Most businesses go from sign-up to a working assistant in one sitting. The Overview page shows a setup checklist and ticks each step off as you finish it.
1. Choose an assistant
Open Brain Marketplace and pick the assistant built for your industry, then choose Create assistant. Assistants marked In development haven't passed their tests yet, so they can't be created.
2. Add your business details and knowledge
On the assistant's page, fill in the Business details: the fields marked are required. Then add anything else callers ask about to the Knowledge Base*: FAQs, a page from your website or a text document. See Business details and Teaching your assistant.
3. Publish and test
Choose Publish assistant. If online billing is on, you'll need a plan first (step 4). Once it's published, use Run tests and Try it on the same page to check how it answers. See Testing.
4. Choose a plan and get a number
In Subscription, choose a plan. Then, in Phone Numbers, buy a US or Canadian number and connect it to the assistant. See Getting a number.
5. Watch it work
Call your number. Calls and their transcripts appear in Calls & Messages, and everyone who called, texted or messaged you on WhatsApp appears in Conversations. Turn messages that need follow-up into Tasks.
Good to know
- Confirm your email address: it's the first item on the checklist.
- You can come back to any step later. Changing the assistant's details or knowledge shows Unpublished changes until you publish again.