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Getting started

Quickstart: live in an hour.

What you need before you sign up, what we'll walk through together, and what happens after the demo call.

Before you start

You'll need three things on hand:

  • Admin access to your phone system (or a number you're willing to forward calls from).
  • A login to your CRM, PMS, or DMS — whichever holds your customer records.
  • A rough script for how your team currently handles the most common inbound call (greeting, key questions, booking flow).

That's it. No engineering, no API keys, no DevOps. We do the connection ourselves on the setup call.

The first hour

1. Pick a persona template (5 minutes)

From the dashboard, pick the industry template closest to your business. We have HVAC, Plumbing, Electrical, Dental, GP/Family Medicine, Restaurant, Auto Service, Law Firm, and Accounting out of the box. You can change everything later.

2. Tune voice + opening line (15 minutes)

Listen to three voice samples and pick the one closest to your team's energy. Write your opening line — eight words or fewer (see Build your first persona for the rules).

3. Connect your records system (20 minutes)

OAuth into your PMS/DMS/CRM. We support 50+ systems out of the box; if yours isn't on the list, drop us a note and we'll build it (typically 1–2 weeks).

4. Test call (10 minutes)

Call your test number from your own phone. Try the three most common things your real customers call about. If anything sounds off, fix it inline — most edits are one or two sentences.

5. Go live (10 minutes)

Either point a number at IzzyOps, or set up call forwarding. We'll walk through carrier setup with you.

Tip. Most customers go live in less than an hour. The ones who don't are usually waiting on their phone carrier to make a forwarding change. Start the carrier ticket on day one.

What happens after

You'll get a daily call summary by email for the first two weeks — every call, the AI's intent classification, whether it was handled or escalated, and the outcome. Use these to catch any rough edges early.

After two weeks you switch to a weekly digest by default. You can change that anytime.