Help center

Help, setup guidance, and launch answers for Callora

Use this page as the fast path to launch readiness. It covers what to configure first, what to test before going live, and where to go next if you are still evaluating fit.

Setup essentials

Start with business hours, services, FAQs, escalation rules, and the number or forwarding setup you want to use at launch.

Booking workflows

Define appointment types, calendar rules, confirmation flows, and the limits of what the AI can book or reschedule on its own.

After-hours coverage

Decide which calls should still move forward after hours, which should collect lead details, and which need a next-day follow-up path.

Ongoing optimization

Review transcripts, missed intents, and booking outcomes every week so the phone workflow becomes more accurate over time.

Launch checklist

The practical checks worth doing before you go live

  • Confirm that greetings, FAQs, and service descriptions match your real-world operations.
  • Test business-hours and after-hours scenarios from a customer point of view.
  • Validate booking rules, calendar availability, buffers, and confirmation emails.
  • Check escalation flows for urgent calls, human handoff, and lead capture edge cases.
  • Review privacy and call-disclosure wording for your market and workflow.
  • Run a final round of test calls from mobile and landline numbers before launch.

Quick answers for operators and launch owners

These are the questions teams ask most often while deciding whether the setup is launch-ready.

How much setup work should we expect before launch?

Most teams should expect to define hours, services, FAQs, routing logic, and booking rules first. The better your approved information is, the smoother the launch will be.

Do we need to replace our phone number?

No. Many teams start with call forwarding from their existing number and only change the number strategy later if needed.

What should we test before switching traffic live?

At minimum: greetings, FAQ accuracy, after-hours behavior, booking logic, handoff paths, and confirmation delivery.