What You'll Accomplish
By the end of this guide, your AI assistant Jodie will be:
✅ Answering calls with your business information
✅ Trained on your company details
✅ Forwarding calls when needed
📹 Quick Start Video Tutorial
Watch this 5-minute walkthrough, then follow the detailed steps below
Step 1: Make Your First Test Call
Find your test number
Go to your dashboard
Look for "Your Phone Line" section
Dial the number shown
Make the call
Call from any phone
Let Jodie answer and respond
Have a brief conversation (act like a customer)
Check the results
Return to your dashboard
Click "Refresh page" to load new data
Review the call transcript and summary
Note any issues or improvements needed
What to Expect
Jodie should answer straight away
Basic greeting and responses about your business
Call transcript appears in your dashboard within 1 minute
Step 2: Train Jodie on Your Business
Access training section
Click "Training" in your dashboard menu
Check the text training Jodie already has access to (this is from your website)
Add anything Jodie doesn't know
Either
Copy and paste the text already in there
Make necessary changes
Go to Add knowledge > add text > paste text
Then delete original text
Or simply
go to Add knowledge > add text or PDF > add in anything you want Jodie to know that isn't on your website
For example, FAQs, pricing list etc
Verify Training (Optional)
Make another test call using Step 1 process
Ask specific questions about your services
Check if Jodie provides accurate information
Step 3: Set Up Call Forwarding
Call Forwarding
Quick setup option for mobile
Look for "Setup" button on the dashboard below "your phone line"
Click to configure basic forwarding
This allows you to toggle call forwarding on and off from your mobile manually
When turned on all calls with divert to Jodie
Advanced Forwarding Options for mobile
If you want Jodie to only answer when you're unavailable or divert after X rings
Then check this guide
This involves dialling a code which sets up conditional call forwarding
For example
From O2 Network
Example:
Dial Code: **61*07123456789*11*20#
Where 07123456789 is "Your Phone Line" on the dashboard
What it does: Will divert any call that isn't answered within the number of seconds you specify in code (5-25 seconds in increments of 5)
Explanation: Diverts to 07123456789 after 20 seconds (approximately 4-5 rings)
If you need help with this, message Max on Whatsapp
Forwarding Options for Landline
Option 1: Landline goes straight to HeyJodie
Set your landline to forward directly to HeyJodie
Use for: After hours or when unavailable
Setup: Contact your landline provider (BT, Sky, etc.) to configure
Option 2: You already forward landline to mobile?
Keep that setup
Just add HeyJodie conditional forwarding on your mobile (using the codes above)
Result: Landline → Your Mobile → HeyJodie
Setup: Contact your landline provider if you need help or message Max on Whatsapp
Verification Checklist
After completing all steps, verify:
Test call connects and Jodie answers professionally
Jodie provides accurate business information
Call transcript is showing
Call forwarding works when tested
You receive forwarded calls summary properly
Next Steps
✅ You're all set! Your AI assistant is now ready to handle calls.
Recommended next actions:
Test call forwarding during business hours to check it's working
Review call transcripts regularly for improvements
Explore advanced features in the Features section