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Short, step-by-step guides for setting up and running your Frontivo.io AI receptionist.
New here? Read the Demo & User GuideOne page that walks through setup, your AI receptionist, human handoff, channels, billing, analytics and troubleshooting.
Getting started
- Get started with your free trialHow the Frontivo.io free trial works: what's included, your trial allowance, confirming your email, and the quick setup steps to get your AI answering.
- Add the chat widget to your websiteAdd Frontivo.io's chat and voice widget to your website in minutes, with steps for WordPress, Wix, Squarespace, Shopify, Webflow, GoDaddy, Framer and more.
- Test your AI with the Channel TesterUse the Channel Tester to chat with your AI receptionist like a customer on each channel you've connected, and make a voice test call in your browser.
- Use one account per locationHow to run Frontivo.io for more than one location or website today: one account per location, sharing a widget across sites, and a second-location checklist.
Channels
- Get your phone number and forward callsGet a Frontivo.io number (in seconds in the US and Canada, after a documents check in most other countries), connect texts and forward your existing line.
- Call forwarding codes for every phoneKeep your business number and send its calls to your AI receptionist: the exact code to dial for your phone company, how to test it and how to turn it off.
- Phone numbers by country: what works whereWhich countries get a Frontivo.io number, which support calls, texts and WhatsApp, where you can move your own number in, and what works everywhere.
- Set up WhatsApp for your AI receptionistTurn on WhatsApp in a few minutes, on a Frontivo.io number or the number customers already know, and your AI answers WhatsApp messages 24/7 in your Inbox.
- Connect Instagram and Facebook MessengerConnect your Facebook Page and Instagram professional account in about 5 minutes, and your AI answers Instagram DMs and Messenger chats 24/7 in your Inbox.
- Set up email: let your AI answer your emailsForward your business email to your AI in about 5 minutes. The Email page finds the steps for your email service, opens its settings and tests it for you.
Your AI receptionist
- Live call transfer to your teamHow your AI receptionist puts a caller through to you or your team when they ask for a person: 2-minute setup, after hours, several people, missed calls.
- Call recordings and transcriptsEvery call is saved as a transcript. Turn on call recording to keep the audio for 90 days: setup, the caller notice, playback, download and deleting.
- Train your AI with your knowledge baseTeach your Frontivo.io AI receptionist your FAQs, prices and policies: add entries, paste many answers at once, import a web page, or upload a file.
- Your two receptionist voices: female and maleEvery plan includes two receptionist voices, female and male. Name them, pick one for phone calls, and set each one's photo and greeting.
- Calls your AI makes: call-backs and new leadsYour AI can call back missed callers and call website leads who said yes to a quick call. How to turn it on, who it calls, voicemail, cost and fixes.
- Appointments, Google and Outlook CalendarYour Frontivo.io AI books, moves and cancels appointments in real open times, avoids double bookings, handles time zones and syncs Google or Outlook Calendar.
- Answer order questions (Shopify, WooCommerce)Let your Frontivo.io AI answer "Where's my order?" with read-only Shopify or WooCommerce access: order status, shipping and tracking, safely checked.
- Sync leads to HubSpot, Pipedrive or HighLevelSend leads, bookings and handoffs to HubSpot, Pipedrive or GoHighLevel: create the key, connect, match fields, choose when to sync and fix problems.
- Connect Zapier, Make or n8nSend new leads, bookings, calls and handoffs from Frontivo.io to Zapier, Make or n8n with signed webhooks, then on to Google Sheets, Slack, Jobber and more.
- Frontivo.io API and API keysCreate a Frontivo.io API key and use the REST API to read leads and bookings, add leads and subscribe to events: endpoints, examples, limits and signatures.
- Google Sheets, Mailchimp and KlaviyoAdd every new lead and booking to a Google Sheet on any plan, and send new leads with an email address to your Mailchimp audience or Klaviyo list.
- Share booking, payment and review linksLet your AI share your own booking page (Calendly, Fresha, Square, OpenTable and more), a secure payment link and your review link. Works on every plan.
- Connect ZenMaid to your AI receptionistLet your AI receptionist send your ZenMaid booking form, so cleaning customers book straight into ZenMaid. Works on every plan and takes about 5 minutes.
- Use Principle Dental with your AI receptionistLet your AI receptionist share your Principle online booking link, so patients request appointments in Principle. Works on every plan, about 5 minutes.
Inbox and team
- Email alerts for leads, bookings, missed callsChoose which emails Frontivo.io sends you: new leads, new bookings, bookings a customer moved or cancelled, missed calls, and customers who need a person.
- Get team alerts in Slack, Teams and moreGet an instant message in Slack, Microsoft Teams, Google Chat, Discord or Telegram when a new lead comes in, a booking changes or a customer needs a person.
- Use the inbox, take over and AI summariesSee every conversation in the Frontivo.io inbox, get told when a customer asks for a person, then take over, assign and hand back to the AI.
- Add team members, choose roles and permissionsInvite your team to Frontivo.io and pick the right role: owner, co-owner, admin or team member. Customize what each person can do or transfer ownership.
Billing and account
- Plans, billing, invoices and extra usageFrontivo.io plans and prices, what's included, how extra usage is billed, the pause-at-allowance option, invoices, autopay and failed payments.
- Cancel your plan or get a refundHow to cancel your Frontivo.io subscription, what happens after you cancel, and how to use the 14-day money-back guarantee on your first payment.
- Data privacy and deleting your accountWhat Frontivo.io stores (transcripts, and call recordings only if you turn them on), who owns your customers' conversations, and how to delete your account.
Can't find what you need?
Email support@frontivo.io and we'll help. Customers can also send a request from Support in the dashboard.
Your AI receptionist is ready
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Several locations, a team, or a custom setup? Talk to sales