Voxilo Docs

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.

Before you start

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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. Booking & calendar

    Connect the calendar you book into — Google Calendar, Cal.com, or Jobber today. Voxilo will only offer slots that are actually open.

  6. Notifications

    Where the briefings go. Most owners pick email + SMS. The briefing arrives 30 seconds after the call ends.

  7. 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.

  8. Billing

    Choose a plan. The platform fee is monthly; per-minute voice usage bills on top. No setup fee.

  9. 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.

What to listen for

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.

Tuning week

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