How it works

From zero to serving customers in minutes

Getting started with Aura is very straightforward. Just follow three steps and your virtual assistant will be up and working for you.

1

Create your agent

An agent is your virtual assistant. When you create one, you tell Aura what your business does, what kind of tasks you want it to handle (reservations, customer service, support…), and what its main goal is.

During creation, you will select:

  • The industry your business belongs to (healthcare, hospitality, beauty, retail, professional services, or other).
  • The primary use case (appointments and reservations, customer service, sales inquiries, support, or information).
  • The basic details for your agent: name, phone number, and objective.

Don’t worry about getting everything perfect. You can change all of these settings later in the Agent Settings section.

2

Set up your channels

Choose how you want Aura to communicate with your customers:

  • Phone calls: Aura answers calls that come in to your phone number.
  • WhatsApp: Aura automatically responds to your business WhatsApp messages.
  • Instagram: Aura manages the direct messages on your Instagram account.
  • Email (Gmail): Aura reads and replies to incoming emails.

You can activate one or several channels. The important thing is to connect at least one so Aura can start working.

3

Start receiving customers

Once set up, Aura is ready to go. From this point on:

  • Calls you don’t answer (or all calls, if you prefer) will be handled by Aura.
  • Messages received on connected channels will be replied to automatically.
  • If you enabled reservations, your customers can book appointments directly with Aura.

All you need to do is check the Dashboard to see your statistics, the reservations that have been created, and any cases that need your attention.

What comes next

Once Aura is up and running, you can gradually improve its setup:

  • Fine-tune its personality: Change the tone, language, and instructions so it speaks exactly the way you want.
  • Expand its knowledge: Upload information to the knowledge base so it can answer more specific questions about your business.
  • Automate tasks: Create automations to send reminders, confirmations, or follow-up messages.
  • Review results: Check the dashboard statistics to understand how it’s performing and where to improve.

We recommend starting with a single channel (for example, WhatsApp) and, once you feel comfortable, activating the rest.