# Upfirst Help Center

> Advice and answers from the Upfirst team

## Call forwarding

- [Forward all your calls to Upfirst](https://help.upfirst.ai/en/articles/10318231-forward-all-your-calls-to-upfirst.md): Here's how to send all of your calls from your current phone number to your Upfirst virtual receptionist.
- [Forward your missed calls to Upfirst](https://help.upfirst.ai/en/articles/10430809-forward-your-missed-calls-to-upfirst.md): With conditional call forwarding, your virtual receptionist only answers when you don't pick up. Here's how to set it up.
- [How to forward calls from Zoom](https://help.upfirst.ai/en/articles/11853875-how-to-forward-calls-from-zoom.md): With Zoom, you're able to forward some or all of your calls to Upfirst. Here's how.
- [How to forward calls from Google Voice](https://help.upfirst.ai/en/articles/11096601-how-to-forward-calls-from-google-voice.md)
- [How to forward calls from Weave](https://help.upfirst.ai/en/articles/12953902-how-to-forward-calls-from-weave.md): Use Weave as your phone system? Here's how to forward your calls to Upfirst.
- [Can you adjust the number of rings before the receptionist answers?](https://help.upfirst.ai/en/articles/12900180-can-you-adjust-the-number-of-rings-before-the-receptionist-answers.md): Want your phone to ring fewer times before your Upfirst agent picks up? It may be possible depending on your phone provider.
- [Why isn't call forwarding from Phone.com working?](https://help.upfirst.ai/en/articles/12685834-why-isn-t-call-forwarding-from-phone-com-working.md)
- [How to forward calls from Grasshopper](https://help.upfirst.ai/en/articles/12969248-how-to-forward-calls-from-grasshopper.md): With Grasshopper, you're able to forward some or all of your calls to Upfirst. Here's how.
- [How to forward calls from GoDaddy Conversations](https://help.upfirst.ai/en/articles/13432082-how-to-forward-calls-from-godaddy-conversations.md): Here's how to forward your calls from your GoDaddy Conversations number

## Getting started

- [Tips for writing instructions and customizing your agent](https://help.upfirst.ai/en/articles/12941429-tips-for-writing-instructions-and-customizing-your-agent.md): Your Upfirst agent is powerful, but small setup choices make a big difference in how “smart” and natural it feels.
- [How to use custom fields](https://help.upfirst.ai/en/articles/15004105-how-to-use-custom-fields.md): Set up call highlights and contact fields so the receptionist extracts the info you care about from every call.
- [How to set up an OAuth Connection for Custom Actions](https://help.upfirst.ai/en/articles/15137011-how-to-set-up-an-oauth-connection-for-custom-actions.md): Set up an OAuth Connection once, then reuse it as an authentication method across any Custom Action.
- [How to set up Custom Actions to connect your receptionist to any API](https://help.upfirst.ai/en/articles/15137033-how-to-set-up-custom-actions-to-connect-your-receptionist-to-any-api.md): 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 record the full call after a transfer](https://help.upfirst.ai/en/articles/15363221-how-to-record-the-full-call-after-a-transfer.md): 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 send leads to Clio Grow with Custom Actions](https://help.upfirst.ai/en/articles/15465522-how-to-send-leads-to-clio-grow-with-custom-actions.md): Set up a Custom Action to send caller details and call summaries to your Clio Grow inbox automatically.
- [How to invite team members to your Upfirst account](https://help.upfirst.ai/en/articles/15606397-how-to-invite-team-members-to-your-upfirst-account.md): Add teammates to your account so they can view call logs, listen to recordings, and comment on calls.
- [How to connect Upfirst to Make](https://help.upfirst.ai/en/articles/15821227-how-to-connect-upfirst-to-make.md): Set up the Upfirst and Make integration to automatically send call data to your CRM and other apps after every call.
- [What's the difference between a web call and a real phone call?](https://help.upfirst.ai/en/articles/15998371-what-s-the-difference-between-a-web-call-and-a-real-phone-call.md): 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 call.
- [How to customize your call summaries](https://help.upfirst.ai/en/articles/16004053-how-to-customize-your-call-summaries.md): Choose what shows up at the top of your call summaries. Add call highlights, use Suggest highlights, and reorder them.
- [How to import contacts via CSV](https://help.upfirst.ai/en/articles/16004226-how-to-import-contacts-via-csv.md): Upload your existing customer list to Upfirst so your receptionist can recognize callers and skip repeat questions.
- [How to adjust your receptionist's responsiveness](https://help.upfirst.ai/en/articles/16004945-how-to-adjust-your-receptionist-s-responsiveness.md): Control how quickly your receptionist decides a caller has finished speaking and replies.
- [How to set up warm transfers](https://help.upfirst.ai/en/articles/14170951-how-to-set-up-warm-transfers.md): Learn how to use warm transfers so your receptionist briefs you before connecting a call.
- [How to use Training](https://help.upfirst.ai/en/articles/11574454-how-to-use-training.md): Add information and instructions to your Training section so the receptionist handles calls exactly the way you want.
- [What happened to the Ask Questions feature?](https://help.upfirst.ai/en/articles/11525963-what-happened-to-the-ask-questions-feature.md): The Ask Questions feature was replaced. Use Training to tell the receptionist what to ask, and Custom fields to extract answers from each call.
- [How to use the "send texts" feature](https://help.upfirst.ai/en/articles/11526426-how-to-use-the-send-texts-feature.md)
- [How to set up call transfers with Upfirst](https://help.upfirst.ai/en/articles/11544566-how-to-set-up-call-transfers-with-upfirst.md)
- [Set up email and text notifications](https://help.upfirst.ai/en/articles/10318292-set-up-email-and-text-notifications.md): Get instant call summaries delivered straight to your phone and email after each conversation
- [How to create and use call tags for easier filtering and insights](https://help.upfirst.ai/en/articles/13144195-how-to-create-and-use-call-tags-for-easier-filtering-and-insights.md): 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 your AI receptionist remembers information about callers](https://help.upfirst.ai/en/articles/14007185-how-your-ai-receptionist-remembers-information-about-callers.md): Your receptionist remembers callers across conversations. Learn how to view, add to, and manage contact memory.
- [How to manage your contacts](https://help.upfirst.ai/en/articles/14007816-how-to-manage-your-contacts.md): View, edit, export, and organize the contacts your AI receptionist creates from incoming calls.
- [Setting up hours of operation with time-based knowledge](https://help.upfirst.ai/en/articles/14601927-setting-up-hours-of-operation-with-time-based-knowledge.md): How to set up hours of operation with time-based knowledge
- [How to add fallback numbers to a call transfer](https://help.upfirst.ai/en/articles/14668871-how-to-add-fallback-numbers-to-a-call-transfer.md): Set up multiple transfer destinations so Upfirst rings backup numbers if the first person doesn't answer.
- [How to import contacts from an Android phone](https://help.upfirst.ai/en/articles/16006162-how-to-import-contacts-from-an-android-phone.md): 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 iPhone](https://help.upfirst.ai/en/articles/16006524-how-to-import-contacts-from-an-iphone.md): 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.

## Calendar integrations

- [How to connect Google Calendar with Upfirst](https://help.upfirst.ai/en/articles/11972070-how-to-connect-google-calendar-with-upfirst.md): Connecting Google Calendar with your Upfirst AI receptionist
- [How to connect Acuity Scheduling to book appointments](https://help.upfirst.ai/en/articles/14827082-how-to-connect-acuity-scheduling-to-book-appointments.md): Connect your Acuity Scheduling calendar so your AI receptionist can book appointments directly over the phone.
- [How to connect Calendly for appointment scheduling](https://help.upfirst.ai/en/articles/15437438-how-to-connect-calendly-for-appointment-scheduling.md): Connect your Calendly account so your AI receptionist can check availability, offer time slots, and book appointments over the phone.
- [How to connect multiple Google Calendars to Upfirst](https://help.upfirst.ai/en/articles/12933275-how-to-connect-multiple-google-calendars-to-upfirst.md): Learn how to connect multiple Google Calendars under one Google Calendar integration.
- [How to connect Microsoft Outlook Calendar to Upfirst](https://help.upfirst.ai/en/articles/12112081-how-to-connect-microsoft-outlook-calendar-to-upfirst.md): This Upfirst help article and tutorial shows users how to connect their Microsoft Outlook Calendar to Upfirst.
- [How to connect Clio calendar with Upfirst](https://help.upfirst.ai/en/articles/12119578-how-to-connect-clio-calendar-with-upfirst.md): In this guide, we cover step-by-step instructions for connecting Clio calendar for legal professionals to Upfirst.

## Zapier integrations

- [Understanding OAuth2 authorization for your Upfirst-Zapier integration](https://help.upfirst.ai/en/articles/10388883-understanding-oauth2-authorization-for-your-upfirst-zapier-integration.md): OAuth2 is a secure authorization protocol that allows Upfirst to safely connect with your Zapier account without sharing your password.
- [Integrating Upfirst with Zapier](https://help.upfirst.ai/en/articles/10471156-integrating-upfirst-with-zapier.md): Easily pass the information you collect from your Upfirst calls to 1,000+ apps with our Zapier integration. Follow these steps to get started with the integration.

## Billing and pricing

- [Upfirst Pricing FAQs](https://help.upfirst.ai/en/articles/11996964-upfirst-pricing-faqs.md): Here is a brief overview of frequently asked questions about Upfirst's pricing and included features.
- [How do I cancel my plan?](https://help.upfirst.ai/en/articles/12911277-how-do-i-cancel-my-plan.md): We make it easy to cancel if you're not happy with the service.
- [Am I billed for test calls?](https://help.upfirst.ai/en/articles/12911299-am-i-billed-for-test-calls.md): No, test calls are always free. Here's how we know if it's a test call.
- [Are test calls free?](https://help.upfirst.ai/en/articles/12961215-are-test-calls-free.md): Upfirst doesn't charge for test calls so that you can continue tweaking and customizing your agent, without eating into your calls.

## Other questions

- [Can I get a toll-free number with Upfirst?](https://help.upfirst.ai/en/articles/12685812-can-i-get-a-toll-free-number-with-upfirst.md): Prefer an 800 number for your business? No problem, we can help.
- [How can I change my number to a different area code?](https://help.upfirst.ai/en/articles/12685823-how-can-i-change-my-number-to-a-different-area-code.md): Picked the wrong area code during sign up? Don't panic, we can swap your number to a different one.
- [I haven't started forwarding calls to Upfirst. Why did I receive a call?](https://help.upfirst.ai/en/articles/12685832-i-haven-t-started-forwarding-calls-to-upfirst-why-did-i-receive-a-call.md)
- [Can I change how fast or slow my AI receptionist speaks?](https://help.upfirst.ai/en/articles/12713698-can-i-change-how-fast-or-slow-my-ai-receptionist-speaks.md): How to customize the speed of the AI's voice
- [Does Upfirst offer voices with local accents?](https://help.upfirst.ai/en/articles/12911233-does-upfirst-offer-voices-with-local-accents.md): Yes. Upfirst supports a wide range of voices and accents, so you can choose the one that feels most natural for your callers.
- [What is the best voice for my language?](https://help.upfirst.ai/en/articles/12911253-what-is-the-best-voice-for-my-language.md): All voices can speak multiple languages, but some produce more natural pronunciation in certain languages than others.
- [Call recording: what you need to know](https://help.upfirst.ai/en/articles/10388882-call-recording-what-you-need-to-know.md): Explains why call recording is essential for features like transcription, AI summaries, legal compliance, and storage practices.
- [Can I archive or delete calls?](https://help.upfirst.ai/en/articles/12953928-can-i-archive-or-delete-calls.md): Learn how to archive calls to keep your workspace organized, view or unarchive them later, and request permanent deletion when needed.
- [Customizing your virtual receptionist with training](https://help.upfirst.ai/en/articles/10430774-customizing-your-virtual-receptionist-with-training.md): Add instructions and information to your Training section to customize how your receptionist handles every call.
- [Can I download my call recordings?](https://help.upfirst.ai/en/articles/12955843-can-i-download-my-call-recordings.md): Yes — you can download any call recording from your Upfirst dashboard.
- [How can I reduce the number of hang ups?](https://help.upfirst.ai/en/articles/12956239-how-can-i-reduce-the-number-of-hang-ups.md)
- [How to download your call history](https://help.upfirst.ai/en/articles/13574884-how-to-download-your-call-history.md): Export your call log as an XLSX file to analyze your data, create custom reports, or keep records outside of Upfirst.
- [How to enable DTMF tones so your receptionist can press digits during calls](https://help.upfirst.ai/en/articles/13574921-how-to-enable-dtmf-tones-so-your-receptionist-can-press-digits-during-calls.md): Learn how to set up your AI receptionist to dial numbers during calls—useful for accepting forwarded calls, collect calls, or unlocking building doors.
- [How to add Upfirst to your phone's home screen as a mobile app](https://help.upfirst.ai/en/articles/13780147-how-to-add-upfirst-to-your-phone-s-home-screen-as-a-mobile-app.md): Learn how to add Upfirst to your phone's home screen so you can use it as an app.
- [Understanding your analytics dashboard](https://help.upfirst.ai/en/articles/13889138-understanding-your-analytics-dashboard.md): Wondering what the numbers on your analytics dashboard represent? Let us explain.
- [How can I adjust the way my agent pronounces words?](https://help.upfirst.ai/en/articles/13889346-how-can-i-adjust-the-way-my-agent-pronounces-words.md)
- [Can I give my callers options to "press 1 for sales, press 2 to speak to an agent"?](https://help.upfirst.ai/en/articles/14426179-can-i-give-my-callers-options-to-press-1-for-sales-press-2-to-speak-to-an-agent.md)
- [How to add comments to your calls](https://help.upfirst.ai/en/articles/14484915-how-to-add-comments-to-your-calls.md): Leave notes on calls to track follow-ups, mark callbacks, and keep your team on the same page.
- [Why isn't my receptionist responding when I'm talking?](https://help.upfirst.ai/en/articles/15846000-why-isn-t-my-receptionist-responding-when-i-m-talking.md): A list of the most common reasons why your receptionist might not be responding to you when you're talking to it on test calls.
- [How Do I Have Certain Contacts Bypass My Receptionist and Ring Me Directly?](https://help.upfirst.ai/en/articles/15846903-how-do-i-have-certain-contacts-bypass-my-receptionist-and-ring-me-directly.md): Use conditional call forwarding or whitelist contacts so specific callers bypass your AI receptionist and reach you directly.
- [Will my callers know that they are speaking to AI?](https://help.upfirst.ai/en/articles/15860260-will-my-callers-know-that-they-are-speaking-to-ai.md): This article explains whether callers will recognize that they are speaking to AI.
- [Is there a limit to how many numbers I can forward to our receptionist?](https://help.upfirst.ai/en/articles/15870480-is-there-a-limit-to-how-many-numbers-i-can-forward-to-our-receptionist.md): The amount of phone numbers that you can forward TO your receptionist

## Clio integrations

- [How to route calls to responsible staff using Clio Manage](https://help.upfirst.ai/en/articles/15556284-how-to-route-calls-to-responsible-staff-using-clio-manage.md): Set up a Clio Manage integration so your AI receptionist automatically routes calls to the responsible attorney or staff member on a caller's matter.