Setting up Iris

1. Subscribe to the add-on

   Open HQ → click the phone icon in the icon rail → pick US or UK as your phone country → click Add Iris — $49/mo. Stripe checkout takes 30 seconds; on success you redirect back into HQ on the Receptionist tab.

2. Wait ~30 seconds for provisioning

   We provision a dedicated phone number on Retell AI (our voice infra), create a custom agent for your deployment, and wire it to the workspace. The Receptionist tab shows "Provisioning your phone number…" with a spinner; when it flips to your real number, you're live.

3. Fill in the setup modal

   The setup form has 7 sections — work top to bottom:

   • Business & persona — business name (used in greeting), receptionist name, industry, address, voice (5 options US/UK), tone, language.
   • What should Iris do on calls? — toggle the capabilities you want. Each toggle adds a specific tool to the live agent.
   • Hours of operation — per-day open/close. Drives the answer vs. voicemail decision.
   • Business knowledge — free-form context she should know (history, specialties, anti-patterns like "we don't deliver").
   • Special instructions — custom guardrails ("never quote over $5K", "always confirm spelling").
   • FAQs / Services — appear if you enabled Answer FAQs / Take orders / Qualify leads.
   • Forwarding & fallback — your real human phone number (required for transfers + emergency escalation to work).
   • Compliance — recording disclosure, two-party consent (CA/FL/IL/MA), opt-out keyword.

   Hit Save & sync. Iris's prompt + tools regenerate on Retell within seconds.

4. Test call from your browser

   Click Test call from browser in the header bar. We open a WebRTC connection to Iris using your laptop mic — no phone needed. You hear her live and can iterate on the prompt until she sounds right.

   Test calls count against your minute allowance (500 included/month) but are usually a few minutes total. Don't worry about overage during setup.

5. Forward your business line (or publish the new one)

   Two options:

   • Replace your existing number — publish Iris's number on your site / Google Business Profile / business cards. Cleanest.
   • Forward to Iris — set call-forwarding on your existing line to Iris's number. Keeps your existing number as the "public" one. Most cell carriers support this from the carrier app or *21*<number># on the dialer.

Iterating after launch

Open Receptionist → Edit setup any time. Changes auto re-sync to Retell. Common iterations:

• Caller asked something not in the FAQ → add the Q/A pair
• Iris quoted a price you didn't want disclosed → flip "Disclose pricing" off
• Calls dropping at "let me transfer you" → check forwardNumber is set + reachable
• Caller said wrong business hours → fix the hours grid

Next

• Bookings & calendars — internal scheduler vs. your CRM
• Pricing & overage