Add a Client

Create the client

From Clients (/dashboard/clients), click Add Client. Fill in:

• Client / Business Name
• Industry Sector — a dropdown grouped into “Featured industries” (the verticals with real depth of content) and “More industries”
• Contact Email (optional) — if set, sends an invitation to the client portal immediately; if that email already has an account, the client is still created without error
• Timezone — defaults to Europe/Berlin; must be an IANA Area/Location zone such as Europe/London (a fixed offset or unknown name is rejected)
• Starting template (optional) — shown for Dental (Dentist) and Home Services (Plumber or HVAC). Picking one pre-fills typical services, weekly opening hours, the assistant’s tone and instructions, and lists questions callers usually ask. Everything it fills in is editable before you create the client, and choosing another template never overwrites a field you have already edited. Services start with the price “Price on request” until you set real prices; the caller questions are prompts only, never saved as answers.

If you used a template, its services, hours and assistant guidance are saved to the client’s configuration when you click Create Client.

Work through the go-live checklist

The client’s overview page opens with a Go-live checklist: business hours, services, a business phone number, a booking link or calendar, and an owner contact. Each item is worked out from what is already set on the client, and each open item links to the screen where you set it. Hours, services and booking only count once the configuration has been saved.

Set hours, services, booking and contact details

All of it lives on the client’s Configuration tab (/dashboard/clients/<id>/operational-config):

• Timezone & opening hours — per day, open or closed, with one or more time ranges
• Services and prices — a name and a free-text price for each; this is what the agent quotes when a caller asks about pricing
• Booking — Cal.com or Dentally, or none
• Phone number and links — the inbound number, the booking link sent to callers, the owner’s WhatsApp and the review link

With your own Twilio account connected, a business phone number can also be bought or attached from the client’s Voice tab.

Invite them to their own portal (optional, any time)

From the client detail page, click Invite to client portal to send a scoped login link — see Invite a client to their portal for what they see once they accept.