Set Up Your Agency

Select your Receptionist's number

Choose the unified phone number your members can call and text to reach your team. When your number is provisioned, careCycle also creates your Receptionist along with a starter transfer destination and starter appointment settings, which you will refine in the later steps.

Select your Receptionist's number

Register for SMS and RCS

Complete 10DLC registration so careCycle can send compliant SMS from your Receptionist's number. Optionally register for RCS branding.

Register for SMS and RCS

Invite your team

Invite everybody who will handle member services tasks, inquiries, appointments, and post-sale work before importing your book. Team members are also who transfer destinations ring, so this comes before call routing.

Invite your team

Configure customer assignments

Decide how customers should be assigned to agents, CSRs, or teams as records are created or imported.

Configure customer assignments

Import your book of business

Upload customer and policy data so Cora and your campaigns have the context they need. The plan codes on your policies automatically link each member to careCycle's plan benefit data, so Cora can answer coverage questions with nothing extra to upload.

Import your book of business

Sync your CRM

Connect native CRM integrations or scope a custom sync for ongoing customer and policy updates.

Connect your CRM

Connect your calendar

Connect each appointment-taking user's calendar. Booking works without it, but a connected calendar lets careCycle see personal-calendar conflicts so members are never offered a time their agent cannot make.

Connect your calendar

Set up your transfer destinations

Review the starter transfer destination careCycle created with your number and add the agents it should ring. Add more destinations for other teams or an external number if needed.

Set up transfer destinations

Set up your appointment settings

Review the starter appointment settings: appointment length, spacing, booking hours, and who appointments route to.

Set up appointment settings

Configure your Receptionist

Now that your transfer destinations and appointment settings exist, wire them into Cora. Set her voice and routing mode, then work through Assistant Behaviors: every scenario starts as Log Inquiry, and this is where you upgrade the right ones to live transfers and appointment booking.

Configure your Receptionist

Test your campaign

Talk to your own AI employee in the browser or on your phone before members do, and catch missing data with the preflight check.

Test your campaign

Launch your first campaign

Start with a Welcome Call campaign for newly enrolled members.

Launch your first campaign