Short, plain guides to running your Talkify agent: building it, reading your calls, understanding the dashboard, changing where alerts go, and forwarding your existing number so the agent answers.
Read this first. Talkify uses the word "agent" for two things, and knowing which is which saves a lot of confusion.
Your AI receptionists. Each one has its own phone number, voice, greeting and knowledge. When someone rings your business, an incoming agent answers. You manage these under My Agents in your dashboard.
The shared voices used when Talkify rings your contacts, for reminders and surveys. They are set up once and reused. The caller number an outbound call shows is borrowed from one of your incoming agents.
Your AI receptionist, the one that answers calls to your number. Everything below lives under My Agents once you are signed in.
The agent's instructions are split into editable sections such as Personality, Environment, Tone, Responses, Goal, Guardrails and Tools. Edit each section, switch sections on or off, and reorder them. There are shortcuts to build a sensible starter prompt or to draft one from your company details.
Add knowledge sources too, either a web page (URL) or text you paste in. The agent uses these to answer questions about your business. Keep prompts short and clear: tell the agent what to do first, answer briefly, ask one question at a time.
Build the list of services the agent can talk about, and where calendars are connected, book. Tick the calendars this agent may use for availability checks and bookings. After you save a new agent, give it a few moments to go live, then check the Status on the My Agents list (Live, Syncing, Error, or Not deployed).
Where call alerts go is set per agent, not globally. Open the agent under My Agents and edit it.
This number receives SMS reminders and the "important call" alert. The alert SMS only sends when the number is a valid New Zealand mobile.
Listen back, read the written record, and check recordings under Calls in your dashboard.
The Calls list shows when each call happened, the caller's number, the agent, the duration and the outcome. Open a call to see the full transcript and summary, plus a player to listen to the recording in place. There is also a button to open the recording in a new tab.
Calls Talkify places out have their own list, showing the number called, the status, the captured answers and whether the result was delivered to any connected systems. Open one to see the summary, the answers and the full transcript.
The home screen after you sign in, at a glance.
For reminders, confirmations and surveys, Talkify can ring your contacts and report the answers back. This is an advanced feature managed by your administrator.
A trigger is a stable web address an outside system, such as a GoHighLevel workflow, posts to in order to start calls. You build the questions once, give the trigger URL and signing secret to the calling system, and every call through it asks those questions. You can place a test call and run a test simulation before going live. Limits are 25 questions per trigger and 1000 recipients per batch.
Integrations forward completed call results to other systems. For GoHighLevel, create an Inbound Webhook trigger in your workflow and paste its URL into the integration. When a call completes, the result is posted there. Use the test buttons to check the connection and to send a sample so GoHighLevel can capture the field structure.
Already have a number your customers ring? Point it at your Talkify agent so the agent answers. Pick your carrier or phone below.
One NZMobile and home phone
One NZ mobile guide · One NZ home phone guide
SparkMobile and home phone
Spark mobile guide · Spark landline guide
The iPhone Settings screen only forwards all calls. For busy, no answer or off, type your carrier's codes (One NZ or Spark above) into the dialler. Standard codes that usually work elsewhere:
Menu names vary by brand. Keypad codes also work: *21*number# all, *61*number# no answer, *67*number# busy, *62*number# off. Cancel with ##21#, ##61#, ##67# or ##62#.
On a business phone system look for call forwarding, divert, or find me / follow me and set the destination to your agent's number. If you cannot find it, ask your phone provider to forward unanswered and busy calls for you.
Nine of the questions we hear most. If yours isn't here, ring our live demo agent on 03 242 1183 — it'll either answer or queue a callback from a human.