Quick Setup Guide

Step 1: Sign Up & Verify

1. Create your NovaVoice account
2. Check your email for the confirmation message
3. Click the verification link to access your dashboard

Step 2: Create Your Team

1. Click "Create Team" in your dashboard
2. Enter your team name and save

Step 3: Add a Phone Number

Connect a phone number to your voice agent. You can use NovaVoice numbers (first one free) or bring your own Twilio account.

Quick steps:

1. Go to Phone Numbers → Add Phone Number
2. Choose your provider (NovaVoice or Twilio)
3. Follow the setup process for your chosen option
4. Assign to your voice agent

For detailed instructions, see the Setting up a Phone Number guide.

Step 4: Create Your Voice Agent

Click "Create Voice Agent" to begin the setup process. You'll complete three stages:

Stage 1: Calendar Settings

• Connect your Google Calendar and/or Outlook Calendar
• Configure your weekly availability schedule
• Set up special availability times
• Add 'blackout' periods for vacations / other time off

Stage 2: CRM Integration

• Connect your CRM (currently ReChat supported, more coming soon)
• Once connected, call details and lead information will sync automatically
• Configure lead summary email settings to receive daily or weekly summaries of new leads, call notes, and recommended follow-up actions

Stage 3: Final Details & Launch

1. Assign Phone Number – Select the Twilio number you connected earlier
2. Complete Profile – Enter your voice agent's details:
   • Agent name
   • Company name
   • Key business information
3. Go Live – Review your settings and click Save & Publish

You're All Set! 🎉

Your NovaVoice agent is now active and ready to:

• Answer incoming calls 24/7
• Qualify leads automatically
• Book appointments into your calendar
• Update your CRM with call details

Next Steps

• Test your voice agent by calling your assigned phone number
• Set up call forwarding to your AI voice agent so you never miss a call
• Publish the voice agent's phone number to your website, stating 24/7 availability
• Listen to past voice agent calls in the Call Logs section of your dashboard
• Send us feedback on your experience with NovaVoice, and suggest new features