1
Complete your business profile
Go to Business > Profile and fill in your business name, address, and service type (such as plumbing, HVAC, cleaning, landscaping, or electrical). This is the foundational information your agent uses to represent your business on every call.
2
Add your services with descriptions and pricing
Navigate to Business > Services and add each service you offer. Give each service a clear name, a short description, and any pricing information you’re comfortable sharing with callers — for example, a flat call-out fee or a starting price range. The more detail you provide, the more confidently your agent can answer customer questions.
3
Configure your AI agent's greeting and personality
Open Agent > Configuration and set your agent’s greeting message — the first thing callers will hear when Zela answers. You can also adjust the agent’s tone (professional, friendly, or conversational) to match your brand. Preview your greeting using the built-in audio player before saving.
4
Set your business hours
Go to Agent > Business Hours and define the days and times you’re open for business. Your agent uses these hours to determine whether to book appointments or offer an after-hours message. You can also configure a custom after-hours response so callers always get a helpful reply, even when you’re closed.
5
Add team members if needed
If other people in your business need access to the dashboard — such as a co-owner, office manager, or scheduler — invite them from Business > Team. Assign each person the appropriate role so they can view bookings, manage calls, or update settings based on their responsibilities.
6
Review your plan and credits
Visit Billing > Plans to confirm you’re on the right plan for your expected call volume. Check your credit balance and set up auto-recharge if you want to ensure uninterrupted service. Zela deducts credits per minute of call time, so it’s worth reviewing your usage limits before going live.
7
Activate your agent and make a test call
Head to Agent > Overview and flip the toggle to Active. Your agent is now live. Call your Zela number from your mobile phone to hear exactly how the experience sounds from a customer’s perspective. Listen for your greeting, check that the agent captures information correctly, and confirm that bookings appear in your dashboard.
Agent Configuration
Fine-tune your agent’s responses, scripts, and booking flow
Business Hours
Manage open hours and after-hours call handling
Your Dashboard
Monitor bookings, call logs, and customer contacts
Billing & Plans
Review your plan, credits, and usage history