How-To Guides
Learn how to use every feature in the FONE app, Website Builder, and eCommerce.
FONE App
The mobile app for managing your AI agent, taking calls, and chatting with clients.
Getting Started with FONE
Sign in with a one-time code and find your way around the FONE dashboard.
Read guide →Making & Receiving Calls
Use the dialer, answer incoming calls, and work through your call history.
Read guide →Live Chat & Takeover
Monitor AI conversations and take over when you need to answer personally.
Read guide →WhatsApp Conversations
Manage WhatsApp messages with AI assistance and live takeover.
Read guide →Messenger & Instagram DMs
Handle Facebook Messenger and Instagram Direct Messages from FONE.
Read guide →SMS Messaging
Send and receive text messages directly from the FONE app.
Read guide →Team Chat
Message team members directly within the FONE app.
Read guide →Agent Settings
Change your agent name, voice, greeting, hours, transfer numbers and routing.
Read guide →Setting Up Integrations
Connect your business tools so your AI can look up orders, contacts, and appointments.
Read guide →Managing Client Accounts
Client accounts are not managed from FONE. Here is what to do instead.
Read guide →Configuring the Clio Integration
Connect Clio, then set what your receptionist may look up, disclose, and verify — one switch at a time.
Read guide →Integration Prompt Examples
Example prompts to help your AI agent use each integration effectively.
Read guide →Company Profile
Update your company information, contact details, and billing email.
Read guide →Billing & Subscriptions
View your subscription status, activate a plan, change plans, and add minutes.
Read guide →Viewing Invoices
Access your invoice history and see what is due next.
Read guide →Managing Personal Agents
Create and configure individual AI assistants for people on your team.
Read guide →Setting Up WhatsApp
Register your agent’s own number on WhatsApp and author the profile people see.
Read guide →Changing Your Plan
Move up or down a plan, and what happens to your bill and your minutes.
Read guide →AI Minutes and Top-Up Packs
How plan minutes, purchased packs, auto-refill and the grace period work.
Read guide →Importing Your Website
Point your agent at your own site and let it read the pages into its knowledge base.
Read guide →Transfers to Outside Numbers
Send a caller who asks for someone by name straight to that person’s own number.
Read guide →Callback Campaigns
Have your agent call someone back automatically after they ask for it.
Read guide →AI Invoice Collection
Have your agent call clients with overdue invoices, carefully and on your terms.
Read guide →Two-Factor Authentication
Add an authenticator app as a second step when you sign in to FONE.
Read guide →Desk Phones (SIP)
Ring a physical desk phone alongside FONE when a call comes in.
Read guide →Live Transfer via Chat Widget
Hand a web chat conversation to a colleague while you are talking to a customer.
Read guide →Live Transfer via WhatsApp
Hand a WhatsApp conversation to a colleague’s AI agent without moving it or losing the history.
Read guide →Website Builder
Create and publish a professional website with AI-generated content and design.
eCommerce
Set up an online store with products, Stripe checkout, and order management.
Need More Help?
Chat with Dash or call us anytime — our AI and team are here for you.