> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lumisreach.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Sign up, pick a number, connect your calendar. Your AI is taking real calls 15 minutes from now.

# Live in 15 minutes

This is real setup on a real phone number. By the end of this page your AI is taking calls, booking appointments into your calendar, writing transcripts back to your inbox, and ready to source net-new prospects and enrich every record the moment you turn those on.

## What you will have when you are done

* A working phone number with the voice agent picking up 24/7
* Meetings booked into the right rep's calendar in real time
* Notifications routed to you when intent spikes or a human is needed
* Transcripts, recordings, and summaries written to your CRM for every conversation

## What to grab before you start

* Your business basics: company name, what you sell, your ICP, who you book meetings for
* Access to your calendar (Google, Outlook, or Apple)
* Your CRM credentials if you're connecting HubSpot, LeadConnector, or Zoho
* A payment method. The trial starts at \$20 and includes a phone number, \$10 in voice credit, and full access. See [Pricing](/pricing) for the full picture.

## Step 1: Sign up and pick a path

<Info>
  **Time: 30 seconds**
</Info>

Head to [app.lumisreach.com/signup](https://app.lumisreach.com/signup) and create your account. We will ask how you want to start.

<CardGroup cols={2}>
  <Card title="Try Everything: \$20 to start">
    Best for testing. You get a phone number, \$10 in voice credits, and 14 days of full access at the standard \$0.20/min rate. No subscription. After the trial we auto-place you on the right tier based on what you actually used.
  </Card>

  <Card title="Ready to Scale: pick a plan">
    Best if you already know your volume. Intake (\$95/mo), Outreach (\$395/mo), or Concierge (\$895/mo) — or done-for-you Lead Gen (contact sales). Higher tiers add minutes, seats, and features; overage is \$0.20/min on every tier. Pay annually and get 2 months free.
  </Card>
</CardGroup>

Full breakdown on the [Pricing](/pricing) page.

## Step 2: Tell us about your business

<Info>
  **Time: 2 minutes**
</Info>

You will fill out:

* **Your name.** What callers will hear if the AI introduces you.
* **Industry.** Pick the closest match (SaaS, legal, financial services, healthcare, real estate, e-commerce, and so on).
* **Website.** Optional. If you provide it we pull context from it.
* **Business name.** Automatically becomes your team URL (`yourbusiness.lumisreach.com`).

<Tip>
  You can edit any of this later. The team URL is only the slug. Your customers do not see it unless you white-label.
</Tip>

## Step 3: Pick your phone number

<Info>
  **Time: 1 minute**
</Info>

Choose the area code you want your AI number to come from. The picker checks availability in real time. Most US area codes have stock available immediately.

If you already have a business number you want to use, you have two options once you are live:

* **Forward.** Point your existing carrier at your new LumisReach number. Reversible in seconds.
* **Port.** Bring your number to LumisReach entirely (2 to 10 business days).

Start with a new LumisReach number so you can test without disrupting your current line.

## Step 4: Pay to activate

<Info>
  **Time: 1 minute**
</Info>

Enter your payment details. On the \$20 trial that is all you owe today: \$10 covers your phone number for the first month and \$10 lands as voice credit.

On a plan you will review your selected tier plus any add-ons (Smart Dispatch, DNC scrubbing, HIPAA compliance, White Glove setup) before confirming.

<Tip>
  Have a promo code? Enter it on this screen. **`PREMIER`** extends the trial to 30 days and waives the trial fee.
</Tip>

Once payment confirms, your AI is live on the number you picked.

## Step 5: Connect your calendar

<Info>
  **Time: 1 minute**
</Info>

So the AI can read availability and book appointments without conflict.

<Card title="Connect Your Calendar" icon="calendar" href="/concepts/your-calendar">
  Step-by-step instructions for Google, Outlook, and Apple Calendar
</Card>

The AI only reads free and busy windows. It does not read event titles, descriptions, or attendees.

## Step 6: Add your business info

<Info>
  **Time: 2 to 5 minutes**
</Info>

Your AI uses this information to handle real conversations.

<Checklist>
  * Business hours
  * Service area or location
  * Services offered
  * Common FAQs (example: "Do you offer free estimates?" → "Yes, all estimates are free")
  * Anything you would prefer it not say
</Checklist>

<Card title="Add Business Info" icon="book" href="/concepts/knowledge-base">
  What to include and how the AI uses it
</Card>

<Tip>
  Start simple. You can keep adding context as you hear how callers ask questions. Anything outside the knowledge base is gracefully escalated with the contact information captured.
</Tip>

## Step 7: Test it

<Info>
  **Time: 30 seconds**
</Info>

Call your new number from your phone. Have an actual conversation. Try to book yourself an appointment. Try a question you expect to be hard.

<Check>
  You are live. Real callers can reach an AI that answers in under a ring, takes the conversation seriously, and books revenue without your direct involvement.
</Check>

## What happens next

* **Inbound calls** are answered and handled by the AI
* **Booked appointments** appear on your calendar in real time
* **Notifications** route to you via email, SMS, or Slack
* **Transcripts and recordings** are saved to your dashboard

## Step 8: Turn on sourcing or enrichment (optional)

<Info>
  **Time: 2 minutes**
</Info>

If outbound is part of your motion, turn on sourcing to start receiving a fresh weekly list of ICP-matched accounts. If your CRM has missing fields or you want unknown inbound callers identified, turn on enrichment.

<CardGroup cols={2}>
  <Card title="Source leads" icon="bullseye" href="/solutions/core-solutions/source-leads">
    ICP-matched accounts and verified contacts on cadence
  </Card>

  <Card title="Enrich leads" icon="database" href="/solutions/core-solutions/enrich-leads">
    Fill missing fields, identify unknown callers
  </Card>
</CardGroup>

## Reviewing your first real calls

After your first few live calls, open the [Inbox](/getting-started/features/inbox) and skim the transcripts.

1. How did the AI handle each conversation?
2. Were there questions it could not answer? Add them to your business info.
3. Were there edge cases? Adjust your settings.

## Next steps

<CardGroup cols={2}>
  <Card title="Customize the voice" icon="microphone" href="/getting-started/setup/voice-personality">
    Choose how your AI sounds
  </Card>

  <Card title="Knowledge base" icon="book" href="/concepts/knowledge-base">
    Teach your AI more about your business
  </Card>

  <Card title="Fine-tune responses" icon="sliders" href="/getting-started/customization/custom-prompts">
    Adjust how the AI handles specific situations
  </Card>

  <Card title="Add more solutions" icon="plus" href="/solutions">
    Speed to Lead, no-show reduction, and more
  </Card>
</CardGroup>

## Stuck?

<CardGroup cols={2}>
  <Card title="Chat with us" icon="message">
    Live support during business hours
  </Card>

  <Card title="Email support" icon="envelope">
    [support@lumisreach.com](mailto:support@lumisreach.com)
  </Card>

  <Card title="Browse FAQ" icon="circle-question" href="/getting-started/faq">
    Common questions answered
  </Card>
</CardGroup>