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Setting up your account

A walkthrough of CoreReach's signup — from finding your business to getting your agent's phone number, in about five minutes.

Written by Sarah

Signing up for CoreReach is one short flow, and most people finish in about five minutes. By the end you'll have an account, a working voice agent and a CoreReach phone number to call it on.

A progress bar at the top tracks you through three stages — Your details, Claim your agent, Ready to call.

1. Your details

Enter your name and email address. Your email is where call notifications and summaries go, and it can't already belong to another CoreReach account — if it does, you'll see a link to sign in instead. You can also say how many units you manage; it's optional.

Then find your business. Search for it by name and pick it from the Google results. CoreReach reads your name, address, phone number and description from your listing and uses them as the starting point for your agent, so there's less to type.

If you'd rather not use Google — or you don't have a listing — there's a link at the bottom of the screen to use your website instead. Paste your website address and CoreReach reads it from there. And if you have neither, choose enter it manually and just type your business name. You can switch between these at any point on this screen.

You'll be asked to confirm the business name before moving on, and you can edit it if the listing has it wrong.

2. Hear your agent

You'll hear a preview of how your agent greets callers to your business, using the details from step 1.

There's nothing to configure here. The screen exists so you know what a caller hears before you commit to anything — and everything about it (voice, name, greeting, personality) is editable later under Agent → Agent Profile.

3. Claim your agent

Enter the mobile number you want to sign in with. CoreReach texts you a 6-digit code; enter it and the agent is yours.

This number becomes your sign-in. There's no password — you'll sign in with a code sent to this phone from now on, and you can add email sign-in later. See Managing your profile, sign-in, and notifications.

If the code doesn't arrive, wait about ten seconds and use the resend link. Sign-in, payment, and calendar issues covers what to do if it still doesn't.

4. Building your agent

CoreReach now builds the agent while you watch, and the screen shows you where it's up to:

  1. Learning about your business

  2. Creating your agent

  3. Giving your agent a phone number

  4. Bringing your agent online

This takes a minute or two. The phone number is assigned here — you don't request it separately.

When it's done, the screen shows your agent's phone number, and we text it to you as well. A few seconds later you're taken to your Dashboard — or press Go to dashboard to go straight away.

Your first test call

Your Dashboard shows the number again with a few suggestions for what to say. Call it from your own phone and have a conversation with your agent — this is the fastest way to understand what you've got. The call appears on your Dashboard on its own about a minute after you hang up, once we've finished writing it up.

What to do next

Your agent exists and answers its own CoreReach number, but it isn't taking your business's calls yet. That takes one more decision — whether to forward your existing number to CoreReach or hand out the CoreReach number directly — and it's covered in Call routing — going live and forwarding your number.

Two other things worth knowing on day one:

  • You're on a 14-day trial with the Momentum plan's features switched on, and there are five things it exists to demonstrate. See Your 14-day trial, and what happens after it.

  • Your agent only knows what your Google listing said. Filling in your business details, hours and FAQs is what makes it sound like your business rather than a generic one — see the Configuring Your Agent collection.

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