Step-by-step guide

1. 1

   A direct connection to your Xero account

   Optiphone connects straight to Xero using secure sign-in. It keeps your customer contacts in sync and reads your revenue history, so the people your AI speaks to are the same customers you invoice and get paid by.

2. 2

   Contacts sync both ways

   Optiphone matches callers to your Xero contacts by phone or email, adds new ones, and pushes the contacts it captures back into Xero. As with every Optiphone sync, if details clash it holds the change for you to review rather than overwriting anything.

3. 3

   See who your best customers are

   Each night Optiphone reads your paid and approved invoices from Xero and works out how much each customer has been billed and has paid. That revenue picture sits against each contact, so you and your AI receptionist can recognise high value customers the moment they call.

4. 4

   Read-only on your accounts

   Optiphone only ever reads from Xero for revenue. It never creates, edits, sends or deletes an invoice, and it never touches your accounts. Your bookkeeping stays exactly as you left it.

5. 5

   What you need to connect

   Connecting takes a couple of minutes with secure sign-in from your Xero account. No passwords are shared and you can disconnect at any time.

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