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Documentation

Complete guide to setting up and using BoltCall

Written by the Boltcall Team · Last updated April 8, 2026

Quick Setup Guide

Get your AI assistant up and running in minutes

1

Create your BoltCall account

2

Connect your phone number

3

Set up your business information

4

Configure your AI assistant

5

Test your setup

Account Setup

Complete your profile and business details

1

Add your business name and description

2

Upload your logo and branding

3

Set your business hours

4

Configure your service offerings

5

Add your contact information

Phone System Integration

Connect your existing phone system

1

Choose your phone provider (Twilio, Vonage, etc.)

2

Configure your phone number

3

Set up call routing

4

Test incoming and outgoing calls

5

Enable call recording and transcription

Calendar Integration

Sync with your calendar system

1

Connect Google Calendar or Outlook

2

Set your availability

3

Configure appointment types

4

Set up automatic booking

5

Test booking flow

SMS Integration

Enable SMS messaging capabilities

1

Connect Twilio or Vonage SMS

2

Configure message templates

3

Set up two-way messaging

4

Enable delivery receipts

5

Test SMS functionality

WhatsApp Integration

Connect WhatsApp Business API

1

Apply for WhatsApp Business API

2

Complete verification process

3

Configure webhook endpoints

4

Set up message templates

5

Test WhatsApp messaging

AI Receptionist Setup

Configure your AI assistant

1

Choose your AI voice and personality

2

Set up greeting messages

3

Configure conversation flow

4

Add qualification questions

5

Test AI responses

Voice Customization

Customize your AI voice

1

Select from available voices

2

Preview voice samples

3

Configure speaking rate and tone

4

Set up custom greetings

5

Test voice quality

Conversation Intelligence

Set up smart conversation handling

1

Configure intent recognition

2

Set up conversation branching

3

Add qualification criteria

4

Configure appointment booking

5

Test conversation flow

Reminders

Automate appointment reminders and reduce no-shows

1

Connect your calendar and booking source

2

Set reminder timing rules (24h, 2h, same-day)

3

Create SMS and email reminder templates

4

Enable confirmation and reschedule links

5

Track reminder delivery and response rates

Reputation Manager

Collect reviews and protect your online reputation

1

Enable post-appointment review requests

2

Set positive-review routing to Google profile

3

Add private feedback flow for low ratings

4

Automate follow-ups for unanswered requests

5

Monitor review performance in dashboard reports

Ad Response Automation

Automatically respond to ad inquiries

1

Connect your ad platforms (Facebook, Google)

2

Set up webhook endpoints

3

Configure response templates

4

Enable instant qualification

5

Test response system

Lead Qualification

Automatically qualify leads

1

Set qualification criteria

2

Configure scoring system

3

Set up follow-up sequences

4

Enable appointment booking

5

Test qualification flow

Multi-Channel Response

Respond across all channels

1

Configure phone responses

2

Set up SMS responses

3

Enable email responses

4

Configure WhatsApp responses

5

Test all channels

Analytics Overview

Monitor your AI assistant performance

1

View call volume and response times

2

Track lead conversion rates

3

Monitor appointment bookings

4

Analyze conversation transcripts

5

Export reports and data

Real-time Monitoring

Track live performance metrics

1

Monitor active calls

2

Track response times

3

View booking status

4

Monitor system health

5

Set up alerts and notifications

Notification Setup

Configure your notification preferences

1

Set up email notifications

2

Configure SMS alerts

3

Enable push notifications

4

Set notification schedules

5

Test notification delivery

Alert Configuration

Set up automated alerts

1

Configure new lead alerts

2

Set up missed call alerts

3

Enable booking confirmations

4

Configure system alerts

5

Test alert system

Common Issues

Solutions to frequent problems

1

Phone not receiving calls

2

SMS messages not sending

3

Calendar sync issues

4

AI responses not working

5

Integration connection problems

System Diagnostics

Check your system health

1

Run connection tests

2

Check API status

3

Verify webhook endpoints

4

Test all integrations

5

Review error logs

TL;DR

Boltcall is an AI receptionist platform for local businesses. Set up your account in minutes, connect your phone system (Twilio, Vonage), sync your calendar (Google Calendar, Outlook), configure your AI voice and conversation flow, and start capturing leads 24/7. Boltcall handles calls, SMS, WhatsApp, appointment booking, lead qualification, and automated follow-ups — all from one dashboard.

Frequently Asked Questions

How do I integrate Boltcall with my website?

Connect your phone number, set up your business info, configure your AI assistant, and test the setup. Boltcall integrates with Twilio, Vonage, Google Calendar, Outlook, and WhatsApp.

What integrations does Boltcall support?

Boltcall supports phone system integration (Twilio, Vonage), calendar sync (Google Calendar, Outlook), SMS messaging, and WhatsApp Business API.

How do I customize the AI receptionist voice?

Select from available voices, preview samples, configure speaking rate and tone, set up custom greetings, and test voice quality — all from the dashboard.

What AI features are available?

AI receptionist setup, voice customization, conversation intelligence with intent recognition, conversation branching, lead qualification, and automatic appointment booking.

Expert Insights

"The best APIs are those that enable developers to build features in minutes, not weeks — and the best documentation makes the difference."

Stripe Engineering Blog

API Design & Developer Experience

"Voice AI integration used to take months. Today, with the right API and clear documentation, developers can have a working AI receptionist in a single afternoon."

Twilio Developer Relations

Voice API & Communications Platform

"Every API endpoint in Boltcall is designed with local business outcomes in mind — not just data transfer, but real workflows that capture leads and book appointments automatically."

Boltcall Engineering

Core Platform Team

API Integration vs. Managed Setup

Deciding between a direct API integration and a managed onboarding? Here's what to consider.

Pros of API Integration

  • +Custom workflows tailored to your business
  • +Full control over data and logic
  • +Fits your existing tech stack
  • +No manual data entry required
  • +Scales automatically with call volume
  • +Real-time data sync across systems

Cons of API Integration

  • Requires developer time and expertise
  • Initial setup can be complex
  • Ongoing maintenance responsibility
  • Potential for configuration errors
  • API rate limits apply to all tiers
  • Testing required before going live

Plans & API Access

Every Boltcall plan includes API access. Here's how they compare.

PlanAPI AccessCalls/MonthWebhooksSupport
StarterFull REST API500YesEmail
ProFull REST API + Retell2,000Yes + real-timePriority
EliteFull API + customUnlimitedFullDedicated
Free trialRead-only50NoCommunity

Further Reading & References

Need Help?

Can't find what you're looking for? Our support team is here to help you get the most out of BoltCall.

Additional Page Context

This page is part of Boltcall's public resource library for AI receptionist implementation, lead response optimization, and customer communication automation. Content is written for local business operators who need practical, fast-to-apply guidance across calls, forms, booking flows, and follow-up systems.

Boltcall content focuses on measurable business outcomes: faster response times, reduced missed opportunities, more reliable customer handling, and clearer operational workflows. Where relevant, pages include comparisons, implementation trade-offs, and examples to help teams choose tools and processes that fit their business model.

To keep information useful for both users and AI-assisted search experiences, pages are periodically reviewed for clarity, updated language, and coverage of common objections. Supporting references and structured metadata are used where appropriate to improve discoverability and answer quality.