Setting up CoreReach happens in two parts. First, Get Started creates your account and assigns you a CoreReach phone number. Then, Onboarding fills in the details your agent needs to handle calls. Both run in the browser, and most people finish in about 10 minutes.
Part 1: Get Started (signing up)
Get Started is a four-step flow. Closing the tab during this part will lose your progress, so finish in one sitting if you can.
Find your business. Search for your business by name in the Google search box, or paste your website URL instead. CoreReach pulls in your business name, address, phone number, and a description that becomes a starting point for your agent.
Review your agent. Listen to a preview of how your agent will greet callers. There's nothing to change here yet — this step is just to give you a sense of what callers will hear.
Verify your phone number. Enter the mobile number you want to use to sign in to CoreReach, then enter the 6-digit code that arrives by text. Once it's verified, your account is created and you're assigned a CoreReach phone number in the background.
Schedule a call (optional). Book a 1:1 onboarding call with our team if you'd like, or skip and just enter your name and email. Either way, you're done with Part 1.
You'll sign in with the same phone number going forward. Email sign-in is also available — see the Account & Team collection.
Part 2: Onboarding (getting your agent ready)
After Get Started, you land on the Onboarding page. Unlike Part 1, this one saves your progress as you go, so you can close the tab and come back later.
Business details. Confirm or fill in your business name, timezone, a short description, and what you call a "customer" and a "lead" (these are the words your agent will use). If you skipped the name and email step in Part 1, you'll add those here too.
Optimize your agent. Customize your agent's voice, welcome message, transfer rules, FAQs, and which features to enable. Each section is optional — you can come back and adjust everything later from the Optimize menu. For what each section controls, see the Configuring Your Agent collection.
Make a test call. You'll see the CoreReach phone number assigned to your account along with a few suggested things to say. Call it from your own phone, try a couple of scenarios, then click Complete when you're ready to finish.
After onboarding
You're dropped on the Dashboard, and your account is ready. Your agent isn't taking calls from the outside world yet, though — that requires turning on live calls and forwarding your existing business number, both covered in the Going Live & Call Routing collection.