Setup Guide

Each section on the Setup page is an independent feature you can turn on or off. Start with a greeting for missed calls, then layer on inbound texts, forms, Draft Mode, Weekly Reports, and Spam Control as you need them. Diagrams for how those toggles combine are in Call scenarios.

Running a kennel or daycare mostly on the phone? This signup page preloads a greeting plus extract fields for owner, pet, service, dates, and care notes.

Dashboard

Your dashboard is one Inbox for calls, inbound texts, Webflow forms, and Yelp leads. Tabs are Inbox, Responded, Read, and Spam. Inbox is new work. Responded is items your agent already replied to. Read is what you have opened or marked seen. Spam is junk silenced by Spam Control. Stats at the top show auto-responded volume for today, the last 7 days, and all time.

Missed Call Forwarding

Dial the enable code from the phone customers already call. Unanswered calls then land on your agent number. This is carrier forwarding, not BlueBubbles.

Tip. Disable has its own step. For Verizon dial *73 from the business phone. AT&T and T-Mobile use ##61#.

Direct calls

Ring a live phone when a call already reached your agent, including people who dialed your business line. If nobody picks up, voicemail and texts follow your usual settings.

Tip. Use a phone someone actually answers. Do not ring the line that forwards into the agent, or the call loops.

Greeting

Every caller hears a greeting when your agent picks up. Type text for a spoken voice, record or upload your own audio so callers hear you directly, or pick a voice to read typed text.

Tip. Start here. A clear, natural greeting is the single biggest improvement you can make over standard voicemail.

Voicemail

After the greeting, your agent records the caller's message. The audio is always kept for playback and audits. Transcribe turns it into text only. Extract and Prompt add optional agent steps when you want structured or custom output.

Converts the caller's audio to plain text and saves it on the call record. The recording file stays attached for review. No template or extra agent steps. Default when you want readable voicemails without added interpretation.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

Text to Customer

Text the customer after a call. Choose from three modes. Hang-ups only can limit those texts to people who did not leave a message.

Texts the caller a copy of their own voicemail transcription. No template needed. Hang-ups only skips this when they left a real message.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

Hang-ups only

Text the caller only when they hang up without a message. People who leave voicemail still get saved for you, with no agent reply.

Tip. Lives under Text to Customer. Draft Mode still holds the hang-up text until you turn Draft Mode off.

Inbound Texts

Answer people who text your agent number without calling first. Works for carrier text, MMS, and iMessage when BlueBubbles is connected. Replies use your Business facts and Memory, including photos when someone sends one.

Write freeform instructions for how your agent should reply to inbound texts and photos.

Example

Reply helpfully using business facts. If they send a photo, describe what you can and ask one clarifying question if needed.

Output

Thanks for the photo. That looks like a medium dog. We have boarding open this weekend. What dates work for you?

Tip. Known answers from Business facts and Memory send after your reply delay (with a little natural wiggle). If a fact is missing, your agent texts you and stays quiet with the customer until you answer. Reviewer phones can opt into the real customer inbound path with a short @ mention shown in Setup.

Text to You

Get a text on your phone when someone leaves a voicemail, texts in, or submits a form that needs a fact you have not written down yet. Your agent asks a short question, learns from your answer, and finishes the customer reply. You can list up to 4 phones.

Sends you the raw voicemail transcription as a text message. Quick way to read what the caller said without opening the dashboard.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

Email to Customer

Send the customer an email after their call. Works the same way as Text to Customer but over email. Choose from three modes.

Emails the caller a copy of their voicemail transcription. Works like the text version but over email, so you can include longer content or formatting.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

Email to You

Receive an email with the voicemail details. Pairs well with inbox rules or CRM forwarding. Choose from three modes.

Emails you the raw voicemail transcription. Pairs well with inbox rules, labels, or CRM forwarding.

Output

Hi, this is Sarah from Dr. Miller's office. I'm calling to confirm your appointment on Thursday at 2pm. Please call us back at 555-0142.

Voice Selection

By default your greeting uses a managed StarAgent voice. You can pick from dozens of natural sounding voices or clone your own.

Draft Mode

Train your agent without messaging customers. While Draft Mode is on, text and email drafts go only to your reviewers. Reply in plain language with feedback to teach Memory. Nothing is sent to the customer. Turn it off when you trust the replies and are ready for live traffic. Add up to 4 reviewer phones or emails. Newest drafts go first. After you clear a draft, texts from reviewers become ops chat for recent calls and limited setup changes.

Tip. Use Draft Mode like a sandbox while you dial in Business facts and Memory. When the same phone is also on Text to You, that phone still gets the missed-call summary separately from the draft.

Spam Control

Turn on once to quiet spam from website forms, inbound texts, voicemail, and Yelp. Your agent uses Business facts to tell real customer questions from SEO pitches, phishing links, and mass outreach. Spam is saved in history with an activity note. No reply, review, or lead billing.

Tip. Keep Business facts up to date so the classifier knows what a real inquiry looks like for your business.

Weekly Reports

Text a short recap of the last 7 days to up to 4 phones every Monday. Uses the same inbound counts you see on the dashboard. Prompt lets you describe the tone. Template fills a format you write. Email reports are not available yet.

Write freeform instructions for how the weekly recap should read.

Example

Write a short recap of inbound volume, what the agent handled, and anything that still needs a look. Keep it under 8 sentences. No markdown.

Output

Quiet-ish week at StarAgent. 23 inbound (12 calls, 8 texts, 2 forms, 1 Yelp). Agent handled 18. Two still need a look, including weekend boarding and a September pricing text. Spam silenced 2.

Tip. Preview uses your real last 7 days of dashboard activity, including a quiet week.

Preview

The Voicemail, Text, Email, and Weekly Reports sections each have a Preview button next to Save. Clicking it generates a sample output using your current mode and template so you can see exactly what your agent will produce before going live.

The small arrow on the right side of the Preview button opens a scenario picker. Four built-in scenarios are included out of the box.

Appointment request. A caller trying to schedule a time.
Urgent callback. Someone who needs a reply right away.
Pricing inquiry. A prospective customer asking about cost.
Complaint or issue. An existing customer reporting a problem.

You can also add your own scenarios. Custom scenarios are saved in your browser and available across all sections. Use them to test edge cases or build a library of inputs that match your real callers.

Integrations

Connect StarAgent to external tools. These live in the Integrations section at the bottom of the Setup page.

Webhooks

POST call, voicemail, and inbound text events to any URL in real time. Connect to Zapier, N8N, Make, or your own backend.

BlueBubbles (iMessage)

Send and receive iMessages from your agent. With Inbound Texts on, photo attachments are downloaded and read before your agent replies.

Zapier

Trigger Zaps from calls, voicemails, texts, and lead events.

N8N

Ingest StarAgent events into self-hosted N8N workflows.

Loops.so

Send transactional emails to callers or your team when a call or lead lands.

Webflow Forms

Reply to website form submissions by text or email. Spam Control can quiet junk forms.

Yelp Leads

Draft first replies for Yelp Request a Quote leads with a controlled delay.

PostHog

Send call, text, review, and memory events to your PostHog project.

Common combinations

Simple voicemail upgrade. Custom greeting and Voicemail (Transcribe). Callers hear a professional greeting and you get clean text transcripts.

Lead capture. Custom greeting, Voicemail (Extract), and Email to You. The agent pulls name, phone, and reason from each call and emails you a summary.

Full auto reply. Custom greeting, Voicemail (Extract), Text to Customer, Email to You, and Webhook. The customer gets a text, you get an email, and your CRM gets the structured data.

iMessage responder. Custom greeting, Voicemail, and BlueBubbles. After a missed call, the agent sends an iMessage from your Apple ID instead of a carrier text.

Draft Mode training. Text to Customer with Draft Mode on. Customer replies stay with your reviewers. Turn Draft Mode off for live sends. Inbound texts still build from Business facts after your reply delay.

Texting facts. Keep Text to You on so missing answers text you first. Once Memory or Business facts have the answer, later customers get it without another ask.

Website and Yelp leads. Turn on Webflow Forms or Yelp Leads so form and quote requests land in the same Inbox as missed calls. Add Spam Control to quiet SEO pitches and junk outreach.

Owner recap. Weekly Reports with Prompt, sent to the same phones as Text to You. Monday text covers volume, what the agent handled, and what still needs a look.

Tip. You can turn any section on or off at any time without affecting the others. Start simple with calls, then add texts and forms as you see what your customers need.