> ## Documentation Index > Fetch the complete documentation index at: https://docs.voxworks.ai/llms.txt > Use this file to discover all available pages before exploring further. # Onboarding Walkthrough > Every step of the Voxworks welcome wizard — personal details and SMS verification, team setup, AI script generation with a test call, your reserved phone number, and billing with $0 charged today. ## Overview The first time you sign in to Voxworks after creating your account, a welcome wizard walks you through setting up everything you need to make your first call: your profile, your team workspace, an AI-generated call script, a phone number, and billing. The opening screen — **Welcome to Voxworks**, "A phone platform for building natural conversations with AI voice agents." — has a single **Get Started** button that begins the wizard. A step list on the left tracks your progress: 1. **Personal details** — your name, mobile number, and SMS verification 2. **Team** — create your team workspace and invite colleagues 3. **Script** — generate a working call script from your website and test it 4. **Phone number** — review the Australian number reserved for you 5. **Billing** — add a payment method (\$0 charged today) 6. **Done** — finish up and jump into the app Completed steps show a tick, and you can click any completed step to go back and change your answers. Steps unlock in order, and everything beyond **Personal details** stays locked until your mobile number is verified. If you were **invited to an existing team**, you only see **Personal details** and **Done** — see [the invited-user shortcut](#invited-users-the-short-path) below. By the end of the wizard you'll have a verified profile, a team workspace on a 14-day free trial, a call script you've already spoken to, and a reserved phone number — without paying anything. *** ## Step 1 — Personal details The **Update Personal Details** screen collects your profile: | Field | Required | Description | | --------------- | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Profile picture | No | Click the photo circle or the **Upload Image** button to add a photo. JPEG, PNG, GIF, or WebP, up to 5 MB — a square image of at least 400×400px looks best. **Remove** clears it. | | First Name | Yes | Your given name. | | Last Name | Yes | Your family name. | | Phone Number | Yes | **Australian mobile numbers only (04XX XXX XXX)**. The field is preset to the +61 country code. | Landlines and non-Australian numbers are not accepted — the wizard verifies your number by SMS in the next step, and your mobile is also used later for "My Phone" test calls. Click **Continue** to save. ### SMS verification On the **Verify Your Phone Number** screen, Voxworks sends a 6-digit code to your mobile and shows the number partially masked (for example, +61 \*\*\* \*\*\* 5678). Type or paste the code into the six boxes — it submits automatically as soon as all six digits are in, or click **Verify & Continue**. * **Resend verification code** becomes available after a 60-second countdown ("Resend code in `{n}` seconds"). If you request too many codes in a short period, you'll be asked to try again in an hour. * **Change phone number** takes you back to the previous screen if you typed the wrong number. * If the code never arrives, check your SMS messages or use the **contact support** link on the screen. Once verified, the remaining wizard steps unlock. If you later revisit this step without changing your number, you'll see "This phone number is already verified." and can continue straight through — re-verification is only needed if you change the number. *** ## Step 2 — Team The **Set Up Your Account** screen creates your team workspace: "Your account is your workspace where you and your team can manage call scripts, phone numbers, members and calls." | Field | Required | Description | | ------------------------------ | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Team Name | Yes | Your team or company name. | | Industry | Yes | Pick your industry from the list (with **Other** at the end). Your choice shapes the tone and structure of the script generated in the next step. | | Invite Team Members (Optional) | No | Add up to five email addresses, each with a role — **Owner**, **Admin**, or **Member** (default Member). Click **Add another** for more rows. Invitees receive an email invitation. | You must also tick the checkbox confirming you've read and agree to the terms and conditions, and that you're authorised to sign up on behalf of your company — it's required whether you continue or skip, and the wizard highlights it if you miss it. Clicking **Continue** creates the team, and a few things happen behind the scenes: * **Your free trial starts.** First-time users always get the 14-day free trial with 100 free minutes, regardless of which plan they picked on the pricing page — the trial is once per user, so if you've had one before, your selected plan applies instead. See [Free Trial](/getting-started/free-trial) for the full mechanics. * **A phone number is reserved for your team** from the Voxworks pool, ready for the Phone number step. * **Invitations are emailed** to any team members you added. You can manage these later under **Settings → Members** — see [Team Members](/team/members). **Skip this step** continues without creating a team. Because scripts, phone numbers, and billing all live inside a team workspace, skipping also bypasses the Script and Phone number steps and takes you straight to Billing — you can create a team later from inside the app. *** ## Step 3 — Script The **Build your agent from your website** step generates a working call script for you: "Paste your URL and we'll generate a working call script. No setup required." First choose what kind of agent you want: * **Reception** — "Answer inbound calls, collect details, and route enquiries." * **Outbound lead gen** — "Call prospective customers, qualify interest, and book follow-up." Then give the generator something to work from — at least one of: | Source | Description | | -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- | | Website URL | Your business website (for example, `https://yourbusiness.com.au`). The generator reads it to learn your services, tone, and FAQs. | | Upload knowledge documents | One or more files — PDF, Word (.docx), PowerPoint (.pptx), plain text, Markdown, CSV, or JSON. "We use this to draft greetings, FAQs and tone of voice". | Click **Generate Script**. A progress bar and a live activity log show each stage of generation, and after a short wait you'll see "Script generated successfully" with a card naming your new script (named after your industry and agent type — for example, *Real Estate Reception Assistant* or *Real Estate Lead Generation Assistant*) and the note "Your script is ready for a test call." For what generation produces and how to refine it afterwards, see [AI Script Generation](/scripts/ai-generation). ### Test your agent Testing is built into this step: the **Continue** button only appears after you've completed a test call, so you always hear your agent before moving on. Click **Test Agent** to open the **Test Call** dialog and pick a call option: | Call option | What happens | | ----------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | In Browser | The call runs through your computer's microphone and speakers — no phone needed. A **Hang Up** button ends the call. | | My Phone | Voxworks rings your own mobile and the agent talks to you there. The dialog confirms "The call will be made to:" your saved number — if no contact details are saved for you yet, a short form asks for your name and phone number first. | Click **Start Call** to begin. The call is placed from a Voxworks number, and during onboarding it uses your team's reserved number where one is already held. Talk to your agent as a customer would — ask questions, make a booking enquiry, see how it responds. When the call ends, **Continue** appears alongside **Test Again**, so you can iterate as many times as you like. As the screen notes, "Your script will be available in your account to make any necessary changes." — see the [Script Editor Guide](/scripts/editor-guide). You can also **Skip this step** entirely and create a script later. *** ## Step 4 — Phone number The **We've reserved a number for you** step shows the Australian phone number Voxworks set aside when your team was created: "Your new phone number will be held for 14 days. Add a card on the next step to keep it permanently." The **Reserved number** card shows the number along with its location and type: * **Location** — the region the number belongs to: NSW / ACT, VIC / TAS, QLD, SA / WA / NT, or Australia mobile. * **Type** — **Mobile** (04xx) or **Area** (a local landline-style number). Your reserved number is linked to the script you just generated, so inbound calls to it are answered by your new agent. After onboarding it appears under **Numbers & Routing → Numbers** — see [Numbers Overview](/numbers/overview). **Choose a different number** opens the **Choose a phone number** dialog ("Select a different reserved number for your team.") with a table of available numbers and their Location and Type. Select one and click **Use this number** — the previous number is released back to the pool and "Phone number reserved" confirms the swap. **The 14-day hold:** the number stays reserved for your team for 14 days. Add a payment method on the next step to keep it permanently; otherwise it returns to the pool when the hold expires. Click **Continue**, or **Skip this step** to sort your number out later. *** ## Step 5 — Billing The **Add a payment method** step sets up billing without charging you anything: "\$0 charged today. We'll only bill if you continue past your 14-day trial." * The **Selected Plan** card shows the plan you chose on the pricing page (or the default if you didn't choose one), a summary of your free-trial inclusions, and the exact date billing would begin once the 14-day trial ends. Click **Change Plan** to pick a different plan — see [Plans & Pricing](/billing/plans) for current rates. * The card payment form collects your card securely. Once saved, you'll see "Payment method added successfully", with a **Change** button if you need to swap cards. If your business needs invoices, click **Need an invoice?** to open the **Billing Information** dialog: | Field | Required | Description | | -------------------------------- | -------- | ----------------------------------------------------------------------- | | Company name | Yes | The legal or trading name to appear on invoices. | | Address | Yes | Street address, with an optional second line for suite or unit details. | | City | Yes | City or suburb. | | State | Yes | State or province. | | Postal code | Yes | Postcode. | | ABN (Australian Business Number) | No | 11 digits. "Your ABN will appear on all invoices for tax purposes". | Click **Complete Setup** to finish (it activates once a payment method is added), or **Skip this step** — your trial continues either way, but without a card your reserved number lapses when its 14-day hold ends. You can add a card any time under **Settings → Billing** — see [Payment Methods](/billing/payment-methods). *** ## Step 6 — Done The final screen — **You're all set!** "Your account is ready to go." — lists three suggestions under **What's next?**: * **Connect your business phone line** — "Forward your business number to your new number OR port an existing business number into Voxworks" * **Configure your call script** — "Train your agent, add calendar booking tools and configure live handoff routes" * **Create your first outbound campaign** — "Start making AI-powered voice calls at scale to qualify leads and generate new business" The button label reflects where it takes you: **Open Script** drops you straight into the editor for your generated script, **Open Dashboard** opens your team workspace if you skipped script generation, invited users see **Go to Team**, and if you skipped creating a team altogether it reads **Get Started** and opens your personal home. Clicking it completes onboarding — "Welcome to Voxworks!" — and you won't see the wizard again. *** ## Invited users: the short path If you signed up from a team invitation email, the wizard is much shorter — the team owner has already handled the team, script, number, and billing. Your step list shows only **Personal details** and **Done**: 1. Complete **Personal details** and verify your mobile by SMS, exactly as above. 2. Land on the **Done** screen and click **Go to Team** — this accepts your invitation, adds you to the team with the role you were invited as, and opens the team workspace. Invitations expire, so if yours has lapsed ask a team owner or admin to re-send it from **Settings → Members**. For what each role can do once you're in, see [Roles & Permissions](/team/roles-permissions). *** ## Next Steps * [Quickstart: Build & Test Your First AI Agent](/getting-started/quickstart) — the fastest path from a fresh account to a working agent handling real calls. * [Free Trial](/getting-started/free-trial) — exactly how the 14-day, 100-minute trial works and what happens when it ends. * [AI Script Generation](/scripts/ai-generation) — what the generator builds from your website and how to refine the result. * [Forward Your Existing Number](/numbers/forward-existing-number) — point your current business number at your new Voxworks number.