Create Your Account

You can go from signing up to a receptionist answering your calls in about five minutes. Here's what each step asks and what careCycle sets up for you.

Sign up

1. Go to app.carecycle.ai/sign-up.
2. Enter your Full Name, Email, and a Password (at least 8 characters), then click Create Account.
3. Check your email and click the link to verify it.

Tell us about your agency

careCycle asks a few quick questions so it can set things up the right way:

• How do you work? Independent agent or agency. Agencies also pick their team size.
• What do you mostly sell? Medicare or ACA. This decides which templates you start with.
• How did you hear about careCycle? Optional.
• Verify your phone. Enter your mobile number and the code we text you. During your trial, careCycle only calls and texts verified numbers, so use the phone you'll test with.
• What's your organization called? Then click Create organization.

While it finishes Setting up your workspace, careCycle creates:

• Cora, your AI receptionist, ready to answer calls.
• A starter routing group with you in it, so transfers ring you.
• A starter calendar for 30-minute appointments.
• Your Test Customer, with your name, for test calls.
• Operating hours of Monday to Friday, 9 to 5, in your time zone.
• A few template campaigns for your line of business.

You can change all of it later.

Meet Cora

The welcome flow walks you through three steps. You can Skip to careCycle at any time, and if you leave, it picks up where you stopped.

1. Meet Cora, your receptionist. Click Talk to Cora and call her right from your browser. You're calling as yourself, so try asking about your plan, asking for your agent, or booking a time. The panel on the side shows ideas to try and how Cora handles calls.
2. Give Cora a number. careCycle suggests a number in your mobile's area code. Click Use This Number, or Choose a Different Number. See Choose Your Receptionist's Number.
3. Go live. Add a card so Cora can take calls from anyone, not just your team. You won't be charged until you choose a plan. Click Save Card, or Do This Later. See Your Trial, Card, and Plan.

When you're done, Cora is answering. Click Open careCycle to head in.

Find your way around

The first time you land on your dashboard, a short tour shows you the main areas: your dashboard, Ask careCycle, the Inbox, your customers, campaigns, and Cora. It uses sample numbers so the dashboard isn't empty. Want to see it again? Open your profile menu (top right) and choose Take Tour.

The first time you open a few key pages, like Campaigns, the Inbox, and the import assistant, a short "New here" note explains what the page is for.

What's next

Your Getting Started checklist sits at the bottom of the sidebar. It tracks the rest of your setup, step by step, and disappears once you're done. See Set Up Your Agency for every step.