Quickstart checklist

The shortest path from a new account to an AI receptionist answering a real call. Allow about 30 minutes.

Before you start

What you need

You need a SIMCOAI account, a business phone number you can forward or replace, and your opening hours to hand.

Sign up and complete checkout. The 7-day trial starts once checkout completes — your card is collected but not charged during the trial.

Your trading name, opening hours, the services you offer and where calls should go when a person is needed.

Either buy a number inside SIMCOAI or forward your existing number to one.

Steps

Do these in sequence. Each one is checked by the readiness panel in the dashboard.

Add your business informationTrading name, opening hours, services and the questions customers ask most. The AI answers from this, not from guesses.
Choose a voicePick a voice and listen to the preview. You can enable random voice selection if you would rather vary it.
Set your escalation rulesDecide which topics always go to a person. Complaints, safety, medical, legal and payment-card topics are escalated by default.
Add a transfer numberWhere should SIMCOAI send a caller who needs a human? Add at least one number.
Run a test callUse the live test call in the dashboard. It runs a real AI turn against your live settings without using call credits.
Buy or connect a numberBuy a number in SIMCOAI, or forward your existing business number to the one SIMCOAI gives you.
Make a real callRing the number yourself. Check the transcript, the call quality panel and the workflow record afterwards.

Then what

Watch the first day of calls in the live monitor and adjust. Most tuning is opening hours, service names and escalation triggers.

Every call is logged with a transcript. Look for questions the AI could not answer and add them to your knowledge.

Confirm the right things reached a person, and add triggers for anything that should have.

The usage panel shows call minutes and AI usage against your plan so there are no surprises.