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# Get Started with RingBot

> Get started with RingBot in minutes. Create your AI agent, configure knowledge base, and start handling calls automatically. Complete beginner's guide.

Source: https://ringbot.ai/docs/getting-started

---
## 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:

Creating your account

30 seconds with Google OAuth

Setting up your first agent

2-4 minutes

Making your first test call

1 minute

Getting a phone number (optional)

2 minutes

Going live

Immediately after save

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

## 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

Go to ringbot.ai/sign-up

Enter your email address and name

Create a password (or click 'Continue with Google')

Verify your email with the code sent to your inbox

You're in! Welcome to your dashboard

![RingBot Sign-up Form](/docimage/signupform.png)

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.

## 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

Navigate to 'Agent Design' page

Click 'Create Agent' button

Fill in all necessary fields (name, description)

Define the agent's role (sales, support, survey, etc.)

Add behavior guidelines (optional but recommended)

Set up your customized greeting message

Add your company knowledge base (PDFs, Word docs, text)

Select skills and tools (or create custom ones)

Choose the best AI model for your needs

Optionally purchase and bind a phone number

Save your agent

Test your agent using the provided links

![Agent Creation Form](/docimage/agentcreateform.png)

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 ✓

## 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

## 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

Go to 'Phone Numbers' section in your dashboard

Click 'Get a Number'

Choose your country (most countries available)

Select your preferred number type (Local/Toll-free/Mobile)

Choose your lucky number from available options

Complete purchase (monthly subscription, cancel anytime)

![Phone Number Assignment](/docimage/numberassign.png)

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.

## 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](https://ringbot.ai/dashboard/flow-designer)

#### Analytics & Reporting

Available

Track performance metrics

[Explore](https://ringbot.ai/dashboard/usage)

#### Team Management

Business Profile Required

Add team members

[Explore](https://ringbot.ai/dashboard/settings)

#### CRM Integration

Coming Soon

Connect to Salesforce, HubSpot

#### Calendar Integration

Coming Soon

Automate appointment booking

#### Advanced Skills

Available

Custom tools and capabilities

[Explore](https://ringbot.ai/dashboard/skills)

### Getting Help

Need assistance? We're here to help:

[

Documentation

Browse our guides

](https://ringbot.ai/docs)[

Email Support

support@ringbot.ai

](mailto:support@ringbot.ai)

## Ready to Get Started?

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

[Start for Free](https://ringbot.ai/sign-up)[Browse Documentation](https://ringbot.ai/docs)
