotline → · Knowledge bases & context sources →

Choose AI or Team mode

On the hotline card in Settings → Hotlines, use the Mode toggle: AI lets the assistant answer calls; Team forwards calls to your human agents. You can switch any time — each mode keeps its own setup.

Leave it on AI for the test call in the next step.

Full guide: Switching Between AI and Your Team →

Make a test call and read the transcript

Call your new number from your own phone and ask the assistant one of your FAQ questions. Confirm it answers from your knowledge base.

Then go to Support → Call Transcripts. Your call appears with the caller, hotline, language, and an auto-generated summary — click it to read the full transcript. You can flag any call for quality review.

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Transcripts only appear after an AI-handled call completes, so the test call is what brings this page to life. Give it a minute if it doesn't show immediately.

Full guide: Call Transcripts →

Send alerts to Slack

Go to Support → Webhooks → Add Webhook. Give it a label, choose a topic (for example Hotline Call Escalated), set the provider to Slack, and paste your Slack incoming-webhook URL. Your team now gets real-time alerts in Slack.

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The webhook URL comes from your Slack workspace (an admin creates an incoming webhook for the channel you want alerts in). If you don't have one yet, you can add this step later.

Full guide: Slack Notifications →

What to do next

That's the core loop — a number, an AI hotline answering from your knowledge base, transcripts, and Slack alerts. To go further:

Setting Up Your Workspace — the complete setup including profile, PMS, and inviting your team
Hotline Coverage & Shifts — set up on-call shifts so your team covers Team-mode calls
Bot Triggers & Routing — fine-tune how the assistant routes calls and when it hands off

Back to Help Center Full setup guide →