The onboarding walkthrough

When you first sign up, CoveCall walks you through a short setup. You can move back and forth between steps, and nothing goes live until the end. Here’s each step and why it’s there.

1 · About your business

Search for your business by name and city to auto-fill the basics (name, type, address, website, hours, phone), or enter them manually. You’ll set:

• Business name, type, owner/contact name, team size
• Address, website, and a short description
• What Neuros knows — a knowledge field you can auto-generate from your website and description, then edit. Neuros only answers from what’s here, so the better this is, the better your calls.

2 · Hours & how to reach you

Set your opening hours (used for “are you open?” answers, booking times, and after-hours handling), plus the phone and email where you want alerts and call summaries.

3 · Choose your agent

Pick your receptionist persona and voice, and edit the greeting. On higher plans you can enable a rotating roster so a different named voice answers each call — it feels like a team rather than a bot.

4 · Get your line

Choose how callers reach Neuros:

• New local number (auto-suggested for your area code)
• New toll-free number
• Port / forward your existing number — you get a CoveCall number now and forward your current line to it instantly; a full port can follow later

Then set your answer mode: answer every call, ring you first and catch what you miss, after-hours only, or off for now.

5 · When should we tap you in?

Turn on the alerts that matter to you:

• Caller asks for the owner or a manager
• Caller sounds upset or it’s urgent
• Allow live transfer to a human for sensitive topics

Note

These choices create your starting escalation rules. You can refine them anytime on the Agent page.

6 · Pick a plan & launch

Choose Starter, Accel, or Scale and start your 14-day free trial (a card is required; no charge until the trial ends). When you launch, your number is wired up and Neuros starts answering.

Tip

If payment setup is skipped, your trial still goes live — just add a card later in Billing. If your number needs a one-time registration to activate, you’ll be prompted from your dashboard.

After setup

You’ll land in the portal. Good next moves:

Connect a calendarTurn calls into booked appointments.

Review your agentPersona, knowledge, rules, and escalation.

Invite your teamAdd people and set roles.

Watch your first callsSummaries and transcripts as they come in.