Getting Started

Getting your first genie set up in Sync takes a few minutes.

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1. Your Voice account is linked automatically

Sync works alongside Help Genie Voice — the two are connected automatically, with no API key or manual setup required. As soon as you sign in to Sync, your Voice genies appear ready to configure.

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2. Walk through the setup wizard

The first time you sign in, Sync walks you through five short steps:

1. Welcome — a quick tour of the before/during/after model.
2. Connect — one-click connect to common tools like HubSpot, Slack, and Google Calendar, or browse the full catalog of supported apps.
3. Pick a genie — choose which of your Voice genies you’re configuring.
4. Capabilities — turn on the abilities you want your genie to have (for example, checking order status, or posting a recap to Slack after each call).
5. Launch — a quick recap of everything you’ve turned on, then you’re in.

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3. You’re set up — now what?

From here, everything lives on your genie’s page, organized by Before, During, and After tabs. Start with whichever part matters most to you:

• Want your genie to know more? Start with Knowledge Sync.
• Want it to look things up live? Start with Capabilities.
• Want something to happen after every call? Start with Post-Call Actions.

You can always revisit connections, capabilities, and knowledge sources later — nothing in the wizard is a one-time decision.