Getting started
Four steps from signing up to the first call your assistant answers.
Get going
FlowCaptain is the phone AI for managing your appointments. Your assistant answers calls for your business, names free times, books, moves and cancels appointments right in your Google Calendar, and answers questions about your business. When it can't help, it puts the caller through to you or takes a callback request.
Four steps stand between you and the first real call your assistant answers. Do them in order, ideally on a computer.
- Create account and workspace: sign up and create the workspace for your business.
- Set up your assistant: the setup wizard asks about your business and creates your assistant, calendar and services.
- Connect Google Calendar: share your Google Calendar so the assistant sees free times and adds appointments.
- Phone number and forwarding: get a number for your assistant and forward your existing business number to it.
What you need
- A Google account with the Google Calendar your appointments should go into
- Access to your phone provider's settings, to set up call forwarding
- For a German number: a registration document for your business
After that
Everything you'll want to look up later follows the layout of the dashboard:
- Workspace: business, services, knowledge base, phone numbers, Live and Analytics
- Assistant: how your assistant speaks, books, transfers and is tested
- Calendar: schedule, services and notifications per calendar
- Account & administration: workspace settings, members and your account
- FAQ
Working with your own voice-bot platform? Then instead of steps 3 and 4 you need the For developers section.