Quick Start Guide

Welcome to Ellis AI! This guide will help you get started with our AI-powered sales and communication platform in just a few minutes.

What is Ellis AI?

Ellis AI is a comprehensive platform that combines:

• AI-powered voice calls for sales and customer service
• Emotional intelligence analysis to understand customer sentiment
• Intelligent lead qualification to identify qualified prospects
• Automated appointment scheduling to eliminate scheduling friction
• Conversation analysis to improve sales performance

Prerequisites

Before you begin, make sure you have:

• A modern web browser (Chrome, Firefox, Safari, or Edge)
• A microphone and speakers/headphones for voice calls
• A stable internet connection
• Your business information ready

Step 1: Create Your Account

1. Visit ellis.com.ai
2. Click "Get Started" or "Sign Up"
3. Fill in your business information:
   • Company name
   • Your name and email
   • Phone number
   • Industry/vertical

Step 2: Set Up Your Profile

After creating your account:

1. Complete your profile with additional business details
2. Upload your company logo for branding
3. Configure your timezone for accurate scheduling
4. Set up your calendar integration (Google Calendar, Outlook, etc.)

Step 3: Purchase Credits

Ellis AI operates on a credit-based system:

1. Choose your credit package:

   • 100 Credits ($100) - Perfect for testing
   • 250 Credits ($250) - Small teams
   • 500 Credits ($450) - Growing businesses
   • 1000 Credits ($850) - Enterprise teams

2. Each voice call costs 1 credit

3. Credits never expire - use them when you need them

Step 4: Configure Your AI Assistant

Voice Settings

1. Choose your AI voice from our selection of natural-sounding voices
2. Set your greeting - how the AI introduces itself
3. Configure call handling - what happens when calls come in

Business Rules

1. Set your availability - when you're available for calls
2. Define your services - what you offer and pricing
3. Configure follow-up - how the AI should handle post-call actions

Step 5: Make Your First Call

Test Call

1. Click "Test Call" in your dashboard
2. Speak naturally - the AI will respond conversationally
3. Test different scenarios - ask questions, request information
4. Review the conversation - see how the AI handled the interaction

Live Call

1. Share your Ellis number with prospects
2. Let the AI handle incoming calls automatically
3. Monitor calls in real-time from your dashboard
4. Review insights after each conversation

Step 6: Review and Optimize

Analyze Performance

1. Check your dashboard for call analytics
2. Review conversation transcripts and insights
3. Monitor lead qualification results
4. Track appointment scheduling success rates

Optimize Settings

1. Adjust AI responses based on performance
2. Refine business rules for better results
3. Update your availability and services
4. Configure advanced features as needed

Key Features to Explore

Voice AI Calls

• Natural conversations with prospects
• Emotional intelligence to understand customer sentiment
• Real-time insights during calls
• Automatic follow-up and scheduling

Lead Qualification

• AI-powered scoring of prospect quality
• Emotional intent detection for buying signals
• Automatic qualification during conversations
• Integration with your CRM

Appointment Scheduling

• Instant scheduling without human intervention
• Calendar integration with your existing tools
• Smart availability management
• Automated reminders and follow-ups

Conversation Analysis

• Detailed transcripts of all conversations
• Sentiment analysis and emotional insights
• Performance metrics and trends
• Improvement recommendations

Next Steps

Now that you're set up, explore these areas:

1. Voice AI Configuration - Fine-tune your AI assistant
2. Lead Qualification Setup - Configure qualification criteria
3. Appointment Scheduling - Set up automated scheduling
4. Analytics and Reporting - Understand your performance
5. Integrations - Connect with your existing tools

Need Help?

• Documentation: Browse our comprehensive guides
• Support: Contact our team at support@ellis.com.ai
• Community: Join our user community for tips and best practices

Ready to transform your sales process? Start making calls with Ellis AI today and see the difference AI-powered conversations can make for your business.