How-To Guides
Learn how to use every feature in the FONE app and Client Portal.
FONE App
The mobile app for managing your AI agent, taking calls, and chatting with clients.
Getting Started with FONE
Download the app, log in, and start managing your AI agent in minutes.
Read guide →Making & Receiving Calls
Use the dialer, answer incoming calls, and manage your call history.
Read guide →Live Chat & Takeover
Monitor AI conversations and take over when you need to respond 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
Configure your AI agent voice, greeting, routing rules, and more.
Read guide →Setting Up Integrations
Connect your business tools so your AI can look up orders, contacts, and appointments.
Read guide →Managing Clients
Add, edit, and manage your client accounts from the FONE app.
Read guide →Integration Prompt Examples
Example prompts to help your AI agent use each integration effectively.
Read guide →Live Transfer via Chat Widget
Transfer a chat widget conversation to another team member while you are chatting with a customer.
Read guide →Live Transfer via WhatsApp
Transfer a WhatsApp conversation to another team member so they can continue the chat directly.
Read guide →Client Portal
The web dashboard for managing agents, billing, and integrations.
Getting Started with the Client Portal
Log in, set up your company profile, and start managing your AI agents.
Read guide →Company Profile
Update your company information, contact details, and billing email.
Read guide →Billing & Subscriptions
View your subscription status, manage payments, and check upcoming invoices.
Read guide →Viewing Invoices
Access your complete invoice history with PDF downloads.
Read guide →Managing Your AI Receptionist
Configure your business AI receptionist — the front desk for all incoming calls.
Read guide →Managing Personal Agents
Create and configure individual AI assistants for each team member.
Read guide →Agent Configuration Guide
Complete guide to every setting when creating or editing an AI agent.
Read guide →Managing Integrations
Enable and disable integrations for each agent from the Client Portal.
Read guide →