Getting Started
Follow this step-by-step guide to go from signup to live in under an hour. No developer required for the basics.
Sign Up for an Account
Head over to the signup page and create your account. Enter your business name, email address, and choose a secure password. You’ll receive a confirmation email—click the link to verify your account.
Pro tip:
Use your real business email. This is where we’ll send billing receipts, usage alerts, and important product updates.
Configure Your Chatbot
Once logged in, open the Chatbot page. Give your chatbot a name (e.g. “Front Desk Assistant”), upload a brand avatar, and write instructions for how it should respond. Add your business hours, location, and services so the AI can answer customer questions accurately.
Need detailed guidance? See Configure Your Chatbot.
Connect Your Phone Number
Go to Settings → Phone. You can either purchase a new number directly through Elevate Prospect or forward your existing business number. Purchasing a new number takes about 60 seconds. Number forwarding requires setup with your current carrier—see Phone Number Forwarding for carrier-specific instructions.
Send Your First Test SMS
Once your number is active, navigate to Inbox and click New Message. Enter your own cell phone number and type a short test message. Hit send—you should receive it within seconds. This confirms your SMS pipeline is working correctly.
Test checklist:
- check Outgoing SMS delivered
- check Reply appears in Inbox
- check Timestamps are correct
Go Live
Enable the features you need—missed-call auto-text, review automation, and appointment booking—from your Settings dashboard. Embed the chatbot widget on your website following the Embed Your Chatbot guide. Once everything is configured, flip the Go Live toggle and you’re ready to start engaging customers.
On the Amp plan, our Done-for-You Setup team can handle steps 2–5 for you—just provide your business details and we’ll have you live within hours.
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