Help Center

Find answers to common questions and get the support you need to make the most of your AI receptionist.

Help Articles

How to set up your AI receptionist

Configure your AI receptionist in a few steps. After signing up, go to your dashboard and open the AI agent settings.

Add your business name, a short summary of what you do, and your main phone agent prompt (how the AI should answer and what information to give). Include business hours, services, pricing, and common questions so the AI can answer accurately.

You can use a dedicated Greet number or forward your existing business number to Greet. Once your number is set and the agent is configured, the AI will answer incoming calls.

Setting up your first phone number

You can either get a new Greet phone number or use your existing business number with call forwarding.

New number: In the app, go to Phone Numbers and purchase or claim a number. Use this as your main business line and add it to your website, Google Business, and marketing.

Existing number: Set up call forwarding from your current carrier to your Greet number so callers still dial your familiar number but Greet answers. See the "Interactive Call Forwarding Setup" article in Phone Number & Call Forwarding for carrier-specific steps.

Customizing your FAQ responses

Your AI agent prompt is where you define how the AI answers. Include: business hours and time zone; location and address; list of services with brief descriptions; pricing or price ranges if you share them publicly; answers to common questions (insurance, cancellations, booking); and any policies (cancellation, refunds).

The more accurate and up-to-date this information is, the better the AI can serve callers. You can edit the prompt anytime from your dashboard.

What is Try and how does it work?

Try lets you create a temporary AI phone agent in under a minute using only your website address. No sign-up or credit card required.

Enter your business URL on the Try page; Greet scans your site and extracts business name, services, pricing, hours, FAQ, and contact info, then generates a phone agent configuration. You get a demo number to call and test how your business would sound.

What information does Greet pull from my website?

Greet looks for: business name and type; services with descriptions; pricing; business hours and location; FAQ or common questions; contact information; unique selling points; and policies (cancellation, refunds). Not all sites have every type of content—Greet uses whatever it finds to build the best possible agent.

Try demo vs. a full Greet account

Try is a short-lived demo (typically 30 minutes) so you can hear the AI and share with your team. It does not replace your real phone line.

When you're ready for full-time AI answering, sign up for a Greet account. You'll get a dedicated number or forward your existing number, full customization of your agent, call transcripts, SMS summaries, and calendar integration.

Interactive Call Forwarding Setup

How It Works

You can use Greet with your existing phone number by setting up call forwarding. This way, you keep your current number public while Greet handles all incoming calls behind the scenes. When someone calls your existing number, the call will be automatically forwarded to your Greet number where our AI will answer and handle the conversation.

Option 1: Forward to Greet

Keep your existing number public and forward all calls to your Greet number. Your customers call your familiar number, but Greet handles the conversation.

Option 2: Use Greet as Main

Use your Greet number as your main business number and share it publicly. Your existing number becomes a backup or personal number.

Choose Your Forwarding Preference
Select Your Carrier
Important Notes:
  • • Some carriers require you to contact customer service to set up forwarding
  • • Make sure to test the forwarding after setup
  • • Keep your Greet number active to receive forwarded calls
Complete Call Forwarding Guide

This section provides comprehensive instructions for setting up call forwarding with all major carriers to use your existing phone number with Greet.

Forwarding Types Explained

Immediate Forwarding: All calls go directly to Greet without ringing your phone first.

Forward When No Answer: Calls ring your phone first, then forward to Greet if you don't answer.

Carrier-Specific Instructions

Verizon: For immediate forwarding call *72, for no-answer forwarding call *90. Enter your Greet number and press #. To disable call *73 (immediate) or *91 (no-answer).

AT&T: For immediate forwarding call *21*, for no-answer forwarding call *61*. Enter your Greet number and press #. To disable call #21# (immediate) or #61# (no-answer).

T-Mobile, Cricket, Metro & Other Carriers: Most carriers require calling customer service at 611 to set up call forwarding. Ask to set up either immediate call forwarding or call forwarding when no answer, and provide your Greet phone number.

Setup Tips and Troubleshooting
  • Some carriers require you to contact customer service to set up forwarding
  • Make sure to test the forwarding after setup
  • Keep your Greet number active to receive forwarded calls
  • With no-answer forwarding, you can still answer calls on your phone before they forward to Greet

Understanding call transcripts

Every call is transcribed and the transcript is saved in your dashboard and sent to your email (if email notifications are enabled). Transcripts include what the caller said and how the AI responded.

Use them to spot trends, improve your agent prompt, train staff, and follow up on leads. You can search and filter call logs by date, duration, and outcome.

Call playback and recordings

Recordings and transcripts are available in your dashboard under Call Logs. Open a call to see the full transcript and listen to the recording if enabled for your account.

Reviewing calls helps you refine your AI agent prompt, handle follow-ups, and ensure quality. Recordings may be subject to your plan and local consent laws.

SMS summaries and notifications

Receive instant text message summaries of every call, including key information and next steps.

Edit AI Agent modal showing SMS Notification Number field
How to Enable SMS Summaries
  1. Navigate to your dashboard
  2. Click to edit your AI agent
  3. In the "SMS Notification Number" field, enter your phone number including area code and country code (e.g., +1 415 877-3166)
  4. Check the box to agree to receive text messages at this number
  5. Save your changes
How to Opt Out

You can opt out of SMS notifications at any time using either method:

  • Via Web UI: Navigate to your dashboard, edit your AI agent, and remove or clear the SMS Notification Number field, then save your changes.
  • Via SMS: Reply to any SMS notification message with "STOP" to opt out immediately.

Calendar and appointment scheduling

Connect your Google Calendar so the AI can offer real availability and book appointments. In the app, go to Scheduling (or Calendar) and connect your calendar. Set your availability and buffer times.

The AI will then be able to suggest times and create events. Appointments appear in your calendar and in the Greet dashboard. Keep your calendar updated so the AI doesn't offer times you're not available.

Choosing your AI voice

You can choose the voice your AI agent uses. In your dashboard, edit your AI agent and look for the voice or sound settings. Pick a voice that fits your brand—professional, friendly, or neutral.

Voice options may vary by plan. Changes apply to new calls immediately.

Understanding your plan limits

Your plan defines how many minutes or calls you get per month, which features are included (e.g. SMS summaries, calendar), and how many phone numbers you can use.

Usage is shown in your account or billing section. If you approach your limit, you may get a warning or need to upgrade. Overage behavior depends on your plan—check your subscription details.

Managing your subscription

Update or cancel your subscription from your account settings (often under Billing or Subscription). There you can change plan tier, update payment method, or cancel. Cancellation usually takes effect at the end of the current billing period; you keep access until then.

Payment methods and billing cycles

Greet charges the payment method on file on your billing date (monthly or annually depending on your plan). Add or update cards in account or billing settings. You can view past invoices and billing history there. Failed payments may result in retry and, if unresolved, service interruption.

Resetting your password

Use "Forgot password" on the login page. Enter the email for your account; we'll send a reset link. Click the link and set a new password. The link usually expires after a short time. If you don't see the email, check spam and that you're using the correct email address.

Updating your profile and email

Change your email, name, or other profile details in your account or profile settings in the dashboard. Save changes after editing. Some changes (like email) may require verification.

Security best practices

Use a strong, unique password and enable two-factor authentication if we offer it. Don't share your login. Review connected calendars and phone numbers periodically and remove anything you no longer use.

AI not answering calls properly

If the AI isn't answering or sounds wrong: (1) Check that your Greet number is the one receiving the call (or that forwarding is set correctly). (2) Confirm the agent is enabled and saved in the dashboard. (3) Review your agent prompt—missing hours, services, or policies can cause wrong answers. (4) Listen to a test call and read the transcript to see where it went wrong, then update the prompt.

Phone number and forwarding issues

Calls not reaching Greet? Verify call forwarding: dial the forwarding code for your carrier, enter your Greet number, and test. If you use a Greet number directly, confirm it's active and not suspended. Check that you're not over plan limits. Porting issues: number porting can take several days; use the status or porting section in the app for updates.

Email notifications not working

If transcripts or summaries aren't arriving: (1) Check spam and promotions folders and add Greet to safe senders. (2) Confirm your email in account settings is correct. (3) Ensure email notifications are enabled in your agent or account settings. (4) Try a different email address to rule out provider blocking.

No audio or dropped calls

If callers hear no audio or calls drop: (1) Ask the caller to try again from a different network (Wi‑Fi vs cellular). (2) Confirm your Greet number and service are active. (3) Check our status page for outages. (4) Contact support with the approximate time and caller number so we can investigate.

Need More Help?

Can't find what you're looking for? Our support team is here to help.

Email Support

Get help via email within 24 hours

support@usegreet.com