AI Call Answering Documentation & Setup Guide
From setup to advanced features, we'll walk you through it all. No PhD required.
Getting Started
Everything you need to know to get started with Sloane
Quick Setup Guide for Getting Started
A brief guide to getting Sloane up and running in under 5 minutes
Guide to Onboarding Your Business
A brief guide to onboarding your business with Sloane in under 3 minutes
Verifying Your Business Profile Info
How to verify your business name, hours and other baseline details
Adding Additional Training Data
How to add additional data in your Dashboard to train Sloane on your business
Placing Your First Call: What to Listen For
Verify Sloane sounds appropriate for your business and answers questions accurately
Call Forwarding
How to setup call forwarding to Sloane
What is Call Forwarding?
What does 'Call Forwarding' refer to and why businesses use it
Forward Your Existing Number to Sloane
A quick guide to call forwarding including different methods of call forwarding order to see what's the best fit for your business needs
How to Set Up Call Forwarding
Shortcut to activating call forwarding
Call Forwarding: Carrier-Specific Guides
Setup instructions for specific carriers
Business Profile
How to update basic details about your business
How to Change Your Business Name
Change the name of your business in your Sloane Dashboard
How to Customize Your Business Hours
Train Sloane on when your business is open and when its closed
How to Update the Services Your Business Offers
Train Sloane on the types of services your business offers
How to Update the Products Your Business Offers
Train Sloane on the types of products your business sells
How to Configure FAQs About Your Business
Train Sloane on frequently asked questions about your business, services offered or products it sells
Pro Tips: Optimizing Your Business FAQs
Best practices for creating effective FAQ responses
Sloane Greeting
How to customize the way Sloane greets your callers
Customize How Sloane Greets Your Callers
Customizing what Sloane says when she answers your calls
Require Sloane to Disclaim She's Not Human
Including an AI disclaimer in your greeting
Transferring Calls
How to configure Sloane to transfer live calls to you
Turn On Transfer Calls Feature
How to enable the Transfer Calls feature so Sloane can transfer live calls to you
Specify Your Availability for Call Transfers
How to configure the Transfer Calls feature so Sloane knows when to transfer calls to you
Booking Links
How to enable Sloane to send your callers booking links
What is a Booking Link?
Automate appointment scheduling for your business and let Sloane send booking links to callers
Connect Your Calendar to Booking Links
Sync your calendar with the Booking Links feature and allow automated appointment scheduling when Sloane sends callers booking links
Enable Sloane to Send Callers Booking Links
Let Sloane send links to callers so they can schedule appointments using your company's Booking Page
Configure Scheduling Rules for Booking Links
Customize what scheduling options are offered in your Booking Page
Create Booking Slots For Your Booking Page
Create booking slots and offer your callers different types of appointments by name, price, duration, etc.
Questionnaire Mode
How to configure Sloane to collect detailed information from callers through natural conversation
What is Questionnaire Mode?
Task Sloane with asking a series of conversations through natural conversation and collect the right information from callers
How to Build a Questionnaire
Build a list of questions for Sloane to ask and collect valuable answer data from your callers
How to Configure Questionnaire Triggers
Customize which caller keywords Sloane should listen for to trigger a questionnaire or instruct Sloane to begin a questionnaire by default at the beginning of every call
How to Create Questions
When adding each question to your questionnaire, it's important to understand different ways you can configure your question in order to train Sloane what to listen for
What is the Purpose of a Question Label?
Improve readability of caller responses by creating Question Labels in a Questionnaire
Configuring an Expected Answer Format for a Question
Learn why it's important to configure an expected answer format for each question when you build a Questionnaire
How to Configure Conditional Questions
Learn how to create conditional questions in Questionnaire Mode so your AI receptionist can ask different follow-up questions based on a caller's response
How to View Responses to a Questionnaire
There are various ways to view caller responses to a questionnaire
Info Texts
How to train Sloane to send informational texts to callers
What are Info Texts and How Do I Use Them?
Task Sloane with sending informational texts to callers through natural conversation using caller keyword triggers
How to Create an Info Text
Create an informational text and train Sloane when to send it to callers
Form Links
Collect valuable customer data by having Sloane send forms to your callers
What are Form Links and How Do I Use Them?
Task Sloane with sending forms to callers through natural conversation using caller keyword triggers
How to Create a Form Link
Create a form and train Sloane when to send it to callers
How to View Responses to Form Link
View responses to the forms that you send in the Responses Tab
How to Receive a Notification When a Form is Completed
Get a notification when a caller completes a form
Voice Settings
Customize Sloane from 480 available voice permutations by choosing from 10 different languages, 8 different voice styles and 6 different voice tones
Which Voice is Right for My Business?
Make sure Sloane's voice sounds representative of your business and brand
How to Change the Style of Sloane's Voice
Choose the voice style that best represents your business personality and brand
How to Change the Tone of Sloane's Voice
Adjust how Sloane's tone sounds to callers - this affects the emotional delivery of responses
How to Change the Language that Sloane Speaks
Select the primary language for Sloane to use when speaking with callers
How to Change the Name of My AI Receptionist
Change the name of your AI receptionist to something more suitable for your business
Notifications
How to configure your notification preferences
How to Turn On Email Notifications
One or more team members can receive emails for different notification events
How to Turn Off Email Notifications
Disable all email notifications for one more more team members
How to Turn On Text Notifications
One or more team members can receive texts for different notification events
How to Turn Off Text Notifications
Disable all SMS notifications for one more more team members
Manage Types of Notifications You Receive
Configure which notifications are sent to you
User Profile
How to update your account settings in your user profile
How to Change Your Login Password
Update or create a new login password in your user profile
How to Change Your Email
Update your email address in your user profile
How to Close Your Account
Close your Sloane account permanently in your user profile
How to Delete Your Recording Data
Remove all your call recordings and data in your user profile
Billing
How to update your billing and payment information
How to Update Your Card on File
Change your payment method in your billing profile
Billing Periods for Monthly & Annual Plans
Understanding your billing cycle
How to Upgrade or Downgrade Your Plan
Change your subscription plan in your billing profile
How to Cancel Your Plan
Cancel your Sloane subscription in your billing profile
Subscriptions
Learn about Sloane's different subscription plans
Is the Free-Forever-Plan really free?
Everything you need to know about Sloane's Free-Forever-Plan
Different Subscription Plans Offered
See which Sloane subscription plan fits your business needs best
An Explanation of What Overage Minutes Are
Understanding overage charges
Optimize Sloane
How to optimize Sloane to fit your business needs
Optimizing Sloane: Best Practices
Pro tips and trusted strategies to make the most out of your custom AI
Integrating Software With Sloane's API
Developer guide for integrating with Sloane AI API
Configure Message Taking from Callers
Configure how Sloane takes messages from callers and what questions she should ask
Troubleshooting
Solutions to common issues and FAQs
Solutions to the Common Problems
Quick fixes for the most common problems
How to Troubleshoot Call Quality Issues
Troubleshoot audio quality and connection problems
Billing & Subscriptions: Common Questions
Understand your bill and manage subscriptions
How to Contact an Actual Human
Get help from a real human who works on our support team - and yes, you can actually speak with a real person
Carrier Setup
Call forwarding instructions for each carrier
AT&T Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for AT&T Users
Verizon Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Verizon Users
T-Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for T-Mobile Users
Boost Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Boost Mobile Users
Mint Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Mint Mobile Users
Cricket Wireless Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Cricket Wireless Users
Consumer Cellular Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Consumer Cellular Users
Sprint Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Spring Users
Vonage Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Vonage Users
Xfinity Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Xfinity Mobile Users
US Cellular Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for US Cellular Users
OpenPhone Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for OpenPhone Users
RingCentral Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for RingCentral Users
Google Voice Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Google Voice Users
Google Voice Business Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Google Voice Business Users
Grasshopper Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Grasshopper Users
Dialpad Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Dialpad Users
Vonage Business Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Vonage Business Users
Zoom Phone Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Zoom Phone Users
FreedomVoice Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for FreedomVoice Users
Call Forwarding Instructions for Landlines
How to Forward Incoming Calls to Sloane for Landlines
Metro by T-Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Metro by T-Mobile Users
Google Fi Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Google Fi Users
Google Fi Business Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Google Fi Business Users
Straight Talk Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Straight Talk Users
Tracfone Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Tracfone Users
Visible Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Visible Users
Spectrum Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Spectrum Mobile Users
Magicjack Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Magicjack Users
MagicJack Business Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for MagicJack Business Users
Ooma Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Ooma Users
Ooma Office Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Ooma Office Users
Nextiva Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Nextiva Users
8x8 Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for 8x8 Users
Frontier Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Frontier Users
Net10 Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Net10 Users
Page Plus Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Page Plus Users
Ting Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Ting Users
Republic Wireless Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Republic Wireless Users
Simple Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Simple Mobile Users
Boost Infinite Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Boost Infinite Users
Red Pocket Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Red Pocket Users
H2O Wireless Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for H2O Wireless Users
US Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for US Mobile Users
Google Fiber Phone Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Google Fiber Phone Users
Line2 Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Line2 Users
TextNow Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for TextNow Users
FreedomPop Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for FreedomPop Users
Project Genesis Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Project Genesis Users
Consumer Cellular Business Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Consumer Cellular Business Users
Puretalk Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Puretalk Users
Gen Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Gen Mobile Users
Twigby Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Twigby Users
Intermedia Unite Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Intermedia Unite Users
Aircall Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Aircall Users
Phone.com Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Phone.com Users
Ooma AirDial Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Ooma AirDial Users
3CX Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for 3CX Users
Cisco Webex Calling Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Cisco Webex Calling Users
Mitel Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Mitel Users
Avaya Cloud Office Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Avaya Cloud Office Users
Ultra Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Ultra Mobile Users
Helium Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Helium Mobile Users
Lycamobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Lycamobile Users
AirVoice Wireless Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for AirVoice Wireless Users
Wing Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Wing Users
EarthLink Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for EarthLink Mobile Users
Hello Mobile Call Forwarding Instructions
How to Forward Incoming Calls to Sloane for Hello Mobile Users