Quickstart Guide
Set up Metrili in minutes
No technical skills required. Follow these steps to launch your AI front office and start handling calls, bookings, and leads today.
Your setup, step by step
Most businesses are live within 15 minutes. Here is exactly what to do.
Claim Your Phone Number
Pick a local or toll free number from inside the Metrili dashboard. Once claimed, your AI receptionist is immediately linked to that line. No porting, no hardware, no waiting.
- Choose a number in your area code for a local feel
- Toll free numbers are available for nationwide reach
- Your existing number can be forwarded if needed
Add Your Business Knowledge
Tell Metrili about your business so the AI can answer questions accurately. Add your hours, services, pricing, team info, and frequently asked questions. You can also import directly from your website.
- Import your website to auto populate knowledge
- Upload a document with FAQs and service details
- The more detail you add, the better the AI performs
Choose Voices and Names
Give your AI agents a name and a voice that fits your brand. Choose from a range of natural sounding voices, pick a name callers will hear, and set the tone for every conversation.
- Try different voices to find the best match for your brand
- Use a name that sounds natural and professional
- You can change voices and names anytime
Set Up Booking and Workflows
Configure your working hours, appointment types, and availability so the AI can book directly into your calendar. Set up follow up rules so no lead slips through the cracks.
- Set off days and holidays so the AI knows when you are closed
- Configure service durations for accurate scheduling
- Follow ups are automated so you never forget a lead
Configure Your AI Agents
Decide which agents you need. Enable the inbound receptionist to answer calls, the outbound caller to follow up with leads, and the staff assistant to help your team manage the day.
- Start with the inbound receptionist, then add outbound later
- Each agent can be configured independently
- The staff assistant helps with contacts, bookings, and insights
Test and Go Live
Place a test call to hear your AI receptionist in action. When you are satisfied, go live. Calls start being handled immediately. You can monitor everything from the dashboard, including transcripts, bookings, and analytics.
- Use the test call feature from the dashboard to preview your setup
- Your AI starts working the moment you go live
- Adjust settings anytime based on call transcripts and analytics
Three AI Agents
Meet your AI team
Each agent handles a different part of your front office operations. Use one, two, or all three depending on your needs.
Inbound AI Receptionist
Never miss a call again
Answers every inbound call with a natural, human voice. Greets callers by context, answers questions about your business, books appointments on the spot, and captures lead information. Available 24/7, even when your team is busy or the office is closed.
Outbound AI Caller
Automated follow ups that convert
Proactively calls leads, follows up on missed appointments, and runs outreach campaigns. The AI handles the conversation naturally, books callbacks, and tracks outcomes. Perfect for re-engaging leads who did not book on the first call.
AI Staff Assistant
Your team's intelligent copilot
Helps your team manage contacts, review call transcripts, check bookings, and get quick answers. Think of it as an AI powered operations assistant that knows your business data and helps your staff make faster decisions.
What happens after you go live
Once your AI front office is running, everything works automatically.
Every call answered, day and night
Every lead captured with full contact details
Appointments booked directly into your schedule
Follow ups sent automatically, no manual work
Full visibility through call transcripts and analytics
Works around the clock, even when your office is closed
Ready to launch your AI front office?
Join businesses that never miss a call. Set up takes minutes, not days.