Guides · Step-by-step onboarding

Learn How to Use CallRing AI

Follow our step-by-step guides to set up your account, purchase phone numbers, configure call flows, and get started with call tracking.

Setup Guide

  1. Getting Started

    Step 01: How to Create Your CallRing AI Account

    Learn how to create your CallRing AI account and get started with your call tracking workspace.

    4 min read Read Guide
  2. Phone Numbers

    Step 02: How to Purchase a Phone Number

    Learn how to find, select, and purchase a phone number for your inbound call tracking.

    5 min read Read Guide
  3. Call Management

    Step 03: How to Create a Call Flow and Connect Your Number

    Learn how to build a call flow, configure how incoming calls are handled, and attach it to your purchased phone number.

    7 min read Read Guide
  4. Workspaces

    Step 04: How to Create a Workspace and Connect a Phone Number

    Learn how to create a workspace, connect a phone number to it, and see its calls and messages in one place.

    6 min read Read Guide
  5. Sources & Campaigns

    Step 05: How to Create a Source and a Campaign and Connect a Phone Number

    Learn how to create a source and a campaign, then connect a phone number so you can see which marketing brings in your calls.

    8 min read Read Guide

Billing Guide

  1. Billing

    How to Top Up Your Balance

    Learn how to add funds to your CallRing AI account balance.

    3 min read Read Guide
  2. Billing

    How to Upgrade or Downgrade Your Plan

    Learn how to switch to a different CallRing AI plan.

    4 min read Read Guide
  3. Billing

    How to Update Your Payment Method

    Learn how to change the card or payment method on your account.

    3 min read Read Guide
  4. Billing

    How to Check Your Invoice History

    Learn how to find and review your past invoices.

    3 min read Read Guide

Call Tracking and Deals

  1. Billing

    How to Track Your Calls

    Learn how to see and review the calls your numbers receive.

    6 min read Read Guide
  2. Billing

    How to Manage Voicemail

    Learn how to find and manage the voicemails left on your numbers.

    6 min read Read Guide
  3. Billing

    How to Create a Deal

    Learn how to create a deal in CallRing AI.

    2 min read Read Guide
  4. Billing

    How to Connect a Call with a Deal

    Learn how to link a call to a deal.

    4 min read Read Guide
  5. Billing

    How Calls Connect Automatically to a Source and a Campaign

    Learn how calls are linked to your source and campaign automatically.

    4 min read Read Guide
  6. Billing

    How to Save a Contact

    Learn how to save a caller as a contact.

    4 min read Read Guide

Manage Teams

  1. Billing

    How to Create a Team Member

    Learn how to add a new team member to your CallRing AI account.

    Guide in progress Coming soon
  2. Billing

    How to Assign a Workspace to a Team Member

    Learn how to give a team member access to a workspace.

    Guide in progress Coming soon
  3. Billing

    How to Manage Permissions for a Team Member in a Workspace

    Learn how to control what a team member can do in a workspace.

    Guide in progress Coming soon
  4. Billing

    How to Contact the Workspace Team or a Single Team Member

    Learn how to get in touch with your whole workspace team or one person.

    Guide in progress Coming soon

Manage Features & Integrations

  1. Billing

    How to Set Up Dynamic Number Insertion

    Learn how to set up dynamic number insertion on your website.

    Guide in progress Coming soon
  2. Billing

    How to Manage Spammers

    Learn how to manage spam callers.

    Guide in progress Coming soon
  3. Billing

    How to Set Up Email Reports

    Learn how to set up email reports.

    Guide in progress Coming soon
  4. Billing

    How to Handle Custom Webhooks

    Learn how to work with custom webhooks.

    Guide in progress Coming soon
  5. Billing

    How to Set Up Google Analytics

    Learn how to connect CallRing AI with Google Analytics.

    Guide in progress Coming soon
  6. Billing

    How to Manage Google Sheets

    Learn how to work with the Google Sheets integration.

    Guide in progress Coming soon
  7. Billing

    How to Manage Google Tag Manager

    Learn how to work with the Google Tag Manager integration.

    Guide in progress Coming soon
  8. Billing

    How to Handle Slack Notifications

    Learn how to manage Slack notifications.

    Guide in progress Coming soon
  9. Billing

    How to Manage and Connect with HubSpot

    Learn how to connect CallRing AI with HubSpot.

    Guide in progress Coming soon
  10. Billing

    How to Set Up Zapier

    Learn how to connect CallRing AI with Zapier.

    Guide in progress Coming soon

Ready to follow along?

Start with guide 01 and you will go from a new account to a phone number answering calls, grouped in a workspace and tracked by source and campaign.

Start with guide 01 Join the waitlist