Quick setup: go live

Sign up and work through the five onboarding steps:

1. Create your account — name, optional company, email, password, and your country and state or province, then accept the terms. You then confirm your email by entering the 6-digit code we send you.
2. Industry — this tailors the agent templates offered later on the Agents page.
3. Role, plus team size and how you heard about us.
4. Plan and card — required. Pick a plan (annual billing is preselected; switch to monthly if you prefer) and enter your card in the page. If a free trial is available to you, nothing is charged for 7 days and you can cancel from Billing before the plan starts.
5. Phone number — search by area code and pick your number; it's included with your trial. If a trial number isn't available to your account, you'll buy one from Phone Numbers after setup instead.

A congratulations screen shows your number, then you land on the dashboard with a short welcome tour. Two-factor authentication is not part of signup, but it is required — a banner at the top of the dashboard counts down your deadline. See Account & security.

Open Agents (in the Call Center view of the sidebar). While you have no agents, the fastest route is Start from a template at the top: your signup industry is preselected, so name the agent, pick a template, and click Create agent. It's free, and the new agent is pointed at your first number that has no agent, so calling that number reaches it. Or choose how to build:

• Quick Setup (recommended) walks you through a short wizard: Type → Describe → Number → Voice → Features → Review. In Describe, write in plain English what the agent should do — JagCall generates the prompt, greeting, and settings for you.
• Advanced Mode opens the full agent editor if you want to configure everything by hand.

Pick a Voice Agent to answer phone calls, or an SMS Agent to handle text messages.

You already picked one during signup. To add another, go to Phone Numbers (in the Settings view) and click Buy Number, or Port a number you already own. You can also buy a number directly inside the agent wizard's Number step. Numbers beyond your plan's allowance are billed monthly — the price shows next to each number before you buy.

In Phone Numbers, select your number and open the Calls tab. Under Inbound Call Agent, choose your voice agent. It will now answer calls to that number around the clock.

For an SMS agent, use the SMS tab to assign it to the number. SMS is included with every number, so there is nothing to activate. On the same tab you can add Human slots to the SMS schedule for hours when the AI shouldn't reply.

Every save creates a draft version. When you're happy, click Publish to make that version live.

Verify everything before real callers arrive:

• Use the Simulate tab to run AI-generated test callers, or the built-in Test Chat / Test Audio panel in the editor.
• Call your number yourself to hear the greeting and confirm call handling.
• Watch calls and texts arrive in the Call Center, follow in-progress calls under Live Calls, and review recordings and transcripts in Call History (open it from search, Ctrl/⌘ + K, or your number's Recent Calls shortcut).