How do I get started with Sophiie?

Your Sophiie account is ready to go. As soon as you've made a payment, you have a dedicated phone number, your website has been scraped, and your Sophiie agent is ready to use. You can test her right away — just call your Sophiie number (find it under Settings > Phone in your dashboard).

Steps

1. Log in to your dashboard. Go to app.sophiie.ai and sign in with the email you used to sign up.

1. Go live. Forward your business phone number to your Sophiie phone number. You can find your Sophiie number under Settings > Phone. Your phone provider can help you set up forwarding if needed. See "How do I go live with Sophiie?" for a step-by-step guide.

1. Review and refine your modules (optional). Sophiie is already trained from your website, but you can fine-tune her further. Go to Train Sophiie and review the modules that make the biggest impact on how Sophiie performs:

• Business Information — your business name, address, and trading hours
• Services — what your business offers
• Products — your products and pricing
• Frequently Asked Questions — common questions your customers ask
• Scenarios — specific call types that don't involve booking a service, such as bill payments, job application enquiries, or cancellation requests. See How do I set up scenarios in Sophiie? for a detailed guide.

Here's what to fill in for each module:

• Business Information — Your business name, address, and trading hours.
• Services — Each service has a name, description, follow-up questions (one per line), and average service duration. Tip: keep descriptions clear and accurate — Sophie uses them to talk about your services. See "How to Add Services in Sophiie" for a detailed guide.
• Products — Each product has a name and description. Fill in what you can — not all fields are required. See "How to Add Products in Sophiie" for a detailed guide.
• FAQs — Write a clear question and an accurate answer. Sophie uses these to respond to common customer questions. The more FAQs you add, the better Sophie handles enquiries.
• Scenarios — Each scenario has a name, description (when it should trigger), an AI Response (what Sophie says first), and follow-up questions. See "How do I set up scenarios in Sophiie?" for a detailed guide.

Have a quick look at the content in each module. If you're happy with the wording, you're good to go.

Book your onboarding session

You've been allocated an onboarding specialist who can walk you through the setup and answer any questions. Book a time with them to get the most out of Sophiie from day one.

If you're not sure who your onboarding specialist is, let us know and we'll connect you.

Need help sooner? You can contact our support team anytime at support@sophiie.ai or via the chat on your dashboard.

Common Questions

What's the difference between Services and Scenarios?

Services are the tasks or offerings your business provides (e.g. "Haircut," "Plumbing Consultation," "Tax Return"). Scenarios are situational call types (e.g. "Complaint," "After-hours enquiry," "Payment question"). Services describe what you do; scenarios describe how Sophiie should handle specific situations.

Do I need to set everything up myself?

Your onboarding session covers the initial setup with our team. After that, you can make changes anytime from your dashboard. You can also talk to our internal agent directly from your dashboard — she can help answer questions and guide you through the setup process.

If you're not comfortable using the dashboard, our support team can run a building session with you to get everything configured.

How long does setup take?

Most businesses are up and running quickly. The main time investment is reviewing your services, FAQs, and scenarios — the more detail you provide, the better Sophiie will perform.

Need More Help?

If you're stuck at any point during setup, let us know or book a support session. Our team can also make configuration changes on your behalf if needed.