Help Docs
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Search our guides and video walkthroughs for every part of Optiphone.
How To Forward Your Calls To Your Agent Number
Learn how to redirect your existing business number to your Optiphone AI agent so every call gets answered within 3 seconds, 24/7.
How To Set Company FAQs and Offers
Learn how to add your business FAQs and current offers so your AI agent can answer common questions and promote your services on every call.
How To Import Contacts Into A New Organisation
Learn how to bulk-import your existing contacts into Optiphone from a CSV or VCF file, so your customer details, notes and tags are ready from day one.
Why You Need a Second Phone Number
Understand why Optiphone needs a separate number to reach you for preview and whitelist calls, how it avoids a call-forwarding loop, and how to set yours up, whether you bring your own or we provide one.
Optiphone Integrations: What Connects and How
Optiphone's AI receptionist connects directly to the tools tradies already use: ServiceM8, Xero, Google Calendar and Outlook. Here is what each integration does and how you stay in control.
How Optiphone Works With ServiceM8
How Optiphone's AI receptionist connects directly to ServiceM8: two-way contact sync, automatic job capture, and full control over whether the AI books into your schedule or just takes the details for your team to confirm.
How Optiphone Works With Xero
How Optiphone connects directly to Xero: two-way contact sync plus automatic revenue insights, so your AI receptionist knows your best customers. Read-only on your invoices, always.
How Optiphone Works With Google Calendar
How Optiphone connects to Google Calendar so your AI receptionist books around your real availability. You choose which calendars sync and whether the AI books or just takes the details.
How Optiphone Works With Outlook and Microsoft 365
How Optiphone connects to Outlook and Microsoft 365 so your AI receptionist books around your real availability. You choose which calendars sync and whether the AI books or just takes the details.
How To Delete Your Account and Data
How to permanently delete your Optiphone account and all associated data, how to get a copy of your data first, and what happens after you submit the request.
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