Customer resources

Everything you need to set up Voxinly properly.

Step-by-step guides, real screenshots, plain English. New to Voxinly? Start with the onboarding guide below. Already running? Dive into the configuration or platform-integration guides.

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Getting started with Voxinly — live in under five minutes

The complete step-by-step walkthrough for new Voxinly customers. From sign-up to a live chatbot answering customer enquiries on your website — in under five minutes thanks to trade presets.

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A tradesman setting up Voxinly on a laptop at his workshop desk

Platform integrations

WordPress dashboard on a laptop screen with a tradesman site open

Adding Voxinly to your WordPress site — step by step

The full guide to installing Voxinly on a WordPress site, with screenshots at every step. Two methods: the fre…

Everything you need to set up Voxinly properly.

Getting started with Voxinly — live in under five minutes

Platform integrations

Adding Voxinly to your WordPress site — step by step

Adding Voxinly to Wix, Squarespace, Webflow and Shopify

Adding Voxinly to a custom-built website

Configuration

Configuring your brand colour, logo and welcome message

Brand customisation deep dive — logo, colour, font, persona, welcome message

Uploading your business knowledge — pricing, services, opening hours, FAQs

Setting up postcode coverage — who you'll travel to, who you won't

Quote rules — teaching Voxinly to ballpark prices on your behalf

WhatsApp handoff — when the chatbot passes the customer to your phone

Trust badges — showing Gas Safe, NICEIC and Checkatrade in the chat

Photo-to-quote — letting customers send a picture of the job

Out-of-hours handling — catching customers while you're asleep or on a job

Lead scoring and qualification rules — finding the hot leads in the pile

AI Voice Receptionist — setup, training, and getting the most out of it

Testing & Going Live

Testing your widget — what to check before going live

Dashboard & Analytics

Reading your Voxinly dashboard — what every number means

Team

Multi-tradesman team setup — accounts, assignments and shift handover

Getting started

Pricing tiers — Starter, Pro, Business and when to upgrade

Integrations

Connecting your CRM — HubSpot, Pipedrive, Monday and the manual fallback

Booking calendar integration — Cal.com, Calendly and Google Calendar

Operations

Conversation review and quality assurance — keeping the chatbot honest

Ready to set up Voxinly?