Installation Guide
A step-by-step guide for business owners and team members setting up Say Hello for the first time
Meet the Installation Process
Installing Say Hello is quick and guided. In just a few steps, you’ll:
Getting Started
Pre-Setup Checklist
Before you begin, make sure you have:
- Business details (name, address, website URL, phone number, email)
- Working hours and out-of-hours arrangements
- List of services and common FAQs
Downloading the Say Hello App
- How to Download the App
1. Choose your platform:
2. Once the app is installed, open it to get started
3. Allow permissions if prompted (e.g., notifications or location)
Creating Your Account
- How To Create an Account
1. Open the Say Hello app
2. Tap Create an Account
3. Enter your name and email
4. Set a secure password
5. Tap Sign Up
- How To Complete Business Setup
1. After login, select New Business
2. Search for your business (Google Business Profile)
3. If not found, enter details manually
4. Fill in required details: Business name, Email address, Website URL, Phone number, Business address
5. Tap Create Business
6. Success message confirms setup
Phone Number Setup
- How To Choose and Assign Numbers
1. Tap Activate Your New Phone System
2. Tap Find a Number
3. Choose up to two numbers (one mobile IVR, optional landline)
4. Enter preferred prefix
5. USA users: replace +44 with “+1 (prefix)”
6. Optional: Add out-of-hours number
7. Review carefully and tap Submit Phone Set-Up
- IVR numbers cannot be changed once submitted. Double-check before submitting!
Hours & Services
- How To Set Working Hours
1. Go to Business & AI Assistant Settings
2. Select Working Hours
3. Add start/end times for each day
4. Calls outside hours go to voicemail unless: You’ve set an out-of-hours number, or You switch off “Respect Working Hours” toggle
5. Tap Save
- How To Add Services & FAQs
1. Go to Services
2. Tap + to add a FAQ or Service
3. FAQs: enter question + answer
4. Services: enter name + description
5. Optional: Use in IVR toggle
6. Optional: add routing number
7. Tap Create Service
Adding Team Members
- How To Invite a Business User
1. Tap profile icon → Settings → Business Users
2. Tap +
3. Enter teammate’s email
4. Choose permissions (default = full)
5. Tap Invite
Finishing Setup
- How To Customise Ella
1. Go to Settings → Assistant Preferences
2. Add special instructions (e.g., “Only offer home visits to existing customers”)
3. Tap Save
- Once complete:
✓ Ella begins responding to missed calls
✓ Technical Team refines her responses
✓ You’ll be contacted within 7 days for your launch call
Best Practices
Installing Say Hello is quick and guided. In just a few steps, you’ll:
- Double-check numbers before submitting
- Use a local mobile prefix for trust
- Keep Ella's instructions clear and short
- Add team members early
- Regularly review Services & FAQs
Frequently Asked Questions
No. Your number remains the same. Say Hello adds a virtual “mask” number for tracking.
At least one mobile is required. A landline is recommended but optional.
No. Numbers cannot be changed once submitted.
The Technical Team configures Ella using your website and preferences.
Within seven days, after your launch call.
Glossary
-
IVR Number
Virtual number assigned during setup, for calls/SMS
-
Out-of-Hours Number
Extra number used outside working hours
-
Ella
AI assistant for missed calls and SMS
-
Launch Call
Follow-up call with Tech Team to finalise setup
-
Business User
A teammate added to your account