Help & FAQ
Getting started
How long does setup take?
The setup wizard takes about 5–10 minutes. After you finish, we configure your AI agent using the information you provided — it's live within one business day, and you'll get a confirmation email when it's ready.
Can I change my answers after setup?
Yes. Everything you enter during setup can be changed anytime from your account page — business info and greeting under General, documents under Knowledge Base, connections under Channels & CRM.
Do I need any technical skills?
No. Phone forwarding is a two-minute change in your carrier settings (we give you the exact number to use), and the web chat widget is one line you paste into your website — or send it to whoever manages your site.
Phone & voice
How does InBoundly answer my calls?
You forward your existing business number to a forwarding number we give you. Your customers keep calling the same number they always have — InBoundly answers, greets them with your custom greeting, answers questions from your knowledge base, captures their contact details, and can book appointments.
Can I get a dedicated phone number instead?
Yes. If you'd rather not forward your existing line, you can add a dedicated InBoundly number for $15/month from Channels & CRM in your account. Calls to it ring straight to your AI, no forwarding needed.
What happens with emergencies?
You define emergency trigger phrases for your industry (like "burst pipe" or "no heat"). When a caller uses one, InBoundly escalates immediately and alerts your on-call contact by call or text — configured under Routing & Alerts (Pro and Enterprise).
Web chat
How do I add chat to my website?
Basic and higher plans include the web chat widget. In your account under Channels & CRM, copy the one-line embed code and paste it before the </body> tag on your site. The chat agent uses the same knowledge base and lead capture as your phone agent.
Knowledge base
What should I upload?
Anything your AI should answer from: service menus, pricing sheets, FAQs, listings, policies. PDF, Word, Excel, or plain text, up to 10MB per file. You can also add quick text snippets directly — great for one-off answers like your service area or cancellation policy.
How many documents can I upload?
Starter includes 1 document, Basic up to 3, and Pro and Enterprise are unlimited. Pro and Enterprise can also connect live sources like Google Drive, OneDrive, Dropbox, and Airtable so your knowledge base stays in sync automatically.
CRM & leads
Where do my leads go?
Every plan emails or texts you each captured lead. On Basic and above, InBoundly can also write leads directly into your CRM — options tailored to your industry (for example ServiceTitan, Jobber, or Housecall Pro for home services; Follow Up Boss or kvCORE for real estate; HubSpot for anyone). We only ever write new leads, we never read your existing data.
Can InBoundly capture leads from Zillow, Angi, and similar sites?
Not yet — external lead source capture is on our roadmap. When it ships, each source will get its own forwarding email that routes leads straight into InBoundly and your CRM. Today InBoundly answers your phone line and website chat.
Scheduling
Can the AI book appointments?
Yes. Connect your scheduler (Google Calendar, Cal.com, Calendly, Acuity, and more) under Channels & CRM, and the agent can offer available times and book directly during the call or chat. If your scheduler only supports booking links, the agent shares your link instead.
Plans & billing
What do the plans cost?
Starter is $79/mo (voice only), Basic $149/mo (adds web chat and CRM syncing), Pro $299/mo (adds unlimited knowledge base, lead sources, routing and alerts), and Enterprise $750/mo (adds teams, custom integrations, and all add-ons included). Annual billing saves two months. Full details on the pricing page.
Can I change or cancel my plan?
Anytime. Upgrade or downgrade from Plan & Add-ons in your account — changes take effect on your next billing cycle. Cancel from the Payments tab; your agent keeps running until the end of the period you've paid for. New customers are covered by our 30-day satisfaction guarantee — see the refund policy.
How do I update my card or see invoices?
Under Payments, click "Update payment method and view invoices" to open the secure Stripe billing portal. We never see or store your card details.
Support
How do I get help or report a problem?
The fastest way is the chat bubble on any page — it knows your industry and setup. You can also use the Support tab in your account or the "Report an issue" button to send a bug report straight to our team.
How do I sign out?
Click your avatar in the top-right corner of your account page and choose Sign out.