CALL VAULT
Learn Call Vault

Everything you need to run her yourself.

Short, real-screen walkthroughs that teach you to set up and run your receptionist — from naming her to reviewing your calls. No manuals, no support tickets.

New here: video walkthroughs are being produced — the written steps below are live now.
Getting startedRunning your receptionistWhat's coming

Getting started

2

Two steps to a receptionist answering your phone.

Walkthrough video coming soon
01

Get started

Live

Getting started takes about two minutes. Go to callvault dot c-a slash start and tell us your name, number, and business. Your receptionist calls you in seconds and builds herself around what you told her, right on the phone. You keep your existing number. You don't port anything or switch carriers. You just forward your calls to us, and she starts answering. That's it. No hardware, no contract, no setup fee.

Walkthrough video coming soon
02

Your first live call

Live

Here's what happens on your very first call. Your receptionist answers in your business's name, sounds like she's worked there for years, and handles the caller. Want to hear it before you commit? In the interview, she'll actually ring your phone and answer live as your business. Once you're set up, every call after that is handled the same way, day or night.

Running your receptionist

13

Everything you can change, from your dashboard, live on the next call.

Walkthrough being re-recorded for the new dashboard
03

Dashboard tour

Live

This is your dashboard. You reach it from a secure link we send you. Across the top are your sections: Dashboard for your calls, minutes, and appointments at a glance; Training for her setup wizard and anything she's still learning; Activity for every call, booking, and customer; Operations for your number and add-ons; and Account for billing. Everything you change takes effect on her very next call.

Walkthrough being re-recorded for the new dashboard
04

Usage and minutes

Live

Your Dashboard page's "Minutes this cycle" card shows the minutes you've used this month against the minutes included in your plan, plus your renewal date. If you go over, you only pay the per-minute overage for your tier, billed by the second. No surprises. If you're regularly over, upgrading a tier is usually cheaper, and you can do that yourself from Account → Billing.

Walkthrough being re-recorded for the new dashboard
05

Name your receptionist

Live

You can name your receptionist whatever you like. Open Training → Setup wizard — step one asks what she should call herself. Type the new name, click through to Save & go live, and she introduces herself that way on the very next call. It's free, and you can revisit the wizard and rename her any time.

Walkthrough being re-recorded for the new dashboard
06

Pick her voice

Live

Every voice in our 4-voice lineup is live now — female and male, speaking English today with French rolling out on every voice. Picking her voice yourself from your dashboard is landing soon. Until it does, tell us your pick during your interview or contact us and we'll set it for you, free, any time.

Walkthrough being re-recorded for the new dashboard
07

Set her greeting

Live

The greeting is the first line she says when she answers. Write it the way you'd want your best front-desk person to answer — keep it short and warm. Editing it yourself from your dashboard is coming soon. Until then, tell us your exact wording and we'll set it for you, free.

Walkthrough being re-recorded for the new dashboard
08

Hours and answer mode

Live

Set her hours and what happens outside them from Training → Setup wizard. Step one is your hours — overnight ranges like 5pm–8am are fine. Step two is her after-hours behavior: keep answering normally, take a message, offer to connect urgent callers, or send straight to voicemail. Save it, and it takes effect on the next call. A dedicated pause/resume switch is coming soon — contact us if you need her paused before then.

Walkthrough being re-recorded for the new dashboard
09

What she knows

Live

This is where you teach her about your business. In Training → Setup wizard, write your top questions and your real answers — she answers only from what you give her and never invents a price or a fact. Once she's live, any question a real caller asks that she couldn't answer lands in Training's "Teach her this" queue; answer it once and she uses it on the very next call. Uploading a menu or price list for her to read isn't self-serve yet — send it to us and we'll get it into her knowledge.

Walkthrough being re-recorded for the new dashboard
10

Call handling

Live

Call handling is how she deals with the tricky calls. In Training → Setup wizard, give her a number to reach for a genuine emergency, and set what she does after hours — keep answering, take a message, offer to connect urgent callers, or go straight to voicemail. Set it once and she follows it every time. Spam screening is coming soon and isn't self-serve yet.

Walkthrough being re-recorded for the new dashboard
11

Reviewing calls

Live

Your calls live in two places: the Call library card on your Dashboard page for a quick recent view, and Activity → Calls for the full list — every recording, newest first, searchable by phone number with date-range and outcome filters. Open a call to play the recording where it's available. Transcripts and sentiment tags are coming soon; recordings are live today.

Walkthrough being re-recorded for the new dashboard
12

Notifications

Live

Open Account → Billing to find Notifications & account. Choose how you want to hear about calls — a text or email for a booked appointment, a missed call, or anything urgent. Pick any combination of channel and outcome so you're not buried, but you never miss the ones that count. Save changes, and it takes effect immediately.

Walkthrough being re-recorded for the new dashboard
13

Billing and plan

Live

Billing is fully self-serve from Account → Billing. See your current plan and usage, switch your plan up or down as your call volume changes, open the secure billing portal to update your card or see your invoices, or cancel — no phone calls, no waiting on us. It's your account, you're in control.

Walkthrough video coming soon
14

Numbers & add-ons

Live

Your own business line forwards to the number we assign her — no porting, and you can turn it off any time by cancelling the forward. Two add-ons pass carrier costs straight through at cost, no markup: caller-name display shows you who's calling for a penny a call, and texting lets her send confirmations and answers for a small monthly carrier fee. We show you the exact price before either switches on.

Walkthrough video coming soon
15

Reports

Live

Your Reports ribbon shows the month in numbers — calls answered, after-hours calls she caught, appointments booked, and messages taken — plus her progress report: what she's learned so far and what's still open. Email yourself a copy any time, or check the month before. Deeper insights (what callers ask for that you don't offer yet, when your calls actually peak) land later, built from your own real calls.

What's coming

3

Built and honest: here's what lights up as we switch it on for your account.

Walkthrough video coming soon
16

Integrations

Coming soon

Integrations connect the tools you already run, so your receptionist knows your business from day one, your bookings and your customers, without you retyping anything. Browse the integrations page to see what's supported. Each one goes live as we finish and verify it, and we'll tell you when yours is ready.

Walkthrough video coming soon
17

Bilingual

Live

Call Vault is built for a bilingual country. She detects the language your caller speaks and switches on the fly, no press-one menu — English and French, on every plan, at no extra cost. Turning French on or off yourself from your dashboard is coming soon; until then, contact us and we'll flip it for you, free. More languages roll out the same way: verified end-to-end first, advertised only once we're sure it sounds right.

Walkthrough video coming soon
18

Office Suite

Live

The Office Suite comes included on every plan — no add-on menu. Review requests go out after a good job to grow your reputation, and your booking page and prices live in your dashboard now. Missed-call text-back and the Morning Report switch on for your account as soon as your texting approval clears — everything else is live today.

Nothing beats hearing it.

Start the interview and your receptionist calls you back in about a minute — answering like she works there.