Upfirst

Your Upfirst agent is powerful, but small setup choices make a big difference in how “smart” and natural it feels.

Tips for writing instructions and customizing your agent

Set up call fields and contact fields so the receptionist extracts the info you care about from every call.

How to use custom fields

Set up an OAuth Connection once, then reuse it as an authentication method across any Custom Action.

How to set up an OAuth Connection for Custom Actions

Use Custom Actions to let your receptionist look up info or push data to any third-party system, at any point in a call.

How to set up Custom Actions to connect your receptionist to any API

Learn how to keep your call recording running after your receptionist transfers a call, so you get a complete record of the entire conversation.

How to record the full call after a transfer

Learn how to use warm transfers so your receptionist briefs you before connecting a call.

How to set up warm transfers

Add information and instructions to your Training section so the receptionist handles calls exactly the way you want.

How to use Training

The Ask Questions feature was replaced. Use Training to tell the receptionist what to ask, and Custom fields to extract answers from each call.

What happened to the Ask Questions feature?

How to use the "send texts" feature

How to set up call transfers with Upfirst

Get instant call summaries delivered straight to your phone and email after each conversation

Set up email and text notifications

Learn how to create and use call tags in Upfirst so you can easily filter through different types of calls and gain insights on the types of calls you receive.

How to create and use call tags for easier filtering and insights

Your receptionist remembers callers across conversations. Learn how to view, add to, and manage contact memory.

How your AI receptionist remembers information about callers

View, edit, export, and organize the contacts your AI receptionist creates from incoming calls.

How to manage your contacts

How to set up hours of operation with time-based knowledge

Setting up hours of operation with time-based knowledge

Set up multiple transfer destinations so Upfirst rings backup numbers if the first person doesn't answer.

How to add fallback numbers to a call transfer

Nick Lau

Gene Sigalov

Alfredo Salkeld

Getting started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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