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Getting Started with RingBot - Complete Setup Guide

Quick Start Summary: This guide walks you through setting up your first RingBot AI agent in 5 simple steps, taking approximately 5 minutes total. Steps include: (1) Create account with email or Google OAuth (30 seconds), (2) Configure your AI agent with personality, voice, and knowledge base (2-4 minutes), (3) Test your agent via provided links (1 minute), (4) Optionally purchase and bind a phone number (2 minutes), (5) Go live immediately after saving.

Key Features Covered: Account creation, agent personality configuration, knowledge base upload (PDF/Word/text), voice selection, phone number purchase and binding, testing procedures, embedding on websites, and accessing analytics.

Prerequisites: Email address, company information (optional), knowledge base documents (optional but recommended), payment method for phone number purchase (optional).

Next Steps After Setup: Explore advanced features including custom workflows, analytics & reporting, team management, CRM integration, calendar integration, and advanced skills/tools.

Get Started with RingBot

From sign-up to your first AI-powered call in just 5 simple steps

~5 minutes
5 easy steps

Quick Overview

Welcome to RingBot! This guide will walk you through:

1
Creating your account
30 seconds with Google OAuth
2
Setting up your first agent
2-4 minutes
3
Making your first test call
1 minute
4
Getting a phone number (optional)
2 minutes
5
Going live
Immediately after save

💡 Pro Tip: Prepare your knowledge base beforehand (product details, FAQs, policies in PDF or Word format) for faster setup.

1

Create Your Account

What You'll Need

  • Email address
  • Password (or use Google OAuth for instant sign-up)
  • Company information (optional but recommended)

Sign-Up Process

1Go to ringbot.ai/sign-up
2Enter your email address and name
3Create a password (or click 'Continue with Google')
4Verify your email with the code sent to your inbox
5You're in! Welcome to your dashboard
RingBot Sign-up Form
Sign-up form - Quick and easy registration (Click to enlarge)

Free Plan Included

Start with our free plan - no credit card required! You can upgrade to Pro or Enterprise plans anytime as your needs grow.

2

Set Up Your First Agent

What is an Agent?

An agent is your AI assistant that handles calls and chats. Think of it as a virtual team member that can:

Answer customer questions
Book appointments
Qualify leads
Take messages
Transfer calls
Sell products
Conduct surveys
Provide 24/7 support

Creating Your Agent

1Navigate to 'Agent Design' page
2Click 'Create Agent' button
3Fill in all necessary fields (name, description)
4Define the agent's role (sales, support, survey, etc.)
5Add behavior guidelines (optional but recommended)
6Set up your customized greeting message
7Add your company knowledge base (PDFs, Word docs, text)
8Select skills and tools (or create custom ones)
9Choose the best AI model for your needs
10Optionally purchase and bind a phone number
11Save your agent
12Test your agent using the provided links
Agent Creation Form
Agent creation form - Configure your AI assistant (Click to enlarge)

Voice Settings

  • • 6 different voices available
  • • More voices coming soon
  • • Voice preview feature in development
  • • Speed/pitch adjustment coming soon

Knowledge Base

  • • Upload PDF documents ✓
  • • Upload Word documents ✓
  • • Paste text directly ✓
  • • Text files supported ✓
3

Make Your First Test Call

Testing Your Agent

After saving your agent, you can immediately test it:

Go to your agent configuration page
Click 'Share & Test' section
Find 'Agent Access Hub' section
Click the provided test links to access your agent
Test via voice call or text chat
Review call recordings and transcripts

What to Test

Voice quality and clarity
Response accuracy
Knowledge base retrieval
Greeting message
Appointment booking (if enabled)
Call transfer (if enabled)
Interruption handling
Edge cases and errors
4

Get a Phone Number (Optional)

Why Get a Phone Number?

A phone number allows customers to call your AI agent directly. You can:

  • Get a new number from RingBot
  • Choose from local, toll-free, or mobile numbers
  • Select your lucky number
  • Use multiple numbers for different agents

Getting a New Number

1Go to 'Phone Numbers' section in your dashboard
2Click 'Get a Number'
3Choose your country (most countries available)
4Select your preferred number type (Local/Toll-free/Mobile)
5Choose your lucky number from available options
6Complete purchase (monthly subscription, cancel anytime)
Phone Number Assignment
Bind phone number to your agent with one click (Click to enlarge)

Pricing

  • • Varies by country and number type
  • • Monthly subscription model
  • • No setup fees
  • • Cancel anytime

Number Assignment

  • • One number per agent (1:1 relation)
  • • One agent per number (1:1 relation)
  • • One-click binding in agent config
  • • Test by dialing after save

Note: Number porting is not currently supported. Business profile may be required for certain countries.

5

Go Live

Final Checklist

Agent personality is set correctly
Knowledge base is complete
Phone number is connected (if needed)
Test calls are successful
Capabilities are configured
Greeting message is finalized

Your Agent is Live!

Good news! Your agent goes live immediately after you save it. There's no separate activation step needed.

Instant Activation
Once you click 'Save Agent', it's ready to handle calls and chats immediately
Share & Embed
Use the provided links to share your agent or embed it on your website with just one line of code

Embed on Your Website

Add your AI agent to any website with a simple embed code:

  1. 1. Go to your agent configuration page
  2. 2. Find the 'Share & Test' section
  3. 3. Copy the embed code
  4. 4. Paste it into your website's HTML
  5. 5. Your agent is now live on your site!

Next Steps

Advanced Features to Explore

Custom Workflows

Available

Create complex call flows

Explore

Analytics & Reporting

Available

Track performance metrics

Explore

Team Management

Business Profile Required

Add team members

Explore

CRM Integration

Coming Soon

Connect to Salesforce, HubSpot

Calendar Integration

Coming Soon

Automate appointment booking

Advanced Skills

Available

Custom tools and capabilities

Explore

Getting Help

Need assistance? We're here to help:

Documentation
Browse our guides
Email Support
[email protected]

Ready to Get Started?

Create your AI agent in minutes and start transforming your customer communication today.

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