Quick start
Voxilo answers your business calls in about 15 minutes of setup. This guide walks you through every step. By the end you'll have placed a real test call and heard your agent in action.
You'll need (1) the business phone number you want Voxilo to answer, (2) your service area and hours, (3) a credit card for billing, and (4) a few minutes to listen to a voice sample and confirm it sounds right.
Step 1 — Create your account
Head to voxilo.ai/sign-up and create an account. You can sign in with Google, Apple, or email + password. We use Google and Apple as identity providers so you never type a Voxilo-specific password if you don't want to — they handle authentication on their side.
Two-factor authentication is supported and recommended. We use Twilio's Verify service for SMS one-time codes — Twilio is a tier-one authentication provider used by millions of businesses.
Step 2 — Tell Voxilo about your business
A 9-step wizard captures the essentials. Most owners finish it in under 10 minutes.
- Business profile
Company name, address, service area (zip codes or radius from your shop), and the industry template that fits you best — HVAC, plumbing, electrical, roofing, etc. The template pre-loads the right intake questions for your trade.
- Hours & after-hours behavior
Tell Voxilo when you're open, when you're on call, and what should happen outside those windows. Voxilo can answer 24/7 and book emergency calls, or it can take a message and notify you for next-day follow-up — your choice.
- Services & pricing
The work you do and roughly what it costs. Voxilo uses this to qualify leads ("we don't service that area," "starts around $X for that kind of job") so callers don't waste their time or yours.
- Voice & personality
Pick from five built-in personas — friendly-pro, warm-residential, direct-commercial, and two more. Listen to a sample. If none fit, you can fine-tune the warmth and pace in Settings.
- Booking & calendar
Connect the calendar you book into — Google Calendar, Cal.com, or Jobber today. Voxilo will only offer slots that are actually open.
- Notifications
Where the briefings go. Most owners pick email + SMS. The briefing arrives 30 seconds after the call ends.
- Compliance & consent
Confirm the legal notices Voxilo will read at the start of every call (AI disclosure, recording disclosure where required, TCPA opt-in language). You can preview the exact wording and tweak it within legal bounds.
- Billing
Choose a plan. The platform fee is monthly; per-minute voice usage bills on top. No setup fee.
- Activation
The system runs an automated readiness check — does your account have everything it needs to safely go live? Once green, you'll get a forwarding number and a one-line instruction to forward your business line to it.
Step 3 — Place a test call
Before you forward your real business line, place a test call from your cell phone to the temporary number Voxilo gives you in the activation screen.
You'll hear:
- A natural greeting in the voice you picked
- The AI disclosure ("This call is being handled by an AI assistant")
- The recording disclosure if you're in a state that requires two-party consent
- An intake conversation that mirrors what a callback would sound like
After you hang up, check your email. Your first Owner Briefing should land within a minute.
Does it sound like your business? Does it ask the right questions? If something feels off — wrong tone, wrong service area, missing question — open Settings and adjust. Test again. You can iterate as many times as you want before forwarding your real line.
Step 4 — Forward your business line
When the test call feels right, forward your real business number to the Voxilo forwarding number. You can do this two ways:
Always forward — every call goes to Voxilo. Best if you want zero missed calls and like the AI handling first contact on everything.
Conditional forward (recommended for most) — calls forward only when your line is busy, doesn't answer in 4 rings, or it's outside business hours. Your team still picks up live during the day; Voxilo catches the rest.
The setup steps depend on your carrier (Verizon, AT&T, Spectrum, Comcast Business, etc.). Forwarding setup by carrier →
Step 5 — Watch the first real calls come in
Voxilo will now answer your business calls. Every call you receive shows up in your dashboard with the transcript, a recording, the consent record, and the lead data Voxilo extracted. The first Owner Briefing arrives in your inbox the first time a real caller goes through.
We recommend treating week 1 as a tuning week. Listen to the first 10–20 calls, flag anything that didn't sound right, and adjust your settings. The system learns from your feedback — by week 2 most owners are hands-off.
What's next
- Customize your voice persona
- Connect your calendar
- Set business hours and emergency routing
- Browse the feature library for everything Voxilo can do