Getting Started with FORAI

Welcome! This guide will walk you through setting up your AI receptionist from scratch. In just 5 minutes, you'll have a fully functional AI answering your business calls, booking appointments, and routing callers to the right person on your team.

🎯 What You Will Learn

How to create and configure your FORAI account from scratch
Choosing and provisioning your business phone number
Recording your core business information for the AI to reference
Selecting a voice, setting hours, and going live with your first call

⚠️ Prerequisites

A valid email address for account creation
Your business name, address, and hours of operation
Access to your current phone provider for call forwarding setup
A quiet environment if you plan to record a custom greeting

🚀 Step-by-Step Guide

Create your FORAI account

Visit FORAI.com and click 'Start Free Trial'. Enter your business email, create a password, and verify your account through the confirmation email. You'll be dropped into the onboarding wizard automatically.

Dashboard - Account Setup Wizard

Choose your phone number

You can keep your existing business number by setting up call forwarding, or provision a brand-new local or toll-free number directly from the dashboard. If porting, the process typically takes 3-5 business days.

Settings - Phone Number Configuration

Enter your business information

Fill out the Business Profile section: your company name, services offered, address, hours of operation, and any FAQs you want the AI to answer. The more detail you provide, the smarter your receptionist will sound.

Dashboard - Business Profile Editor

Select your AI voice and speaking style

Browse the voice library with 50+ natural-sounding options. Preview each voice with your actual greeting script. Adjust the speaking rate (slow, normal, fast) and chattiness level (1-10) to match your brand personality.

Settings - Voice Library Preview

Set your business hours and routing rules

Configure when your AI should answer (all hours, after-hours only, overflow only). Set up basic routing rules: which team member handles sales inquiries, who gets support calls, and what happens when no one is available.

Test your setup with a practice call

Use the built-in 'Test Call' feature to dial your AI number from the dashboard. Walk through a realistic caller scenario: ask about services, request an appointment, and try a transfer. Review the transcript and recording in real time.

Forward your main line and go live

Once you're satisfied with testing, activate call forwarding from your existing provider to your new FORAI number. Monitor the first few live calls from the dashboard and make adjustments as needed.

💡 Pro Tips

Start with the default settings and refine after reviewing your first 10-20 real calls. Over-configuring before you have data leads to wasted effort.

Enable SMS notifications so you get a text summary after every call. This lets you monitor quality without sitting at the dashboard.

Keep your business information concise but complete. The AI performs best when it has clear, structured data rather than long paragraphs.

Schedule a 'soft launch' by forwarding only after-hours calls first. This lets you build confidence before routing all traffic.

⚠️ Important Warning

Always test your configuration with the built-in simulator before deploying to live callers. Changes to voice settings, routing rules, and workflows take effect within 60 seconds. Monitor the first 5-10 live calls after any change and revert immediately if you notice issues.

⚙️ Troubleshooting