How-To Guides

• Your first 5 minutes after setup

  You just finished onboarding — here's how to get value immediately.

• Train your AI to sound like you

  Your AI front desk sounds better the more it knows.

• Add your team and assign leads

  If you have team members who handle customer inquiries, here's how to bring them on board.

• Connect to Zapier or your CRM

  Send your tocc.contact leads to Zapier, HubSpot, Google Sheets, Slack, or any tool that accepts webhooks.

• Move from Review to Front Desk mode

  Review mode is great for getting started — you approve every response before it sends.