What you set up yourself, in 5 minutes
Setup requires no technical skills, and there is nothing to install to get started: everything works in the browser. You can then add the Sayelo app to your phone's home screen or your computer's desktop, with “Install app”. Once your account is created, your agent guides you itself, in writing, on WhatsApp or with a form, as you prefer. Ready in 5 minutes for a first agent.
| Step | What you do | What you get |
|---|---|---|
| Company | In France, you give its name or SIRET; elsewhere, its VAT or company number and registered office address. Plus the name to say on the phone | In France, your business details found in the register, with nothing to type in |
| Website | You give your website address, or answer “We don't have a website” | A business profile written by the agent, for you to correct |
| Voice | You listen to the voices before choosing, and add background sound if you wish | A greeting that reflects your business |
| Greeting | You approve its greeting, then “Create my agent” | An agent that talks about your business, and nobody else's |
| Number | The agent's number is assigned when the trial starts, and you keep your own if you wish | An agent that picks up your calls |
Nothing is confirmed without your action or your “yes”, and you can go back over each step: you correct whatever needs correcting, nothing is set in stone. Next come the “Guided settings”, suggested one by one: instructions, opening hours, forwarding your line, transfers, closures, what it can answer, appointments, SMS, alerts and summaries. The calendar is connected in “What it does” → “Connected calendar”: Google Calendar, Outlook / Microsoft 365 or Cal.com.
For the number, there are three options. You keep your current number, as you prefer: by forwarding it to your agent or, in France, by porting it, on all plans. A new number is also included from the start of the trial, if you would rather start from scratch. Conditional call forwarding is the easiest to set up on your own: your phone keeps ringing, and the agent takes the calls you don't. The call forwarding how-to gives the codes.
Once your agent has been created, the “Test call”, always at the top of the screen, lets you talk to it through the microphone, from your browser: nothing is recorded or billed. It is the right moment to spot a wording to rework or a missing piece of information. The 14-day free trial then runs on the Solo plan: your card details are requested when you start it, the number is assigned, and nothing is charged during the trial. The terms are on the Free trial page.
What the team sets up and fine-tunes with you
A first agent is not a finished agent. The Sayelo team sets up and fine-tunes the agent with you, with no set-up fees, on the points that require knowledge of your trade:
- The instructions. What the agent may say, what it should leave aside, the tone to adopt. The greeting scripts by trade give you starting points.
- Emergencies and transfers. What counts as urgent for you, who to transfer to and during which time slots. From the Pro plan upwards, the transfer can vary according to the reason for the call.
- The calendar. The slots the agent can offer, so that it confirms, reschedules or cancels without creating double bookings.
- SMS. Confirmation, cancellation and the reminder the day before are switched on by default; adjusting them is part of the setup done with you.
- The number. Forwarding to switch on and declare in Sayelo, or, in France, number porting if you have chosen it: available on all plans, it is handled by the Sayelo team, with your RIO code, within a few working days.
- The test. The team tests the agent with you, in real conditions.
Rules vary from one trade to another. An electrician doesn't class the same calls as urgent as a hairdresser: each industry page gives examples of rules ready to reuse. How it works goes through setup step by step.
The first few days: fine-tuning with real calls
After every call, you receive an email summary, with the transcript; “Activity” keeps the call history and statistics. If you have switched on recording, included from the Essentiel plan and never active by default, you can also listen to a call again.
It is by reading these summaries during the first few days that you spot a missing piece of information, a misunderstood question or a transfer rule that is too broad. You adjust the agent at any time, on screen or by writing to it, in the app or on WhatsApp, and the team is still there for finer adjustments. The guide to the first 14 days tells you what to look at, and in what order.
Where to find help
Your agent, for everyday settings
For a setting, the easiest thing is often to ask your agent, in “Talk” or on WhatsApp: opening hours, closures, greeting message, transfers, answers to give. Every change appears in the thread, with “View” to open the relevant screen and “Undo” when it can be reversed, and sensitive actions wait for your approval. A few actions still have to be done on screen: connecting a calendar or a CRM, paying, turning on two-factor authentication or outbound calls.
Built-in help: “Account” → “Help”
In the app, “Account” → “Help” brings together the guided tours, which you can restart with “Replay the guide”, and “Ask a question”. When your question needs a person, “Write to support” passes it on to the Sayelo team, and you track your requests in the same place.
Video tutorials
The tutorials (in French) show how to create an agent, book appointments, transfer calls and record calls, with the five steps to get started. The current videos show the classic version of the app.
Getting in touch, before you become a customer
The contact page is there to ask a question, request a demo tailored to your trade or have the team set up the agent with you from the start.
The level of support depends on the plan:
| Plan | Support |
|---|---|
| Solo | By email |
| Essentiel | By email |
| Pro | Priority |
| Business | Dedicated phone |
What stays in your hands
Support adjusts the agent with you; it doesn't decide for you. You stay in control of what the agent is allowed to say, of transfer rules, of open slots, and of the decision to continue at the end of the trial. That is the Sayelo approach: back-up for your teams, never a replacement.
The prices of the four plans, and what each one includes, are on the pricing page.
