• First Steps on the Platform
  1. Go to the login terminal to create your Rounded account. Sign up with your email or with your Google account.
  1. Once on the platform, you have two options:

    • Start with an existing template (recommended if you are new)

    • Start from scratch

  1. Let’s start with a template: Lab Reception.

  2. Unless you are specifically looking for a reception agent for your lab, adapt the template by modifying the procedures accordingly.

  3. Test Your Agent!

  • Step 1 : Tap on the chat bubble in the top-right corner of the screen (highlighted in red in the screenshot below).
  • Step 2 : Click on the black “Start test” button (highlighted in blue in the screenshot below).
  1. Once satisfied with the behavior, deploy your agent!
  1. Associate Your Agent with a Phone Number

    • Go to the ‘Phone Numbers’ tab (highlighted in red in the screen below) > Add Phone Number (highlighted in blue in the screen below)
  • Select your agent under ‘Inbound Call Agent’ > Save
Image describing how to associate an agent with a phone number
  1. Dial Your New Number

Initially, you are limited to one phone number. Contact team@callrounded.com to obtain additional numbers.

Voilà! Your agent is live.