Setup Guide

Download and install the Callfy app to get started with your AI voice assistant.

Set up your dedicated phone number that customers will call to reach your AI assistant.

Step 1: Choose Your Country

Start by selecting your country. We recommend starting with USA for the best coverage and features.

Step 2: Choose Your State

If you selected USA, choose your state to find local phone numbers.

Step 3: Select Your Phone Number

Browse available numbers in your area and select your preferred number.

Personalize your AI assistant's voice, responses, and knowledge base to match your brand.

Step 1: Choose Your Voice

Select a voice that represents your brand and will be the voice of your AI assistant.

Step 2: Set Your Greeting Message

Customize the greeting message that customers will hear when they call your AI assistant.

Step 3: Configure Knowledge Base

This is all set up automatically from your store data, but you can edit everything, add, remove and customize as needed.

3a. Website Summary

Add a summary of your website and business to help the AI understand your company.

3b. Important Links

Add key links that your AI assistant should know about (policies, shipping info, etc.).

3c. Questions & Answers

Set up frequently asked questions and their answers for common customer inquiries.

3d. Live Store Data

Connect your live store data so the AI can access everything from your store. You can set up permissions if you want your agent to be able to do specific actions.

Step 4: Configure Escalation to Support

Set up how the AI should handle complex issues that need human support.

4a. Email Only Support

Sends an email to the support of the store you configure and opens a ticket for scenarios the AI couldn't help and the issue persists.

4b. Phone and Email Support

The AI can transfer the live call to a human agent you have. You need to configure the phone number for this option.

Before going live, test your AI assistant to ensure everything works perfectly.

Testing Overview

Access the testing interface to try out your AI assistant before customers start calling.

Call Yourself to Test

Use the "Call Yourself" feature to test your AI assistant directly from the dashboard.

Browser Phone Interface

Use the built-in browser phone to make test calls without using your actual phone.

• Use the built-in call simulator in your dashboard
• Test common customer scenarios:
  • Order status inquiries
  • Product questions
  • Shipping and return policies
  • Store hours and contact information
• Verify call forwarding works for complex issues
• Test the AI in multiple languages (if applicable)
• Check voicemail and after-hours responses

Once you're satisfied with your testing, it's time to launch your AI assistant.

• Update your website with the new phone number
• Add the number to your email signatures
• Update your Google Business listing
• Inform your team about the new system
• Monitor the first few calls closely