🎉 CharlieAI Best Practices: Rock Your Reception Game!

Welcome to the world of CharlieAI—your 24/7, never-sleeps, always-charming AI Receptionist! Whether you're just getting started or looking to fine-tune how Charlie handles your front desk, we’ve got your back with some best practices to keep everything running like clockwork. ⏰✨

🚀 Getting Started: Let’s Power Up Charlie!

Before Charlie can take the reins:

Login at: app.getaloha.com
Use your username and password (found in the follow up e-mail from Onboarding Specialist).
Forward your office line to Charlie’s number:
- Most phone providers can help you set this up—just give them a ring!
- Dial *72 + Charlie’s Number to turn it on anytime a call comes in.
- Dial *73 + Charlie’s Number to turn it on whenever an incoming call is not picked up after 3-6 rings.
Want to turn it off? Dial *73 and Charlie takes a break.

📞 Checking In With Charlie

Charlie handles a ton of stuff, but it’s still good to check in:

Morning check = magic. Review the Call Log daily or whenever you disable Charlie.
You can listen to recorded calls to catch any follow-ups.
Use the Dashboard to find reports, charts, and call volume

🛠️ What Charlie Can Do (And Does Really Well)

Charlie’s got some serious skills:

📅 Schedules, confirms, and reschedules appointments like a pro.
❓Answers FAQs like “What are your hours?” or “Where are you located?”
🎤 Captures voicemails when a caller needs to speak with a staff memeber—so you never miss an important message!
🤖 Customize Charlie in the Settings on app.getaloha.com
📱 Sends a follow-up text through the answering service
📞 Notifies your staff about any voicemails left in the Conversations page and Mission Control

💬 We’re All Ears—Seriously!

We want Charlie to be awesome for you, so feedback is a big deal:

Click the Chat Bubble at the bottom right of the Aloha website for live support.
Give feedback on specific calls right inside the app:
- Click a Call > Share Feedback > “Handled Great” or “Needs Work” > Add comments > Submit 🚀

This goes directly to our developers—yes, the actual humans building Charlie!

📌 Things Not In Aloha Yet

For now, continue using the Review Wave platform for:

Managing day-to-day stuff in Mission Control (think intake forms, birthdays, and leads)
Responding to reviews 💬
Editing scheduling or campaign settings

Now go forth and let your AI Receptionist do the heavy lifting while you focus on what you do best!