Upfirst

Set up a Custom Action to send caller details and call summaries to your Clio Grow inbox automatically.

How to send leads to Clio Grow with Custom Actions

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

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

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

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

How to use custom fields

Add teammates to your account so they can view call logs, listen to recordings, and comment on calls.

How to invite team members to your Upfirst account

Set up the Upfirst and Make integration to automatically send call data to your CRM and other apps after every call.

How to connect Upfirst to Make

A web call is a quick preview. It uses the same agent, training, and voice as a real call, but transfers, texts, and memory only work on a real phone…

What's the difference between a web call and a real phone call?

Choose what shows up at the top of your call summaries. Add call highlights, use Suggest highlights, and reorder them.

How to customize your call summaries

Upload your existing customer list to Upfirst so your receptionist can recognize callers and skip repeat questions.

How to import contacts via CSV

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

Control how quickly your receptionist decides a caller has finished speaking and replies.

How to adjust your receptionist's responsiveness

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

Export your Android phone contacts as a CSV file from Google Contacts and import them into Upfirst so your receptionist knows who's calling.

How to import contacts from an Android phone

Export your iPhone contacts from iCloud, convert them to CSV using Google Contacts, and import them into Upfirst so your receptionist knows who's calling.

How to import contacts from an iPhone

Nick Lau

Gene Sigalov

Alfredo Salkeld

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Create your workspace and invite the people you work with.

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

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

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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.

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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.

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

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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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