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By the end of this guide, Arlo, your AI receptionist, will be answering the calls your team can’t get to, and you’ll have watched it handle a test call. Before you start, have these handy:
  • Your business website, or your Google Business Profile
  • A payment card for your 14-day free trial
  • Your Jobber login, or your Google or Outlook calendar, if you want Arlo to book appointments
  • A second phone (like your cell) for the test call
1

Create your account

  1. Go to app.audalis.co.
  2. Click Continue with Google, Continue with Microsoft, or Continue with Apple. Or enter your email, click Continue, and type the confirmation code we email you.
  3. Enter your full name and click Continue.
  4. Choose For myself if you answer calls alone, or For my business if a team does. Then click Continue with a solo plan or Continue with a team plan.
  5. Search for your business on Google and select it, or click Use website and enter your website address. Audalis uses this to fill in your business details and the services Arlo can help callers with.
Can’t find your business? Click Manual setup and type in your details. You can change everything later.
2

Choose your business number

Audalis suggests a local number near your business.
  1. Click Continue to use the suggested number, or click Pick a different number to search by city or area code. Choose Toll free to search toll-free numbers instead.
  2. Want to keep the number your customers already call? Click Already have a number?, then Port later. You’ll start the transfer once you’re in (see Go live below).
Your Audalis number works right away. Moving an existing number usually takes 7–10 business days, so use your new number while you wait.
3

Start your free trial

  1. Choose Monthly or Yearly billing.
  2. Pick the plan that fits how many people will use Audalis. Compare them on our pricing page.
  3. Click Start free trial and add your card.
You won’t be charged until your 14-day trial ends. Cancel before then and you won’t be billed.When you see Your workspace is ready, click Open Audalis.
4

Teach Arlo about your business

Arlo answers callers using what you tell it here. A few minutes of setup makes a big difference.
  1. In the sidebar, click Arlo. You’ll land on the Configuration tab.
  2. Check 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.
5

Set your hours and when Arlo answers

  1. Open the Get started checklist and click Review your business hours, or go to app.audalis.co/settings/operating-hours. Set the hours your team is available, and check your time zone.
  2. In the sidebar, click Arlo, then open the Settings tab.
  3. 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.
  4. Click Publish.
New workspaces have Use Arlo when no one answers turned on, so missed calls go to Arlo instead of voicemail.
6

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, 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.
Jobber isn’t required, but it gives Arlo the most to work with.
7

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 4, add the missing service or upload a document, click Publish, and call again.
8

Get the mobile app and invite your team

Mobile app: download Audalis from the App Store or Google Play and sign in with the same account. Allow notifications so you hear about new calls and messages right away.Your team:
  1. Go to Settings > Members.
  2. Click Invite Members, enter their email addresses, and choose a role for each.
  3. Click Send Invites.
Each plan includes a set number of seats. If you run out, upgrade from Settings > Plan & Billing.

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Go live

Arlo only answers calls made to your Audalis number. To start getting real calls:
  • Using a new number? Update it on your Google Business Profile, website, vans, and invoices.
  • Keeping your existing number? Go to Settings > Inboxes, click Add phone number, and choose Port a Phone Number. You’ll need your current carrier’s account number and PIN.
  • Want to text customers? Business texting needs a one-time carrier registration. Open the Get started checklist and click Register with carriers. You can track its status in Settings > Inboxes.

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Next steps

Plans and pricing

Compare plans, seats, and Arlo minutes.

Get help

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