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 Configure Services Your Business Offers
Train Sloane on the types of services your business offers
How to Configure 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: Configuring Your Business FAQs
Best practices for creating effective FAQ responses
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
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
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.
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
SMS and Email 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
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
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