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Live in 15 minutes

This is real setup on a real phone number. By the end of this page your AI is taking calls, booking appointments into your calendar, writing transcripts back to your inbox, and ready to source net-new prospects and enrich every record the moment you turn those on.

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What you will have when you are done

• A working phone number with the voice agent picking up 24/7
• Meetings booked into the right rep’s calendar in real time
• Notifications routed to you when intent spikes or a human is needed
• Transcripts, recordings, and summaries written to your CRM for every conversation

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What to grab before you start

• Your business basics: company name, what you sell, your ICP, who you book meetings for
• Access to your calendar (Google, Outlook, or Apple)
• Your CRM credentials if you’re connecting HubSpot, LeadConnector, or Zoho
• A payment method. The trial starts at $20 and includes a phone number, $10 in voice credit, and full access. See Pricing for the full picture.

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Step 1: Sign up and pick a path

Head to app.revdesk.com/signup and create your account. We will ask how you want to start. Full breakdown on the Pricing page.

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Step 2: Tell us about your business

You will fill out:

• Your name. What callers will hear if the AI introduces you.
• Industry. Pick the closest match (SaaS, legal, financial services, healthcare, real estate, e-commerce, and so on).
• Website. Optional. If you provide it we pull context from it.
• Business name. Automatically becomes your team URL (yourbusiness.revdesk.com).

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Step 3: Pick your phone number

Choose the area code you want your AI number to come from. The picker checks availability in real time. Most US area codes have stock available immediately. If you already have a business number you want to use, you have two options once you are live:

• Forward. Point your existing carrier at your new RevDesk number. Reversible in seconds.
• Port. Bring your number to RevDesk entirely (2 to 10 business days).

Start with a new RevDesk number so you can test without disrupting your current line.

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Step 4: Pay to activate

Enter your payment details. On the $20 trial that is all you owe today: $10 covers your phone number for the first month and $10 lands as voice credit. On a plan you will review your selected tier plus any add-ons (Smart Dispatch, DNC scrubbing, HIPAA compliance, White Glove setup) before confirming. Once payment confirms, your AI is live on the number you picked.

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Step 5: Connect your calendar

So the AI can read availability and book appointments without conflict. The AI only reads free and busy windows. It does not read event titles, descriptions, or attendees.

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Step 6: Add your business info

Your AI uses this information to handle real conversations.

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Step 7: Test it

Call your new number from your phone. Have an actual conversation. Try to book yourself an appointment. Try a question you expect to be hard.

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What happens next

• Inbound calls are answered and handled by the AI
• Booked appointments appear on your calendar in real time
• Notifications route to you via email, SMS, or Slack
• Transcripts and recordings are saved to your dashboard

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Step 8: Turn on sourcing or enrichment (optional)

If outbound is part of your motion, turn on sourcing to start receiving a fresh weekly list of ICP-matched accounts. If your CRM has missing fields or you want unknown inbound callers identified, turn on enrichment.

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Reviewing your first real calls

After your first few live calls, open the Inbox and skim the transcripts.

1. How did the AI handle each conversation?
2. Were there questions it could not answer? Add them to your business info.
3. Were there edge cases? Adjust your settings.

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Next steps

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Stuck?