Setting up your agent
Sign up at dialup.lv, then choose New Agent from the home screen. Only your business name is required, but the optional fields are what separate an agent that answers from one that takes a message.
Creating the agent
Business profile
Business name is how the agent introduces itself, so use the name customers know you by rather than the registered legal entity. Then your address, website, service area, and the public phone and email you're happy for it to hand out.
Additional notes makes the most difference and is the easiest to overlook. Everything customers ask you over and over goes there. Full guidance in your business information.
Working hours
Tick the days you're open and set the times. Unticked days are closed, and the agent will say so. Holidays and one-off changes are handled separately, afterwards.
Services
What you offer, with a duration and a price. You can skip this and add them later.
Personality and language
Pick a tone, a primary language for the agent to open the call in, and any additional languages it may switch to.
Review
The last step shows what Dialup has drafted. The agent takes your business name as its own, plus a short description and a Context field holding your tone and language. Only Context is editable here, under Show advanced prompt; the name and description can be changed later in the agent's Settings tab. Press Create Agent.
Your tone and language choices become the first two lines of the agent's Context field. There's no separate tone or language setting afterwards; you change them by editing that text. See tone, language and Context.
Requesting a plan
A new agent has no subscription, so it can't take calls and has no number yet. Open the agent, go to Settings, and pick a plan.
| Capability | After Hours | After Hours Plus | Dialup Desk |
|---|---|---|---|
| Answers missed and after-hours calls | |||
| Caller name, number and reason for calling | |||
| Answers questions about your business | |||
| Call summary and transcript | |||
| Call recordings | |||
| Email and SMS notifications | |||
| One phone number included | |||
| Callback requests when a caller wants a human | |||
| Contacts list, with each caller's history | |||
| Appointment calendar | |||
| A contact's appointments | |||
| Takes bookings on the call | |||
| Reschedules and cancels on the call |
Plans differ in included minutes as well as features.See current prices
This is a request, not a checkout. It comes to us for review, and we activate the subscription and assign your phone number by hand. While you wait you can carry on editing the agent, or cancel the request if you picked the wrong plan.
Which plan to choose: plans and subscriptions.
Once approved you get an email, and a phone number appears in the agent's Settings tab.