Learn tickIt without getting lost in technical details.

Create your account and verify your email.

Choose the type of calls your business gets most often.

Create your first assistant from the prefilled draft.

Connect a phone number so callers can reach the assistant.

Make a test call and review the ticket that appears in the app.

Use the workspace name your team recognizes every day.

Choose the workflow that most closely matches your business, like maintenance, front desk, IT support, or customer support.

Let tickIt prefill your first assistant so you are not starting from a blank screen.

Keep one workspace per business or team that needs separate assistants and call history.

Pick the assistant name your team will recognize inside the app.

Choose a behavior preset that matches how you want the assistant to sound.

Set the first line the assistant says so your greeting feels on-brand.

Use the prompt draft as your starting point, then keep the instructions short, clear, and practical.

Save and sync after changes so the live phone assistant gets the newest version.

Provision a number inside tickIt or forward your existing business number once the assistant is ready.

Keep one number per assistant when you want separate call flows.

Use the live status in the app to confirm the line is active before testing.

Place a real test call so you can hear the greeting and check the ticket flow.

The assistant answers and greets the caller.

If the caller is already known, tickIt can recognize them and use saved context.

The assistant gathers the issue, urgency, and the details needed for follow-up.

After confirmation, tickIt creates the ticket and saves the call context.

If the workflow needs a meeting, tickIt can help move that into scheduling.

Tickets show what happened, who called, and what needs to happen next.

Contacts keep repeat callers connected to their call history and past tickets.

Meetings and suggested follow-up stay attached to the relevant ticket.

Calls keep the recording and transcript together so your team can review what was said.

Listen to a few real calls every week.

Shorten prompts when the assistant sounds too wordy.

Add clearer instructions when it misses key details.

Adjust the opening line and behavior preset if the tone feels off.

Keep using one test call after every important change.