Question 1

Forwarding all your calls to your AI receptionist

Accepted Answer

Forward calls from your number to Dialzara

Want Dialzara’s AI receptionist to handle your calls? Here’s how to forward all incoming calls from your current number to your Dialzara virtual receptionist.

Looking to forward only missed calls? Check out this guide instead.

What you’ll need

Your current phone number
Your Dialzara phone number (available on any paid plan — find it under the My Agent tab)
Access to your phone or business phone system

Setup instructions by mobile carrier

Verizon

Dial *72
Enter your Dialzara number
Press #

To disable, dial `*73`.

AT&T

Dial *21*
Enter your Dialzara number
Press #

To disable, dial `#21#`.

T-Mobile

Dial **21*
Enter your Dialzara number
Press #

To disable, dial `##21#`.

Sprint

Dial *72
Enter your Dialzara number
Press #

To disable, dial `*720`.

Setup instructions for popular VoIP systems

RingCentral

Log in to RingCentral.
Open Settings via your profile icon.
Navigate to Phone System > Call Handling & Forwarding.
Input your Dialzara number.

5. Save.

Google Voice

Log in to Google Voice.
Open Settings via the gear icon.
Under Calls, find Call Forwarding.
Enter your Dialzara number.

5. Save.

Vonage

Log in to Vonage.
Go to Account > My Services.
Under Call Forwarding, click Edit.
Enter your Dialzara number.

5. Save.

#

Question 2

Customizing your AI receptionist's training guide

Accepted Answer

This helpdesk article is designed to guide you through the process of refining your voice AI agent's training guide to achieve optimal performance. The training guide is the central component that dictates how your AI agent interacts with callers, serving as its core intelligence and operational instructions.

Understanding the Training Guide

The training guide functions as the system prompt for your AI agent. It is a free text area where all the information necessary for the AI agent's performance, including things it should say, its roles, and its responsibilities, is entered. It can be considered the equivalent of the knowledge a human receptionist holds about your business. The system supports a significant amount of information within the training guide, up to ~10,000 words.

The Initial Setup and the Need for Refinement

Upon initial setup, you are guided through a process that asks for details like company name, target customers, and what the AI agent should know and do. Based on this input, a draft of the training guide is automatically generated, which aims to get the user approximately 90% of the way to a functional agent.

The remaining 10% is crucial for transforming a functional agent into one that can handle each phone call effectively and perfectly. This transformation is achieved through refinement, an iterative process. It involves designing the prompt (or starting with the auto-generated one), testing its performance, analyzing the results (often by r

Question 3

Training your AI receptionist to transfer calls to another phone number

Accepted Answer

Your Dialzara agent can transfer calls to another number if requested by the caller.

This is useful if you want your agent to pre-qualify a caller before handing it off to a live agent.

First, click on the “Add/Edit” button under Actions.

Next, do the following:

Enable the “Transfer Calls” option.
Enter the phone number you want your agent to transfer calls to.
Write a message for the agent to say before initiating the call transfer.

You can repeat this process for each call transfer you want your AI receptionist to handle.

Close the actions window, then open your agents training guide.

In the training guide, paste the below text exactly into your training guide.

---
## Call Transfers

- **If you feel the caller is expecting you to transfer their call:**
  - Output your response by using a tool.
  - **Do not generate any other text in your response.**
  - **Never read the phone number out loud when transferring.**
---

Congratulations! Your Dialzara AI agent will now transfer calls when requested.

Question 4

Forward only missed calls to your AI receptionist

Accepted Answer

Set up missed call forwarding to Dialzara

Want your AI receptionist to step in only when you're unavailable? With conditional call forwarding, Dialzara answers calls that you miss — no more voicemail dead ends.

Here’s how it works.

Dialzara will pick up when:

Your line is busy
You don’t answer in time
Your phone is off or out of service

Need every call to go to Dialzara, not just missed ones? Follow this guide instead: Forwarding all your calls to your AI receptionist

iPhone users: Read this first

Before you begin: Turn off visual voicemail.
If you don’t, your missed calls may go to voicemail instead of your AI receptionist.

How to turn off visual voicemail on iPhone

Open Settings
Tap Phone
Select Call Forwarding & Visual Voicemail
Disable Visual Voicemail

How to forward missed calls

Choose your mobile carrier below and follow the steps. These work on both Android and iPhone.

T-Mobile

Dial *004
Enter your 10-digit Dialzara number
Press 11#
Hit Call and wait for confirmation

To disable: Dial `##004#`

Verizon

Dial *71
Enter your 10-digit Dialzara number
Hit Call and wait for confirmation

To disable: Dial `*73`

AT&T

Dial 004
Enter your 10-digit Dialzara number
Press *11#

4. Hit Call and wait for confirmation

Make sure it’s working

Question 5

Port an existing number to Dialzara

Accepted Answer

This guide covers everything you need to know about porting your phone number to Dialzara. It explains the porting process, details the required documentation, highlights common issues and their fixes, and helps you decide whether porting or call forwarding is best for your needs.

Overview of Phone Number Porting

Porting a phone number involves transferring your existing number from one carrier to another. With Dialzara, this means moving your number to a system that supports inbound calling via an AI agent. While this can be cost effective and convenient, the process requires careful preparation and understanding of potential challenges.

Detailed Breakdown of the Porting Process

1. How Porting Works Between Carriers

Inter-carrier Communication: Your current carrier and Dialzara follow established industry protocols to transfer the number. This typically involves secure data exchange and verification steps.
Coordination Timing: The transfer is scheduled to minimize downtime, often during off-peak hours.
Verification: Carriers verify the details provided in the port request to ensure that the person initiating the port has authority over the number.

2. What You Need for a Successful Porting Request

Letter of Authorization (LOA):
Prepare a signed letter stating that you authorize the transfer of your number. This document verifies that you approve the change.
Porting PIN:
Request this PIN from your current provide

Question 6

Connect Dialzara to Other Apps Using Zapier

Accepted Answer

Integrate Dialzara with thousands of apps seamlessly using Zapier. This article will guide you through understanding Zapier, connecting it with Dialzara, building simple and complex Zaps, and understanding the associated costs and advanced support options.

1. What is Zapier?

Zapier is an online automation tool that allows you to connect different apps and services without writing any code. It enables you to create automated workflows—called Zaps—that can handle repetitive tasks and streamline your operations. With Zapier, you can set up simple or complex automations to improve productivity and reduce manual work.

2. How Does Dialzara Work with Zapier?

Connecting Dialzara with Zapier is a step-by-step process that ensures your Dialzara account is secure and ready to trigger automated workflows.

Step-by-Step Process:

Access Your Dialzara API Key:

Log in to your Dialzara account.
Navigate to your Profile settings where you will find your Dialzara API key.

Create or Log In to Your Zapier Account:

If you don’t have a Zapier account, sign up at Zapier. If you already have an account, log in.

Connect Your Dialzara Account to Zapier:

In Zapier, start creating a new Zap.
For the trigger, select Dialzara. You will be prompted to authorize access.
Enter your Dialzara API key from your Profile settings when requested.
Follow the on-screen instructions to complete the authorization p

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