First configurations
What you need to do before getting started
After creating your agent, there are a few essential configurations required for Aura to serve your customers. Follow this list in order to make sure everything is ready.
Verify your phone number
For Aura to receive and manage calls, you need to verify your business phone number. Go to Settings > General and follow the verification process next to the Phone Number field.
Without this step, calls will not be available and you will see a warning on the Dashboard telling you the phone is not verified.
Choose your subscription plan
Aura runs on a subscription system that includes a set number of monthly credits. Go to the Billing section in your profile and select the plan that best fits your business volume.
Until you have an active subscription, the agent will not be able to process calls or messages.
Set up your availability schedule
Define which days and hours your business is available to receive bookings. Go to Settings > Reservations > Availability and set your weekly schedule.
This schedule is what Aura will use to offer appointments to your customers. Calls and messages are handled 24/7, but reservations are only created within the hours you define.
Connect at least one communication channel
For Aura to communicate with your customers, you need to connect at least one channel. Go to Integrations and connect whichever you prefer:
- WhatsApp Business: To receive and reply to WhatsApp messages automatically.
- Instagram: To manage direct messages from your Instagram account.
- Gmail: To have Aura read and reply to emails.
Phone calls work directly through your verified number, with no additional integration needed.
Upload information to the knowledge base
For Aura to answer your customers’ questions accurately, it needs to know about your business. Go to Knowledge base and add relevant information:
- Opening hours
- List of services and pricing
- Frequently asked questions
- Policies (cancellation, returns, etc.)
- Any other details your customers commonly ask about
You can upload text, files, or links. The more information you provide, the better the service it will offer your customers.
We recommend starting by connecting just one channel (for example, WhatsApp) and testing it for a few days before activating the others. This way you can get familiar with the platform and adjust your agent’s settings without rushing.
Optional but recommended settings
Once you have completed the list above, these additional configurations can improve the experience:
- Customize the tone and language of your agent so it matches the way your business communicates.
- Define additional instructions with specific guidance on how you want the agent to behave.
- Set billing limits for the agent to control monthly spending.
- Create services and resources if you use advanced reservation mode for more detailed control over your schedule.