> ## Documentation Index
> Fetch the complete documentation index at: https://boltcall.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> A detailed walkthrough of the Boltcall setup wizard and what happens after you launch.

After you create your account, Boltcall walks you through a three-step wizard to configure your AI receptionist. The whole process takes under two minutes.

<Note>
  Your AI agent is auto-configured based on the industry you select. You don't need to write scripts, record greetings, or configure call flows manually — Boltcall handles that for you.
</Note>

## The setup wizard

<Steps>
  <Step title="Personal profile">
    The first step collects your personal details so Boltcall can associate your account with the right workspace.

    | Field      | Required | Notes                                                |
    | ---------- | -------- | ---------------------------------------------------- |
    | Full name  | Yes      | Your name as the account owner                       |
    | Work email | Yes      | The email address for your Boltcall account          |
    | Country    | Yes      | Used to assign a local phone number and set defaults |

    Click **Next** once all fields are filled in.
  </Step>

  <Step title="Business profile">
    The second step tells Boltcall about your business. This information is used to configure your AI receptionist's knowledge base and conversation style.

    | Field         | Required | Notes                                                                                 |
    | ------------- | -------- | ------------------------------------------------------------------------------------- |
    | Business name | Yes      | How your AI receptionist will greet callers (e.g., "Thanks for calling Smith Dental") |
    | Industry      | Yes      | Determines the AI agent template and default knowledge base                           |

    **Supported industries:**

    Dentist, Med Spa, Plumber, HVAC, Legal, Salon, Fitness, Restaurant, Retail, Real Estate, Healthcare, Construction, Roofing, Education, Technology, and Other.

    <Tip>
      Choose the industry that most closely matches your business. Even if your exact niche isn't listed, selecting a similar category gives the AI a strong starting point. You can refine the knowledge base from your dashboard after launch.
    </Tip>

    Click **Next** once you've entered your business name and selected your industry.
  </Step>

  <Step title="Review & launch">
    The final step shows a summary of your personal and business profile for you to confirm.

    You'll see:

    * Your name, email, and country
    * Your business name and industry

    If anything looks wrong, click **Back** to edit the previous steps.

    When you're ready, click **Launch**. Your AI receptionist goes live immediately.

    <Warning>
      Once you click Launch, your AI receptionist is active and will start answering calls to your Boltcall number. Make sure your business name is spelled correctly before launching.
    </Warning>
  </Step>
</Steps>

## What happens after launch

When you click **Launch**, Boltcall runs the following in the background:

1. **Workspace created** — A workspace is initialized under your account to store all your business data, agents, and leads.
2. **AI receptionist agent configured** — A primary inbound agent named `[Your Business] AI Receptionist` is created and pre-configured for your industry.
3. **Follow-up agent created** — A second agent named `[Your Business] Follow-Up Agent` is created to re-engage leads who haven't booked yet.
4. **Knowledge base initialized** — A knowledge base folder is created and linked to both agents. It's pre-populated with defaults for your industry.
5. **Phone number assigned** — A local phone number is assigned to your account based on your country.
6. **Dashboard ready** — You're redirected to your dashboard where you can see everything in one place.

The whole process takes about 10 seconds. A progress screen shows you what's happening in real time.

## After the wizard

Once you're on the dashboard, here are the most useful places to go next:

* **[dashboard/agents](/dashboard/agents)** — View and configure your AI agents, adjust their voice, and set call transfer numbers.
* **[dashboard/knowledge-base](/dashboard/knowledge-base)** — Add your services, FAQs, policies, and any other information your AI should know.
* **[dashboard/phone-numbers](/dashboard/phone-numbers)** — See your assigned phone number and configure routing.
* **[dashboard/analytics](/dashboard/analytics)** — Track call volume, lead conversions, and agent performance.
* **[integrations/overview](/integrations/overview)** — Connect your CRM, calendar, or other tools.

<Info>
  Your AI receptionist is live as soon as setup completes. If you're not ready to take live calls yet, you can pause your agent from the [dashboard/agents](/dashboard/agents) page.
</Info>