Once you’ve signed up, your AnswerConnect service is live straight away. This article walks you through what happens next, how onboarding works, and how to get the most from your service from day one.
Your account is live immediately
As soon as your payment is completed:
- Your account is active
- Your basic message script is live
- You can start forwarding calls right away
With the default setup, we’ll collect the following information from callers:
- Caller name
- Phone number
- Message
Messages are delivered to the email address on your account and are also available in the AnswerConnect desktop and mobile app.
Your AnswerConnect number
You’ll receive a number when your account is created. This number is used as:
- Your account number
- The number you should forward calls to
If you need help setting up call forwarding, our team is happy to walk you through it.
What is onboarding (and why it matters)
Onboarding is a one-on-one setup call where we tailor the service to your business.
Your service starts with a basic message template. During your onboarding call, we will customise your script to tailor how we answer and handle your calls, unlocking the full value of AnswerConnect.
During your onboarding call, we can:
- Customise your call script and greeting
- Set up call transfers, FAQs, or appointment booking
- Define call-handling schedules
- Add contacts and team members
- Connect integrations or workflows (where applicable)
Onboarding calls typically last 60 minutes. The majority of the setup is completed during the call, with any remaining customisations finished shortly afterward.
A basic message-taking script can be set up in as little as five minutes.
How to book your onboarding call
After you sign up, our team will contact you to gather the details we need to set up your service and arrange your onboarding appointment.
Your onboarding call will be arranged with the appropriate team member based on your account.
If you haven’t heard from us or need help arranging your onboarding call, contact our Client Services team.
What to have ready for onboarding
To make the most of your onboarding call, it helps to have:
- Your business address and contact details
- Preferred contact email(s)
- Names of team members or key contacts
- Call transfer schedules (if applicable)
- Up to 5 common questions callers usually ask
Don’t worry if you don’t have everything ready. We can always update your setup later.
Getting started & managing your service
Once onboarding is complete, you can manage your service at any time using the AnswerConnect app.
From the app, you can:
- View and manage messages
- Access call transcription & call recording
- Track call usage and billing
- Upgrade or downgrade your plan
- Edit your call script
- Add staff and contacts
- Leave feedback on calls
- Verify contacts to recognise repeat callers
Need help?
We’re here 7 days a week. Get in touch with our Client Services team:
Phone: 800 802 1039
Email: care@answerconnect.co.uk