Getting Started

What it does

After signing up, you’ll land in a setup flow that walks you through getting your AI receptionist live. Depending on how your account was created, you’ll see one of two screens.

How to get there

After signing in at app.hello.azumo.com, look for the green Complete Setup button in the left sidebar. It pulses to draw your attention. Click it to pick up where you left off.

Which setup screen am I on?

Task Checklist — You see a list of tasks with checkboxes: “Configure receptionist,” “Test call,” “Add knowledge base,” “Add first contact,” and “Get a phone number.” Tasks can be completed in any order. This is the most common setup screen for new accounts. See Task Checklist below.

Step-by-Step Wizard — You see a numbered progress bar across the top with steps like “Business Info,” “Your Receptionist,” “Choose a Plan.” You move through steps one at a time using Next and Back buttons. This screen is typically used when an Azumo team member sets up your account on your behalf. See Step-by-Step Wizard below.

Task Checklist

The task checklist shows five tasks. Two are required to go live; three are optional but recommended.

Required: Configure receptionist

Set your receptionist’s name, pick a voice, write a welcome greeting, add your company description, and choose a timezone.

• Greeting Name — The name your receptionist introduces itself as. Default is “Charli.”
• Voice — Pick from the ElevenLabs voice catalog. Click any voice to hear a preview.
• Welcome Greeting — The exact words callers hear when they call. Keep it short and natural.
• Company Description — A sentence or two about what your business does. Your receptionist uses this to answer basic questions.
• Timezone — Controls business hours and timestamps. Ten options: ET, CT, MT, PT, AKT, HT, GMT, CET, JST, AET.

This task is complete when both a greeting name and voice are set.

Optional: Test call

Make a live test call from your browser to hear how your receptionist sounds. Uses your microphone and speakers. This is the fastest way to verify your greeting, voice, and behavior before real callers reach you.

This task is complete when at least one call has been made.

Optional: Add knowledge base

Create a knowledge base so your receptionist can answer questions about your business — services, pricing, hours, policies, or anything else callers commonly ask. You can start from a template or build one from scratch.

See Knowledge Base for detailed instructions.

This task is complete when at least one knowledge base entry exists.

Optional: Add first contact

Add a team member your receptionist can try to reach when callers ask for someone. Enter their name and phone number at minimum.

See Contacts for detailed instructions. You can add more contacts after setup.

This task is complete when at least one contact has both a name and a phone number.

Required: Get a phone number

This task handles both billing and phone provisioning in sequence.

First, choose a plan. You’ll see plan cards:

Select a plan and click Continue with [plan name]. You’ll be redirected to a Stripe checkout page to enter your card. The page auto-updates when payment completes — no need to refresh.

Then, provision your number. Once payment is confirmed, the phone provisioning form appears. Enter a Preferred Area Code (optional, 3 digits) or leave it blank for any available number. Click Provision Number.

Set up call forwarding. After your number is provisioned, the page shows forwarding instructions for five carriers: AT&T, Verizon, T-Mobile, Google Voice, and RingCentral. If you want callers to dial your existing business number and have your Azumo receptionist answer, follow the instructions for your carrier.

Completion

When both required tasks are complete (receptionist configured + phone number provisioned), your account is activated. You’ll see a “Your receptionist is live!” screen with your new phone number, call forwarding instructions, and a Go to Dashboard button.

Step-by-Step Wizard

The wizard is a linear 8-step flow. You move through steps using Next and Back buttons. The wizard saves automatically — close the browser and come back, and it picks up where you left off.

1. Business Info — Company description and timezone.
2. Your Receptionist — Greeting name and voice selection from the full ElevenLabs catalog.
3. Welcome Greeting — Write the greeting text. Click Preview to hear it.
4. First Contact — Add one team member (name, email, phone). Optional — click Skip to add contacts later.
5. Review — Summary of all your choices. Use Back to fix anything.
6. Choose a Plan — Same plan options as the task checklist (Free Trial, Starter, Pro). Payment is collected via a Stripe checkout link.
7. Phone Number — Provision a number with optional area code. Includes call forwarding instructions.
8. You’re All Set! — Your receptionist is live. Click Go to Dashboard.

For detailed guidance on any feature configured during the wizard, see the related articles linked below.

If you tried the playground first

If you tested your receptionist on the public demo page before signing up, your settings carry over automatically. Your voice selection, greeting text, receptionist name, and company description are already filled in on your new account. You can adjust any of them during setup.

What to do after setup

Your receptionist is answering calls, but there’s more you can configure:

• Knowledge Base — Teach your receptionist about your business
• Contacts — Add more team members so calls can be routed
• Special Instructions — Tell your receptionist how to handle specific situations
• Notifications — Get notified via email, Slack, or SMS when messages are taken
• Voice and Tuning — Adjust voice speed, expressiveness, and conversation settings
• Phone Number, Business Hours, and Call Screening — Set your hours, after-hours behavior, and spam filtering
• Billing — View your plan, usage, and invoices

Tips

• Business hours default to 24/7. If you want after-hours behavior (taking messages instead of routing), configure it in Settings > Business Hours after setup.
• Add contacts early. Until you add at least one active contact, your receptionist takes a message for every caller instead of trying to connect them.
• Your greeting matters. Callers judge quality in the first three seconds. Keep it short and natural — avoid filler phrases like “Please hold while I connect your call.”

Troubleshooting

I closed the browser and cannot find where to continue. Look for the green Complete Setup button in the left sidebar. Click it to return to setup.

The voice preview is not playing. Make sure your browser is not blocking audio autoplay. Try clicking a different voice first, then back to the one you want. If it still does not play, try Chrome or Safari.

I did not receive the payment email. Check your spam folder. The email comes from Stripe on behalf of Azumo. If it is not there after a few minutes, contact support@azumo.com.

I want a phone number with a specific area code but none are available. Try a neighboring area code. If you need a specific one, contact support@azumo.com.

I want to change my voice or greeting after setup. Go to Voice and Tuning to change your voice and speed. The greeting text and receptionist name can be updated from the Agent page.

Related

• Dashboard — Your home screen after setup
• Contacts — Add team members so your receptionist knows who to reach
• Knowledge Base — Give your receptionist answers to common questions
• Billing — View your plan, usage, and invoices