Getting started with your receptionist

Eight quick steps and Sophie will be ready to answer your calls. Most people are done in about 30 minutes. Tick each one off as you go.

1. 1Log in and turn on 2-step login

   Use the link in your welcome email to set a password. Then go to your profile (top right) and turn on two-step verification. It stops anyone else getting into your account.

   Video: Logging in and 2-step login (1 min), coming soon

2. 2Get the app on your phone

   Download the free LeadConnector app from the App Store or Google Play and log in with the same email and password. You'll get a notification for every call Sophie takes and every job she books.

   Video: Using the app on a job (2 min), coming soon

3. 3Connect your diary

   If you keep your bookings in Google Calendar or Outlook, connect it so Sophie only books you in when you're free. On the web, go to Settings, then Calendars, then Connections, and sign in with Google or Microsoft. Each person with their own diary does the same from their own login.

   Bookings kept in other software? Skip this one. We'll have sorted it with you already.

4. 4Fill in your setup form

   We've emailed you a short form: the areas you cover, your hours, the jobs you do and don't do, prices you're happy to share, who's who on your team, your booking and cancellation rules, and anything Sophie must never say. Your answers go straight into Sophie, so write them the way you'd say them to a customer.

   Can't find it? Search your email for "Set up your receptionist" or ask us to resend it.

   Video: What to put in the setup form (2 min), coming soon

5. 5Turn off voicemail on your mobile

   If your voicemail picks up first, Sophie never gets the call. Ask your network to switch voicemail off, or turn it off in your phone's call settings. Do this before your test call and we'll set up the forwarding to Sophie together.

6. 6Add a line to your privacy notice

   Sophie answers and records calls for you, so your privacy notice should say so. Something like:

   "Calls to us may be answered by an AI assistant on our behalf and recorded, so we can deal with your enquiry and keep a record of it."

   No privacy notice yet, or not sure where yours lives? Ask us and we'll point you in the right direction.

7. 7Tell your team

   Let anyone who answers your phones know that Sophie will pick up the calls they miss, what she'll book in, and who gets her call summaries. It saves anyone being surprised by a booking they didn't make.

8. 8Ring Sophie yourself

   Once we've gone live together on your test call, ring your own number from a different phone. Ask about a job, ask for a price, pretend it's an emergency. If anything sounds wrong, tell us and we'll fix it the same day.

   Video: Your dashboard and call summaries (2 min), coming soon