Getting Started Guide
Last updated July 14, 2024
Welcome to Phonely! 👋
Phonely is your AI receptionist for managing calls seamlessly, eliminating missed opportunities, and enhancing customer interactions. With Phonely, focus on what matters most — delivering exceptional service. Phonely answers calls like a human, transfers calls naturally, schedules appointments, and provides AI-powered analytics to optimize your operations. It integrates with your existing tools, ensuring smooth, real-time interactions.
How Phonely Works
Phonely is an AI receptionist platform that automates call handling. When someone calls your business, Phonely greets them and directs the call based on your configured preferences. Phonely uses advanced natural language processing to understand and respond to customer inquiries, ensuring a seamless experience.
Getting Started
- Visit Our Website: Head over to www.phonely.ai .
- Create an Account: Click the "Get Started" button and follow the onboarding process to create and customize your AI receptionist. The setup takes just a few minutes.
- minutes.
Core Features
Agent Design
- AI Greeting: Customize how Phonely answers calls. For example, "Hello, thanks for calling Phonely, the leading AI receptionist service. How can I assist you today?"
- Voice Selection: Choose from over 50 voices in multiple languages and accents to best represent your business.
- Instructions: Provide context and guidelines to train Phonely on how to handle specific queries and situations. See writing good instructions for tips and tricks for how to optimize your agent instructions.
Quick Questions
Phonely learns from interactions and can ask for additional information if needed. For instance, if it frequently receives a question it can't answer, it will prompt you to provide the necessary information, which can then be used for future calls.
Call Forms
Create structured intake forms to gather information from callers. For example, you can set up a sales form to collect details about a new product inquiry.
Knowledge Base
Add documents and website content to Phonely's knowledge base to provide it with detailed information about your business. This allows Phonely to access and relay information accurately during calls.
Website Import
Phonely can crawl your website to gather information, which it can then use to respond to customer inquiries. You can specify the number of pages and the depth of the crawl.
Integration
Phonely integrates with various tools to streamline your workflow:
- CRM Systems: Automatically update customer records based on call interactions.
- Email and Messaging: Send confirmations and follow-ups to customers.
- Calendar: Schedule appointments directly from calls.
Advanced Features
Workflows
Automate reminders, follow-ups, and other messages before or after booked events using Phonely's workflow automation.
Routing
Automatically route calls to the most suitable team member based on their expertise or availability.
Support
For additional help, visit our Support Page . You can also check our Glossary for detailed definitions of Phonely terms and features.
Conclusion
Thank you for choosing Phonely. If you have any questions or need further assistance, feel free to contact our support team. We're here to help you get the most out of your AI receptionist experience.