Getting Started

This guide walks you through the essentials of using Agendly:

1. Sign up on the platform
2. Choose a plan and get your Agendly number
3. Initial setup (schedule, business, operators, services)
4. Test AI call handling

Agendly manages inbound customer calls, automatically routing them to your configured services and integrating with your professional calendar.

You can register in two ways:
- With your Google account
- By entering your details manually (name, email, password)

⚠️ Your password must include at least:
- 8 characters
- 1 uppercase letter
- 1 number
- 1 special character

Sign up screenshot

After registration:
1. Accept the Privacy Policy
2. Check your inbox and confirm the verification email
3. Re-enter your password to log in

Finally, enter your phone number and confirm it via OTP code.

OTP verification screenshot

2. Choose a Plan

After logging in, you’ll see the pricing plans:
- Monthly
- Annual (discounted)

Once you select a plan, you’ll receive an Agendly number.

⚠️ This number does not replace your usual line: it works via call forwarding.

Pricing plans screenshot

3. Initial Agent Setup

To complete onboarding, Agendly asks for some basic information. These details are used to configure the AI agent that will answer calls and handle bookings for your business. You can change them at any time from the dashboard.

Schedule

- Select opening days and hours
- Add breaks (e.g., lunch break)
- Customize each weekday

Schedule configuration screenshot

Business

- Choose your business type (e.g., Medical practice, Law firm, Salon)
- Enter your company name and address
- Define the AI intro message

Example:
“Hi, I’m the virtual assistant for Dr. Rossi’s medical practice. How can I help you today?”

Business configuration screenshot

Operators

If your business has multiple professionals, you can add operators:
- Name and role (e.g., doctor, lawyer, consultant)
- Email/phone for notifications
- Call forwarding option when needed

Operators screenshot

Services

Finally, define your bookable services:
- Name (e.g., Consultation)
- Duration (e.g., 30 minutes)
- Description
- Assigned operators

Services screenshot

4. Functionality Test

1. Call your Agendly number directly or activate call forwarding (we provide a dial code).
2. Run a test with the AI Agent and explore the best configurations for your business.
3. The AI will answer, handle the booking, and confirm the appointment.

Phone section screenshot

Advanced Features

This guide covers the basic onboarding flow.
Agendly also offers many advanced features—such as AI behavior customization, performance analytics, smart notifications, and sector-specific presets—which will be covered in upcoming articles.