You can be live in under 30 minutes
Live Bots 365 is designed to get you up and running quickly. This guide covers everything from creating your account to receiving your first real call. Follow the steps in order — each one builds on the last.
Create Your Account
Head to livebots365.com and click Sign Up Now. Enter your name, email address, and a strong password, then verify your email address using the confirmation link sent to your inbox.
Use a business email address — this will be the primary contact for billing and notifications.
After verifying your email, you will be taken directly to your Live Bots 365 dashboard.
Your account starts with a free trial balance so you can explore the platform before committing to a paid plan.
Pro tip: If you do not see the confirmation email within a few minutes, check your spam or promotions folder. Add [email protected] to your contacts to ensure future emails are delivered.
Add Credits & Choose a Plan
Navigate to Billing in the left sidebar and add credits to your account. Credits are consumed per call minute and per SMS sent. Choose a subscription plan that matches your expected monthly call volume.
Credits never expire — any unused balance rolls over month to month.
Outbound calls, inbound calls, and SMS each have separate per-unit rates. Review the Pricing Breakdown page for exact figures.
You can set a low-balance alert so you are notified before your credits run out and calls are interrupted.
Pro tip: Start with a small credit top-up during testing. Once you have confirmed your assistant is working as expected, add a larger balance for production use.
Build Your First AI Assistant
Go to Assistants in the sidebar and click Create Assistant. Give your assistant a name, choose a voice, and write a system prompt that describes its role, personality, and the tasks it should handle.
The system prompt is the most important part of your assistant. Be specific: tell it who it is, what business it represents, what it should do on a call, and how it should handle common situations.
Choose a voice that matches your brand — natural, conversational voices perform best. You can preview any voice before saving.
Set an Initial Message — this is what the assistant says the moment a call connects. Keep it short, friendly, and immediately informative (e.g., 'Hi, thanks for calling Acme Roofing. This is Aria, how can I help you today?').
Add Tools & Functions if your assistant needs to look up information, book appointments, or send SMS messages during a call.
Pro tip: Do not try to make the perfect assistant on the first attempt. Start simple — a basic greeting and a few key instructions — then refine based on how test calls go.
Assign a Phone Number
Go to Phone Numbers and purchase or import a number. Then assign that number to your assistant. For inbound calls, your assistant will answer whenever someone dials that number. For outbound campaigns, it will appear as the caller ID.
Local numbers are available in the US, Canada, UK, Australia, and 50+ other countries. Toll-free numbers are also available.
SMS-capable numbers allow your assistant to send text messages during or after a call — useful for sending links, confirmations, or follow-up information.
You can assign one assistant per number for inbound calls. For outbound campaigns, the same number can be used across multiple campaigns.
If you already have a business number, you can forward calls from your existing number to your Live Bots 365 number without changing your public-facing contact details.
Pro tip: Purchase a local number in the same area code as your business or target audience. Calls from local numbers have significantly higher answer rates than toll-free or out-of-area numbers.
Test & Launch Your First Live Call
Before going live, use the built-in Test Call feature to dial your assistant directly from the dashboard. Listen to how it responds, check that tools fire correctly, and review the call transcript. Once satisfied, you are ready for live traffic.
In the Assistant settings, click Test Call and enter your own mobile number. The assistant will call you within seconds — this is the fastest way to hear exactly what your callers will experience.
After the test call, open the Conversations section to review the full transcript and any data the assistant collected. Look for any misunderstandings or gaps in the prompt.
Common things to refine after a first test: the initial greeting (too long or too short?), how the assistant handles unexpected questions, and whether it correctly triggers any tools you configured.
When you are happy with the results, your assistant is live. For inbound calls, it will start answering immediately. For outbound, create a Campaign, upload your lead list, and set a schedule.
Pro tip: Run at least 3–5 test calls covering different scenarios before going live — a typical inquiry, an unusual question, and a caller who wants to speak to a human. This surfaces the most common edge cases before real customers encounter them.
You're live!
Once you have completed all five steps, your AI assistant is answering real calls. From here, explore the rest of the documentation to unlock advanced features — appointment scheduling, WhatsApp messaging, outbound campaigns, custom integrations, and more.
Common First-Time Questions
My assistant is not answering calls — what should I check?
Confirm the phone number is assigned to the assistant in Phone Numbers → Assign. Also verify the assistant is set to Active (not Paused) in its settings, and that your account has sufficient credits.
The assistant is giving wrong or unexpected answers.
This almost always means the system prompt needs refinement. Be more specific about what the assistant should and should not do. Add explicit instructions for the scenarios where it went off-track.
Can I use my existing business phone number?
Yes — you can forward calls from your existing number to your Live Bots 365 number. See the Call Forwarding documentation for step-by-step instructions.
How do I stop the assistant from talking too long?
Add a response length instruction to your system prompt, such as: 'Keep all responses under 3 sentences. Be concise and direct.' You can also adjust the Max Response Tokens setting in the assistant's advanced options.