Docs and tutorials
Every step, in plain language
Short guides with numbered steps and a note on what you should see after each one. You do not need to be technical to follow them.
19 guides
Get started
Quick start: live in about 15 minutes
Go from signing up to a receptionist that answers your forwarded calls. Nine short steps, in the same order as the setup wizard.
15 minNo technical skills neededOpen
Try the demo with your own price list
Upload a PDF or paste some text, then chat or talk with the receptionist it becomes. No account needed.
5 minNo technical skills neededOpen
Read your call summaries and leads
What is in the text you get after each call, where to find the full record, and how to follow up in the right order.
6 minNo technical skills neededOpen
Connect your phone
Forward calls from a Telus or Koodo mobile
Set your Telus or Koodo cell to pass calls to your receptionist when you are busy, do not answer, or are out of range.
5 minNo technical skills neededOpen
Forward calls from a Bell, Rogers, or Fido mobile
Set your Bell, Rogers, Fido, or Virgin cell to pass calls to your receptionist, and set how long it rings first.
5 minNo technical skills neededOpen
Forward calls from a landline (Telus, Bell, or Eastlink)
Landlines use different codes from cell phones, and busy or no-answer forwarding is often an add-on. Here is how to set it and what to ask your provider.
10 minNo technical skills neededOpen
Forward calls from an office phone system (VoIP)
If your phones run through an online system such as Telus Business Connect, RingCentral, Ooma, 8x8, or Zoom Phone, forwarding is a setting in its admin portal.
10 minBasic computer skillsOpen
Test your call forwarding
Three short test calls that prove your forwarding works when you do not answer, when you are busy, and when your phone is off.
5 minNo technical skills neededOpen
Turn call forwarding off
How to send calls back to your own phone, for a day or for good. Do this before you cancel your plan.
3 minNo technical skills neededOpen
Website chat
Add chat to a WordPress site
Paste one line into your site's footer using a header and footer code plugin. No theme files to edit.
8 minBasic computer skillsOpen
Add chat to a Wix site
Add the chat code through the Custom Code setting in your Wix dashboard.
8 minBasic computer skillsOpen
Add chat to a Squarespace site
Add the chat code through Code Injection in your Squarespace settings.
6 minBasic computer skillsOpen
Add chat to a Shopify store
Add the chat code to your theme so it appears on every page of your store. This one edits a theme file, so take it slowly.
10 minComfortable with website settingsOpen
Add chat with a link, with no website editing
Every account has a hosted chat page. Share the link anywhere you can paste a web address.
4 minNo technical skills neededOpen
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Hear it answer your business
Upload your price list to the demo and talk to it in under a minute, or set up Ringhero in about 15 minutes and call your own number.