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Setup walkthroughs, integration guides, billing answers, and the occasional late-night troubleshooting note. Search or pick a category.

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By topic

Seven categories to get you live.

  • Getting started

    Onboarding, forwarding your line, your first booked call.

    22 articles →

  • Configuring Sarah

    Scripts, voices, hours, on-call routing, custom phrases.

    • Editing the intake script→
    • Switching her voice→
    • Setting quiet hours→
    31 articles →

  • Integrations

    Connect ServiceTitan, Jobber, Stripe, QuickBooks, and 38 more.

    • ServiceTitan two-way sync→
    • Google Calendar setup→
    • Stripe invoicing from Sarah→
    38 articles →

  • Calls & transcripts

    Transcripts, search, deletion, exports.

    • Finding a specific call→
    • Fixing a transcript→
    • Deleting a transcript→
    19 articles →

  • Reporting & ROI

    Monday digest, dashboards, exports, ROI calculator.

    • Reading the Monday digest→
    • Exporting to CSV / QuickBooks→
    • Understanding your ROI multiple→
    16 articles →

  • Account & billing

    Plans, invoices, payment methods, cancellations, tax IDs.

    • Switching plans (up or down)→
    • Cancelling and what happens to your data→
    • Updating your payment method→
    24 articles →

  • Troubleshooting

    Forwarding hiccups, sync errors, missed recaps, bad transcripts.

    • Sarah isn't picking up→
    • My CRM isn't syncing→
    • A recap didn't reach my phone→
    21 articles →

The step-by-step guides.

Click through to follow along. Each walkthrough is screenshot-by-screenshot, with the gotchas called out.

  • ServiceTitanField-service CRM

    Connect once, map intake fields, then watch Sarah's bookings land as work orders in the right business unit.

    ↔ Two-way7 minRead
  • Google CalendarCalendar

    Two-way sync on per-tech calendars. Reads availability, writes events, respects drive-time buffers.

    ↔ Two-way4 minRead
  • JobberField-service CRM

    Install via the Jobber App Marketplace. Bookings post as requests with full intake attached.

    ↔ Two-way5 minRead
  • StripePayments

    Pre-invoice booked jobs through Stripe Connect. Pick product + tax behavior, test, you're live.

    → Push3 minRead
  • QuickBooks OnlineAccounting

    Map customers + accounts + invoice trigger. Sarah pushes invoices on booked, completed, or paid.

    → Push4 minRead
  • SlackComms

    Pick channels for recaps and escalations. Test post arrives in under 5 seconds.

    → Push2 minRead
+ 12 more integrations: CompanyCam, Acculynx, Housecall Pro, Salesforce, HubSpot, Square, n8n, Zapier, Make, REST API, Webhooks, Twilio.Full integration catalog →

Tech explainers.

For the curious. Plain-language deep dives into the systems that make Sarah work.

  • Voice

    How Sarah hears through bad reception.

    Speech recognition, noise gating, and the way she catches the address even when the caller is in a stairwell. ~8 minutes to read.

    Read the explainer →
  • Routing

    How on-call paging decides who to dial.

    Rotation rules, SMS-first fallbacks, the 2-minute escalation window, and what happens when nobody picks up.

    Read the explainer →
  • Data

    Where your transcripts actually live.

    Where your transcripts and recaps live, and exactly what gets deleted when you press the button.

    Read the explainer →
  • Sync

    Why two-way sync doesn't fight your CRM.

    Last-write-wins, conflict reconciliation, and the 5-minute window where Sarah waits before pushing an edit back.

    Read the explainer →
  • ML

    How Sarah learns your business.

    Brand voice training, intake-script tuning, and the feedback loop that re-trains her when you flag a bad turn.

    Read the explainer →
  • Telephony

    The *72 forwarding code, demystified.

    What conditional vs. unconditional forwarding is, why it sometimes doesn't take, and how to confirm it's live.

    Read the explainer →

The top questions we hear.

If the answer isn't here, search above or email us. Same-day reply on weekdays.

  • How do I forward my office line to Sarah?

    On most carriers: pick up your office handset, dial *72, then dial the Ansa number we assigned you. Wait for the confirmation tone. To verify, call your office line from your cell, and Sarah should pick up.

    If your carrier uses a different code or you're on a hosted PBX (RingCentral, 8x8, Dialpad, etc.), see our carrier-by-carrier forwarding guide, which covers 22 systems.

  • Can I change what Sarah says during a call?

    Yes, the entire intake script is editable in the dashboard under Configure → Script. Changes go live within 5 minutes; you'll get a confirmation email when she's running the new version.

    For major changes (new urgency tiers, new intake fields), we recommend a 15-min call with our team to keep close-rates from dropping.

  • What happens if I cancel my plan?

    Cancellation takes effect at the end of your current billing period. Sarah keeps answering until then. Your data (transcripts, recaps, exports) stays available in your dashboard for 90 days after cancellation, in case you change your mind or need to extract anything.

    After 90 days, all data is permanently deleted from active storage and removed from backups within 30 more days, per our data retention policy.

  • Does Sarah support languages other than English & Spanish?

    Today: English and Spanish, with mid-call switching. French & Vietnamese are on the Q4 2026 roadmap, driven by customer demand in Quebec, Louisiana, and California vet clinics.

  • Why didn't a recap reach my phone?

    The most common cause is carrier-side SMS filtering, especially for high-volume A2P traffic on T-Mobile and Verizon. Check Settings → Notifications first: is your number verified and the recap toggle on?

    If the answer is yes, run our SMS deliverability tester; it sends a test recap and tells you exactly where it stopped if it didn't arrive.

  • Can I export all my data?

    Yes, Settings → Export creates a zip with every transcript, recap, booking, and customer record as CSV files. Large exports take up to 24 hours; you'll get an email when it's ready, and the download link is valid for 7 days.

Still stuck?

We answer support email within 4 hours on weekdays, same-day on weekends. Critical issues get a phone call within 30 minutes.

SLA · 4 hours / 30 min critical