Help Center
Answers for every step of using Isabel.
Browse practical guides for onboarding, training, testing, billing, connected tools, and day-to-day call operations.
Topics
Browse by category
Organized the way teams actually use Isabel: setup first, then testing, launch, connected tools, and ongoing operations.
Getting Started
Create your account, sign in, and learn the basic dashboard flow.
2 articlesView topic
Training And Setup
Teach Isabel about your business and shape how Isabel speaks.
3 articlesView topic
Preview And Launch
Test the experience, activate billing, and forward calls live.
2 articlesView topic
Integrations
Connect calendars, scheduling tools, Slack, and Zapier.
7 articlesView topic
Operations And Account
Review calls, manage billing, update settings, and troubleshoot issues.
8 articlesView topic
Getting Started
Create your account, sign in, and learn the basic dashboard flow.
Start here if you are brand new to Isabel.
Create your Isabel account
Start a trial, sign in for the first time, and understand what happens right after signup.
3 min read • Updated March 28, 2026Read article
Understand the dashboard flow
Learn what each major page does so you know where to train, test, launch, and manage Isabel.
4 min read • Updated March 28, 2026Read article
Training And Setup
Teach Isabel about your business and shape how Isabel speaks.
Best for owners setting up their first live assistant.
Add training sources for your business
Teach Isabel from your business details, website, Google Business Profile, and PDF uploads.
5 min read • Updated March 28, 2026Read article
Customize voice, greeting, and message capture
Shape how Isabel sounds, what Isabel says first, and what Isabel collects when a call needs follow-up.
5 min read • Updated March 28, 2026Read article
Configure agent hours, services, and policies
Use the Agent page tabs to set what Isabel knows about your hours, services, staff, and caller follow-up.
5 min read • Updated April 30, 2026Read article
Preview And Launch
Test the experience, activate billing, and forward calls live.
Use these when you are ready to move from setup to real calls.
Test Isabel with live preview
Talk to the assistant in your browser, confirm the greeting sounds right, and catch gaps before launch.
4 min read • Updated March 28, 2026Read article
Go live with call forwarding
Activate billing, confirm your AI number, and route calls to Isabel using the Go Live instructions.
5 min read • Updated March 28, 2026Read article
Integrations
Connect calendars, scheduling tools, Slack, and Zapier.
Keep Isabel aligned with the rest of your workflow.
Connect Google Calendar, Calendly, and Acuity
Let Isabel stay aligned with your availability and scheduling workflow.
5 min read • Updated March 28, 2026Read article
Send call events to Slack and Zapier
Push Isabel activity into your team chat or the rest of your automation stack.
4 min read • Updated March 28, 2026Read article
Connect Google Calendar for scheduling
Let Isabel read availability and create events on the Google Calendar you choose.
4 min read • Updated April 30, 2026Read article
Connect Calendly for scheduling
Use Calendly event types with Isabel so callers can book through the same flows your team already uses.
4 min read • Updated April 30, 2026Read article
Connect Acuity for scheduling
Let Isabel book appointments directly into Acuity using your existing appointment types.
4 min read • Updated April 30, 2026Read article
Zapier triggers and searches for Isabel
Connect Isabel to thousands of apps in Zapier using the built-in triggers and searches.
5 min read • Updated April 30, 2026Read article
I don't see the integration I need
What to do when Isabel does not list the tool you use, and how Zapier covers the gap.
3 min read • Updated April 30, 2026Read article
Operations And Account
Review calls, manage billing, update settings, and troubleshoot issues.
Everything you need after the assistant is already in motion.
Review call history, recordings, and summaries
Use the Call History page to see what Isabel is handling and how callers are interacting with the business.
4 min read • Updated March 28, 2026Read article
Manage billing and subscription status
Use the billing area to start checkout, manage Stripe, and understand provisioning status.
4 min read • Updated March 28, 2026Read article
Manage account settings and password resets
Update timezone preferences and send yourself a password reset from the dashboard.
3 min read • Updated March 28, 2026Read article
Solve common sign-in and connection issues
What to do when the dashboard sends you back to login or an integration connection does not finish cleanly.
4 min read • Updated March 28, 2026Read article
Set up email and SMS notifications
Choose where Isabel sends call summaries and message captures so the right people follow up fast.
3 min read • Updated April 30, 2026Read article
Stop spam callers from reaching Isabel
Use the built-in spam detection, blocklist, and spam voicemail capture to keep junk calls out of the way.
4 min read • Updated April 30, 2026Read article
Cancel your Isabel account
How to cancel the subscription, what happens to your number and data, and how to come back later.
4 min read • Updated April 30, 2026Read article
Why Isabel is US-only today
The short answer on phone number availability and what non-US prospects can still do.
2 min read • Updated April 30, 2026Read article