Quick Setup Guide

From account creation to publish: quick overview of the voice agent setup process.

Every Casalyx plan includes guided onboarding to help you get set up and ready to go live.

We will help with:

You can also use the guides below at any time if you want to make changes later.

Your voice agent needs a phone number before it can go live.

You can either:

For more information, see the Setting up a Phone Number guide.

Create your voice agent and complete the main setup sections, including:

Choose how your voice agent should handle appointments.

You can:

If you connect a calendar, you can also set your own availability and blackout dates.

Choose which lead details you want to collect and how often you would like to receive lead summary emails.

Once everything looks correct, click Save & Publish.

Your voice agent will then be ready to receive calls. At that point, you can:

If you want Casalyx to answer missed or after-hours calls from your existing business number, you will also need to set up call forwarding.

For more information, see the Call Forwarding Guide.

Need help? Contact us at support@casalyx.co.

Step 6: Publish Your Agent

Once everything looks correct, click Save & Publish.

Your voice agent will then be ready to receive calls. At that point, you can:

Make a test call

Check your greeting and disclaimer

Test appointment booking if enabled

Review your lead notifications

If you want Casalyx to answer missed or after-hours calls from your existing business number, you will also need to set up call forwarding.