Getting started
Setup, onboarding, first week.
Connecting your practice to Amy
PopularPoint your phone number at Amy and link your practice management software. Once both are connected, Amy answers, books, and verifies from the very next call.
4 min read · Beginner
Meet Amy: how your AI front desk works
PopularAmy answers every call and text, books and verifies in real time, and hands your team anything that needs a person. Here's exactly what she does on a call and where the human takes over.
4 min read · Beginner
What happens during your first week live
Amy goes live the moment your setup wizard is done — no learning period to wait out. Here's what your first week looks like, what to check each day, and how your number transfer runs quietly in the background.
4 min read · Beginner
Setting your hours, holidays & greeting
Tell Amy when you're open, when you're closed, and how you want the practice to sound. These three settings shape every call — and you can change them any time in Settings.
3 min read · Beginner
Inviting your team and setting roles
Add your front-desk staff and providers so everyone works from the same live view. Choose each person's role, turn on two-factor auth, and remove access in seconds when someone leaves.
3 min read · Beginner
The Help Center and how to get support
One place for everything: short training videos, searchable how-to articles, and a way to reach a real person. Here's how to find an answer fast and open a ticket when you need us.
4 min read · Beginner
See Amy answer your phones
Valian answers every call 24/7 and books straight into your PMS. Live in 24 hours, pay only for what Amy uses.