Setting Up Your First Agent

Step 1: Call Allison

Call the Allison Voice number. Describe your business — what you do, who your customers are, how you currently handle phone calls, and what you'd like the AI agent to do. This discovery call takes about 15 minutes.

Allison captures your requirements and generates an agent configuration automatically — knowledge base entries, FAQs, intents, policies, and suggested escalation rules.

Step 2: Sign Up

After your discovery call, you'll receive an email with a signup link. Click it to create your account. Your business name, type, and timezone are pre-filled from the discovery call.

Step 3: Choose a Plan and Pay

Select your plan (Starter, Professional, or Business) and billing cycle (monthly or annual). Enter your payment card. Your subscription starts immediately.

Step 4: Get a Phone Number

Either purchase a new phone number through the dashboard or bring your own existing number (BYOT). Each number maps to a location.

Step 5: Review Your Knowledge Base

Your dashboard is pre-populated with knowledge from the discovery call. Review:

• Quick Facts — business hours, address, services, policies. Correct anything that's wrong.
• FAQs — common questions and answers. Add any that are missing.
• Intents — the types of calls you receive. Enable or disable as needed.
• Policies — business rules your agent should follow. Review for accuracy.

Most agents are 80% configured from the discovery call. You're adding the last 20%.

Step 6: Connect Integrations

If you use Google Calendar, HubSpot, Calendly, or Zapier, connect them from the Integrations page. OAuth integrations take one click.

Step 7: Set Business Hours

Configure your schedules — business hours, holidays, after-hours behavior. Each location can have its own schedule.

Step 8: Add Team Members

Add your team members who might receive transferred calls. Set their name, title, department, tags, and phone number. Configure transfer hours — when the agent can route calls to each person.

Step 9: Test

Call your Allison phone number and test as if you were a customer. Try scheduling an appointment, asking about your hours, requesting a transfer. Check the dashboard for call summaries and quality scores.

Step 10: Go Live

Your agent is ready. Forward your business phone to your Allison number, or give out the new number directly. Allison starts answering calls immediately.

Ongoing Configuration

After your agent is live, you don't need to open the dashboard every time something changes. Ask Allison directly — "add a new FAQ about gift cards" or "change our Saturday hours" — through the dashboard chat or by calling Allison. She confirms the change before making it. For a full list of what you can configure conversationally, see Configuring Your Agent Through Conversation.