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Set Up Your Phone Number

Clara needs a phone number to receive calls. You have two options:

New Number

We give you a new local phone number (recommended for starting out)

Existing Number

Use your current business number (more setup required)

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Option 1: Get a New Number (Easiest)

1

Go to Phone Numbers

Go to https://agentclara.app/integrations/phone-numbers
2

Click 'Get New Number'

Pick:
  • Country (US, Canada, UK, etc.)
  • Area Code (pick the area code of your business or area)
Click Get Number.
3

Choose Your Number

We’ll show you available numbers in that area code. Pick one you like.Examples:
  • (555) 123-4567
  • (555) 987-6543
Click Claim This Number.
4

Verify & Activate

  • Confirm the number
  • Pay the monthly fee (~$2-5/month)
  • Clara is now live on that number
You can use this number immediately.
5

Tell Customers Your New Number

Update:
  • Your website
  • Google Business Profile
  • Social media
  • Business cards
  • Voicemail greeting
Customers now call this number and talk to Clara.

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Option 2: Use Your Existing Number

If you want to keep your current business number, you can redirect it to Clara.
This requires coordination with your phone carrier. Have your account info ready.
1

Contact Your Carrier

Call or email your phone provider (Verizon, AT&T, T-Mobile, etc.)Tell them: “I want to forward all calls to this number: [we’ll give you the forwarding number]”They’ll set it up (usually takes 5-30 minutes).
2

Test It

Call your original number. Clara should answer.If it doesn’t work, check with your carrier—sometimes there are delays.
3

Update Your System Prompt

Go to https://agentclara.app/agent and tell Clara:
“When someone calls [Your Business Name], they’re calling [Your Actual Phone Number]. Use our standard greeting and be helpful.”
This helps Clara know the context.

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Configure Clara for Calls

Now that your number is live, teach Clara how to handle calls.
1

Set a Greeting

Go to https://agentclara.app/agent > Voice ConfigurationWrite how Clara should greet callers:Example:
“Hi, thanks for calling Beautiful Cuts Salon. How can I help you today?”
Keep it short (under 20 seconds when spoken).
2

Define Call Capabilities

Tell Clara what she can do:In her System Prompt, add:
“When customers call, you can:
  • Answer questions about hours and services
  • Book appointments by getting their name, phone, and preferred time
  • Collect messages for the team
  • Transfer calls to a real person if the customer asks
Keep responses short (under 30 seconds). Speak clearly and slowly.”
3

Add Business Information

Make sure Clara knows:
  • Your business hours (go to Settings > Business Hours)
  • Your services and prices (add to Knowledge Base)
  • Your policies (add to Knowledge Base)
This way she can answer common questions without transferring.
4

Connect Your Calendar

If Clara will book appointments, she needs to see your availability:Go to https://agentclara.app/integrations and connect:
  • Google Calendar (most common)
  • Outlook / Microsoft 365
  • Calendly
She’ll then show customers your real open slots.
5

Set Up Transfers

Decide what happens if a customer wants to talk to a human:Go to https://agentclara.app/agent > EscalationSet:
  • Escalation Phone - Where to forward urgent calls
  • Escalation Email - Email for forwarded issues
  • Hours for Escalation - When humans are available
Example:
“If a customer asks to speak to someone, tell them ‘I’ll have someone call you back within 2 hours. What’s your number?’ Then save their request.”

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Test Your Setup

1

Call Your Number

From a cell phone, call your new number. Clara should answer.
2

Try These Requests

  • “What are your hours?”
  • “Can I book an appointment?”
  • “Do you offer [your service]?”
  • “I’d like to speak to someone”
If Clara answers correctly, you’re good. If not, update her knowledge or system prompt.
3

Check the Transcript

Go to https://agentclara.app/chats and find your test call.You’ll see:
  • Transcript - Exactly what was said
  • Duration - How long it lasted
  • Recording - You can listen to it
If anything was wrong, you’ll know what to fix.

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Voice Settings

Go to https://agentclara.app/agent > Voice Studio to adjust:
  • Voice Personality - Professional, friendly, casual
  • Speaking Speed - Slow, normal, fast
  • Accent - Regional variations (if available)
Test each one by calling in or using the preview button. Pick what sounds best for your business.
In many places, you need to tell callers that calls are being recorded. Clara does this automatically, but check your local laws.Go to Settings > Compliance to customize the disclosure message.

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Troubleshooting

Check:
  1. Is the number activated? (Go to integrations, it should say “Active”)
  2. Is Clara’s system prompt complete? (She needs to know how to answer)
  3. Do you have a knowledge base? (Add hours, services, etc. to Help → Knowledge)
If still broken, call it yourself to test, then email support@agentclara.ai with the number.
Go to Voice Studio and try different voice personalities. Also check Speaking Speed—slow it down if she’s hard to understand.
Some carriers don’t support call forwarding. Ask them about:
  • “SIP forwarding” or “VoIP forwarding”
  • “Call transfer” or “call routing”
If they still can’t, get a new number from us and have customers call that instead.
Yes, but you need explicit consent. Go to Settings > Compliance > Outbound Call Recording and enable it.

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What’s Next?

Questions? Email support@agentclara.ai