Quick Start Guide

Get your TawkBase AI receptionist up and running in 10 minutes.

Step 1: Create Your Account

Visit app.tawkbase.ai and sign up with:

• Email and password
• Google account
• Microsoft account

Verify your email and complete the onboarding wizard.

Step 2: Create Your Organization

Organizations let you manage multiple businesses separately. Each gets its own AI agent.

1. Click “Create Organization”
2. Enter your organization name (e.g., “Downtown Salon”)
3. Click Create

Step 3: Get a Phone Number

Your AI receptionist needs a phone number to receive calls.

Option A: Get a New Number

1. Go to Phone Number in the menu
2. Click “Search for a Number”
3. Enter your area code or city
4. Select and purchase your preferred number

Option B: Forward Your Existing Number

1. Note your TawkBase number from the dashboard
2. Contact your phone provider to forward calls to your TawkBase number

Step 4: Add Business Information

Help your AI agent represent your business accurately.

1. Go to Business Information
2. Fill in:
   • Business name and description
   • Business hours
   • Address and contact info
   • Services you offer
3. Click Save

Step 5: Train Your Agent

Teach your AI receptionist about your business.

1. Go to Voice Receptionist
2. Enter your website URL (we’ll extract information automatically)
3. Add custom knowledge:
   • Common questions and answers
   • Pricing information
   • Special instructions
4. Choose a voice (male or female)
5. Set a custom greeting

Step 6: Configure Google Calendar (Optional)

Enable automatic appointment booking.

1. Go to Integrations
2. Click Connect next to Google Calendar
3. Sign in with your Google account
4. Grant calendar access
5. Select which calendar to use for bookings

Your AI agent can now check availability and book appointments automatically!

Step 7: Test Your Agent

Make sure everything works before going live.

1. Call your TawkBase number
2. Test different scenarios:
   • Ask about business hours
   • Request to book an appointment
   • Ask to speak with someone
3. Review the call in Call History
4. Adjust agent configuration if needed

Step 8: Go Live!

Your AI receptionist is ready to handle calls.

• Calls are answered automatically 24/7
• View call history and transcripts in the dashboard
• Receive notifications for important calls
• Monitor performance and make adjustments

What’s Next?

Frequently Asked Questions

How much does it cost?
TawkBase starts at $99/month for unlimited calls. Phone numbers are included at no extra cost. See Billing & Pricing for details.

Can I use my existing phone number?
Yes! You can forward your existing number to your TawkBase number. Your customers will call your regular number, and TawkBase will answer.

What if the AI can’t answer a question?
Your AI agent can transfer calls to you or a team member. You can also configure it to take a message and notify you.

Can I have multiple locations?
Yes! Create separate organizations for each location. Each gets its own phone number and AI agent.

Is there a free trial?
Yes! Start with a 14-day free trial. No credit card required.

How do I cancel?
You can cancel anytime from the Billing section. No cancellation fees.