User guide

In this guide, you'll learn how to set up your Callbook.ai account, create an AI assistant for basic tasks, and test its behavior. You'll also discover how to connect your assistant to Zoho CRM by configuring a workflow that automatically calls customers when triggered. At the end of each call, the assistant will save all relevant information directly into Zoho CRM fields.

Introduction

Currently, there’s no self-service option to create an account with Callbook.ai. To get started, you’ll need to schedule a meeting with one of our team members. This allows us to understand your specific use case and help ensure your success. After the meeting, setting up your account usually takes less than 24 hours.

Before account activation, you’ll need to decide whether to use a phone number provided by us or connect your own Twilio number, which requires sharing your Twilio access tokens.

Once these details are confirmed, we’ll email you a link to start using Callbook.ai and connect it to your business.