Finish setup step by step
The setup guide collects what your receptionist needs before it can answer for you. In the United States it has six steps. In Mexico it has eight. Each screen shows where you are, for example Step 2 of 6, and you move with Continue → and ← Back. Your answers are saved each time you select Continue →.
Step 1: Confirm Your Info
Bectify fills in what it already knows. Check your business name, your receptionist's name, your address, time zone, business hours and current business phone, and edit anything that is off. That phone is your existing number, not your Bectify number.
Step 2: Knowledge Base
Add your website and social profile links so your receptionist can learn about your business. Review what it found, edit any section, and approve it. You can also skip this step and add it later.
Step 3: Your Services
Check your services and prices, or add your own. Keep at least one.
Step 4: Your phone
Choose how your receptionist will receive calls, and whether callers reach you on your existing number or your Bectify number. In the United States, a new account gets a toll-free number, already selected. Local numbers come with a paid plan; contact support. Carriers usually approve texting on a toll-free number in 1–2 weeks.
In the United States this step is called "When [name] can't answer". You confirm your own cell number with a 6-digit code. It becomes your default transfer number, the one your receptionist uses to transfer a call.
Verify business (Mexico only)
To assign you a local number, Mexican regulation requires our provider to verify your business. You upload your Constancia de Situación Fiscal and a proof of address no more than 12 months old. You only do this once, and you don't have to wait for the review to continue.
Calendar
If you like, connect Google Calendar or Calendly so your receptionist can book appointments. You connect one calendar at a time, and you can do it later from the Calendar page.
WhatsApp (Mexico only)
Connect your WhatsApp Business number so customers can reach you on WhatsApp. You can skip this step and finish it later in Settings › Integrations.
Last step: create your receptionist
- Read the summary of what your receptionist will start with.
- If a row says a step still needs your attention, go back and fix it.
- Select Ready to create AI agent →.
Bectify gets your number, trains your receptionist and connects it to your phone and website. This usually takes about two minutes. When it is done, go to your dashboard.