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Arlo is an optional add-on to your Audalis phone system. When nobody on your team can pick up, Arlo answers, gathers the caller’s details, answers questions using your business information, and, with your tools connected, can book appointments or transfer the caller to a person. Your team can always answer calls themselves. Audalis drafts Arlo’s setup from your business details when you create your workspace, so this takes a few more minutes after the quick start.
Every plan starts with one-time Arlo minutes. After they run out, Arlo is billed per minute or through a monthly minute pack. See pricing.
1

Teach Arlo about your business

Arlo answers callers using what you tell it here.
  1. In the sidebar, click Arlo. You’ll land on the Configuration tab.
  2. Check Business Name (how Arlo says your business name) and Initial Message. The initial message is the first thing callers hear.
  3. Under Services Arlo Can Handle, check the services we imported from your website. Click Add Service for anything missing, such as “Water heater repair” or “Billing question”.
  4. Under Voice & Language, pick the voice callers will hear.
  5. Click Publish. Your changes don’t reach callers until you publish.
Want Arlo to answer detailed questions about pricing, service areas, or policies? Open the Knowledge Base tab and upload PDF or TXT files (up to 10 MB each).
Starting from scratch? In Configuration, use Generate from website to draft your initial message, services, and voice in one go.
2

Choose when Arlo answers

  1. In the sidebar, click Arlo, then open the Settings tab.
  2. Under Mode, choose when Arlo answers:
    • Human First (default): your team’s phones ring first. If no one answers, Arlo picks up.
    • After Hours Only: Arlo answers only outside your business hours.
    • Always On: Arlo answers every call.
  3. Click Publish.
New workspaces have Use Arlo when no one answers turned on, so missed calls go to Arlo instead of voicemail. Turn it off in the same tab if you’d rather send missed calls to voicemail.
3

Connect Jobber or your calendar

Connecting your tools lets Arlo book, reschedule, and cancel appointments, and keeps your customer records in sync.
  1. Go to Settings > Connections.
  2. Click Connect next to Jobber, Square, Google Calendar, or Outlook Calendar, and sign in when prompted.
  3. If you connected Jobber or Square, click Arlo scheduling providers to choose which one Arlo books into for each phone line.
None of these are required, but they give Arlo the most to work with.
4

Make a test call

  1. From a different phone, call your Audalis number.
  2. Let it ring. When no one picks up, Arlo answers.
  3. Ask what a real customer would, such as “Can someone come out Tuesday to fix a leak?”
  4. Hang up, then click Inbox in the sidebar. Your call appears with a summary of what was said.
Did Arlo give a wrong or vague answer? Go back to step 1, add the missing service or upload a document, click Publish, and call again.

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Next steps

Plans and pricing

Compare plans and Arlo minutes.

Get help

Stuck on a step? Email support@audalis.co.