PRODUCT DOCS

Getting set up

From new account to first answered call: what onboarding asks, what gets provisioned for you, and how to place a test call.

What setup involves

Sí Call answers your business line with an AI receptionist. Setup is a short guided flow: you describe your business, we provision a dedicated phone number and voice assistant for you, and you forward your existing line to it. Nothing about your current number changes.

Step by step

  1. Create your account and workspace at /signup.
  2. Complete Launch setup (the onboarding flow): business name, industry, hours, the greeting you want callers to hear, and an escalation phone number for callers who need a person.
  3. Pick a plan. Every eligible plan starts with a 14-day trial that includes 100 minutes, 20 calls, 50 text messages, and 10 bookings — enough to hear it handle real traffic before you pay.
  4. We provision your dedicated Sí Call number and voice assistant automatically. You can watch the status on your app home page.
  5. Forward your existing business line to the new number (see “Forwarding your number” below — it is one dial code on most carriers).
  6. Place a test call to your own business number. You should hear your configured greeting, and the call summary should appear under Calls & follow-up in the app.

Where things live in the app

  • Home — provisioning status, next steps, and recent activity.
  • Receptionist — greeting, questions to ask callers, and business info.
  • Connections — your Sí Call number, calendar, and connected tools.
  • Calls & follow-up — conversations, leads, and action items.
  • Billing — plan, usage, and payment details.

If provisioning stalls

Provisioning retries automatically every few minutes if a step fails. If your number still shows as pending after fifteen minutes, contact support — do not restart onboarding.

Questions at any step: support@sicall.ai.

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