Onboarding Guide
Get your AI phone agent up and running in minutes
1Getting Started
Welcome to Magicdesk! This guide will walk you through setting up your first AI phone agent.
What you'll need:
- Your restaurant information (name, phone, address)
- Business hours and menu details
- Preferred voice style and tone
- 5-10 minutes to complete setup
2Account Setup
Create your account and verify your business information:
- Sign up with your business email
- Verify your phone number
- Complete your business profile
- Choose your subscription plan
Tip: Use your primary business phone number for verification to ensure smooth integration.
3Creating Your First Agent
Navigate to the dashboard and click "Create New Agent":
Basic Information:
- Business name and phone
- Operating hours
- Primary language
- Voice style preference
Advanced Settings:
- Call recording preferences
- Transfer rules
- Custom greetings
- Menu integration
4AI Training & Configuration
Train your AI agent with your specific business information:
Menu & Services:
- Upload your menu items
- Set pricing and availability
- Add special offers
- Configure delivery options
Personality & Tone:
- Choose voice characteristics
- Set conversation style
- Add custom responses
- Define escalation triggers
5Testing & Launch
Test your agent before going live:
Pre-Launch Checklist:
- Make test calls to verify responses
- Check menu accuracy and pricing
- Test call transfer functionality
- Verify hours and availability
- Review call recording settings
Once satisfied with testing, activate your agent and start receiving calls!
6Support & Resources
Need help? We're here to support you:
24/7 Support
Chat, email, or phone support available anytime
Knowledge Base
Comprehensive guides and FAQs
Video Tutorials
Step-by-step video walkthroughs
🚀 Quick Start Tips
Best Practices:
- Keep menu information current
- Regularly review call analytics
- Update hours for holidays
- Train staff on agent capabilities
Pro Tips:
- Use custom greetings for events
- Set up multiple agents for different locations
- Monitor performance metrics weekly
- Collect customer feedback