SETUP GUIDE · AI HOME SOLUTIONS ASSISTANT

Set it up in plain language.

Both workflows are already built; setup connects them to your business. Set your business name, enter your team line and hours, connect an email sender, decide on call recording, then assign the agent to your business number and run the acceptance calls before you switch it on. A knowledge base for common questions is optional.

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01 · REQUIREDPrepare 02 · REQUIREDBusiness name & team line 03 · REQUIREDTeam emails 04 · REQUIREDCall recording 05 · REQUIREDTest & activate 06 · OPTIONALCommon questions

Before you start

The 1 business settings you'll add

Find it in Votel under Global Variables and fill in your company's name.

Setting	What it holds
Company Name	Your business name, as callers should hear it in the greeting (ships as "our office")

Settings > Global Variables: Settings, Global Variables: Company Name reads "our office" until you enter your business name. — Settings, Global Variables: Company Name reads "our office" until you enter your business name.

01 · Required

Prepare

Confirm the install before changing anything.

Confirm the correct sub-accountInstall into the company's own account, not a shared agency workspace.

Agency > Sub-Accounts: Open the company's own sub-account with the access icon on its row. — Open the company's own sub-account with the access icon on its row.Example screen from a demo account. Yours shows your own names.

Check the installed assetsLook for the receptionist, both workflows and the four property fields.

Agent > AI Home Solutions Assistant > Agent Workflows: The receptionist after install, with Home Solutions Calls: Connect or Take a Message and After the Call: Summary and Recording to the Team under Agent Workflows. — The receptionist after install, with Home Solutions Calls: Connect or Take a Message and After the Call: Summary and Recording to the Team under Agent Workflows.

Keep the agent offNothing should reach a real caller while you configure.

Agent > AI Home Solutions Assistant: The Active switch stays off until your team line, sender and acceptance calls are done. — The Active switch stays off until your team line, sender and acceptance calls are done.

Done when: Everything is installed and nothing can reach a real caller.

02 · Required

Business name & team line

Tell callers who they reached and where live calls go.

Set your business nameReplace the default "our office" in the Company Name variable.

Settings > Global Variables > Company Name: Editing Company Name: change only the Value to your business name and save. — Editing Company Name: change only the Value to your business name and save.

Enter your team phoneReplace [Team Phone Number] on the Try the Team Line step. Votel flags it until a real number is entered.

Agent > AI Home Solutions Assistant > Agent Workflows > Home Solutions Calls: Connect or Take a Message > Try the Team Line: The Try the Team Line step: open the business-hours rule to add your team's number and hours. — The Try the Team Line step: open the business-hours rule to add your team's number and hours.

Set business hours and caller IDDays, start and end time and time zone on the same rule (default Monday to Friday, 8 to 5 Eastern), plus the from-number used when forwarding.

Done when: Callers hear your business name, and a connect request rings your real team line during your hours.

03 · Required

Team emails

Make sure every alert reaches the people who return calls.

Select an email senderOn all three team emails: new caller, new message and call summary.

Settings > Integrations > Sender Identities: Add and verify the email sender under Sender Identities, then select it on each team email step. — Add and verify the email sender under Sender Identities, then select it on each team email step.Example screen from a demo account. Yours shows your own names.

Confirm the support addressTeam emails go to your account's support email. Make sure it reaches the people who call homeowners back.

Done when: A test message email lands in the inbox your team actually reads.

04 · Required

Call recording

Decide how recordings are handled before real calls arrive.

Turn recording on or offThe greeting says calls may be recorded. If you turn recording off, edit that line.

Set retentionDecide how long recordings are kept and who can open the link in the summary email.

Done when: The greeting matches your recording setting and you know who can open each recording.

05 · Required

Test & activate

Connect your business line and prove the calls before you switch on.

Assign the agent to your business numberInbound calls to that number start the call workflow and, when answered, the summary email.

Agent > Channels: Open Channels in the agent header and add your business phone number as a Voice channel. — Open Channels in the agent header and add your business phone number as a Voice channel.Example screen from a demo account. Yours shows your own names.

Run the seven acceptance callsNew caller, connect in business hours, leave a message, after hours, a price question, a gas smell, and the summary email after an answered call.

Activate deliberatelySave your results, then turn the agent on as the very last step.

Agent > Header: Run tests with the Test button, then turn on the Active switch as the very last step. — Run tests with the Test button, then turn on the Active switch as the very last step.Example screen from a demo account. Yours shows your own names.

Done when: Every acceptance call passes on your own line and activation is a deliberate last step.

06 · Optional

Common questions

Let the receptionist answer questions about your services, area and hours.

Add a knowledge baseServices, service area and hours. Without it the receptionist says the team will confirm.

Keep the answer limitsNo prices, diagnoses, guarantees or availability, even with a knowledge base connected.

Done when: A question about your service area gets your approved answer, and a price question still goes to the callback.

Ready for your company.

Switch it on only after every acceptance call passes on your own line.

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