Help Center

What Is Call.io & How Does It Work?

The basics of Call.io: what it is, how it answers the calls coming in to your business, and how the assistant ends a conversation.

Business Account & Setup

Opening a business account, creating your business profile, and keeping the details on it up to date.

Service Setup & Cancellation

Forwarding your business line to the assistant, switching forwarding off, and what to do when you change operator.

Assistant Number

What the assistant number is, where you can share it, and what happens to the number when your subscription ends.

Call Answering & Routing

How the assistant greets your customers, which calls it forwards to you, and what happens to calls outside your business hours.

Rules & Memory

Defining number- and time-based rules, editing them, how rule priority works, and what the Memory screen does.

Q&A System

Setting up answers to the questions your customers ask most, editing those entries, and the limits that apply.

Appointments & Bookings

How the assistant takes appointments and bookings from customers, where you see the requests, and how cancellations work.

Custom Greeting & Closing

Writing what the assistant says at the start and end of a call, previewing it, and resetting to the default text.

Outbound Calls & Tasks

Having the assistant call your customers, scheduling a call for later, and which allowance outbound calls come out of.

Live Call Monitoring

Listening in live while the assistant speaks on your behalf, taking the call over, and ending it completely.

Calendar Integration

Connecting your business calendar to Call.io, which calendars are supported, and how to disconnect it.

Assistant Chat

Chatting with your assistant, how your chat history is kept, and the notifications you get when it replies.

Call Summary & Notifications

The call summary sent to your customer afterwards, and the situations in which Call.io notifies you.

Assistant Voice & Language

Choosing your assistant's voice, which calls that voice is used on, and changing the language of the app.

Call Records, Voicemails & History

Viewing the calls your assistant answered, reading the full transcript of a conversation, and listening to voicemails.

Spam & Unwanted Calls

How spam calls are handled, how to block a number outright, and what to do when a number is flagged by mistake.

Team & Multi-User

Using the account with more than one person or device, and routing calls to different people on your team.

Subscription, Pricing & Billing

What the Premium subscription covers, when you are charged, and how cancellation, refunds and invoicing work.

Token Balance & Purchase

What a token is, how many tokens a one-minute call uses, and what happens when your subscription limit runs out.

Free Usage & Premium

What you can and cannot do on a free account, your monthly trial allowance, and what changes when you go Premium.

Privacy & Data Security

How your conversations are stored, how customer information is protected, and how to have your data deleted.

Troubleshooting & Technical Issues

Steps to take when the assistant does not behave as expected, plus forwarding, operator and device issues.

Permissions & Support