Getting Started with Chloe
Chloe is an AI-powered receptionist platform that answers your business phone calls, sends email messages, collects customer information, schedules appointments, and more -- all without you needing to pick up the phone.
What Chloe Does
When a customer calls your business number, your AI receptionist answers using a greeting you define. It can:
- Answer questions about your business using knowledge you provide
- Transfer calls to specific people or departments based on rules you set
- Send email messages to callers during or after the call (such as links, menus, or confirmations)
- Collect information from callers such as full name, phone number, and email
- Schedule appointments by connecting to your calendar
- Log every call, email, and appointment for you to review later
- Chloe can create a custom calendar if you do not have one
How It Works
Chloe provides a dedicated phone number for your AI receptionist. You forward your existing business number to Chloe. When a call comes in, Chloe answers based on the settings you choose and handles conversations using the information and instructions you've provided.
You decide how quickly Chloe answers calls — whether that's immediately or after a short delay before the call would normally reach voicemail.
Every interaction is automatically logged for your review. You can read call transcripts, view caller details, review conversation history, and track appointments and messages — all from one place.
Getting Started
Getting Chloe set up only takes a few steps.
Choose Your Plan
Pick the Chloe plan that fits your business and start your 14-day free trial. No commitment required — cancel anytime.
Train Chloe in Minutes
Answer a few simple questions about your business — your hours, services, team, and how you want calls handled. Chloe learns everything she needs to answer your customers accurately and professionally.
Connect Your Calendar (optional)
Link your Google Calendar so Chloe can check your real availability and book appointments directly. Or use the calendar Chloe sets up for you automatically — no connection needed.
Get Your Chloe Number
You'll receive a dedicated phone number for your business automatically. Once you receive it, call Chloe, ask her questions about your business, and experience exactly what your customers will hear before you go live.
Forward Your Line & Go Live
Forward your business phone to your Chloe number in two minutes. Your carrier walks you through it — we send you the exact steps. From that moment on, Chloe answers every call.
After Signup, You'll Have Access To:
- The Chloe Dashboard
- Chloe, your AI receptionist
- A dedicated Chloe phone number (available once your setup is complete)
- Call transcripts
- Appointment activity
- Customer messages
- Customer data
- Chloe Calendar (if you choose)
Before Going Live
- Forward your business phone number to Chloe
- Connect your Business Calendar (or use the Calendar in your dashboard)
- Test Chloe with a few practice calls
Key Terms
Chloe
Your AI receptionist that answers calls, books appointments, and takes messages.
Call Transcripts
Written records of conversations between Chloe and your callers.
Appointments
Bookings made by Chloe on your calendar.
Messages
Information Chloe collects when callers need a callback or have questions.
Ready to set up your AI receptionist?
Start capturing more leads and booking more appointments with Chloe today.
Start Free 14 Day Trial