DOCS

Documentation.

Get CallSorted live in under 10 minutes. Everything you need to set up, connect, and customise your AI receptionist.

Quickstart

Get CallSorted live and answering calls in under 10 minutes.

Step 01

Point at your website

Enter your website URL during onboarding. CallSorted reads your services, pricing, hours, and team automatically — no manual setup required. Takes about 2 minutes.

Step 02

Connect your CRM

Select your platform from the integrations list and authenticate with one click. CallSorted immediately begins pushing call summaries, contacts, and bookings to your existing records.

Step 03

Forward your number

Set up conditional call forwarding from your existing number to your CallSorted number. Works with any Australian telco. Step-by-step instructions for Telstra, Optus, and Vodafone are inside your dashboard.

Done

You're live

CallSorted is now answering your calls. Check the dashboard to see live call data, recordings, and bookings appear in real time.

Setup & onboarding

Customise your AI receptionist's name, voice, greeting, and business knowledge.

AI persona

From Settings → AI Persona, set your receptionist's name (e.g. "Sam from Acme Plumbing"), choose from 12 voice styles, and customise the opening greeting. Changes go live instantly — no redeploy needed.

Business knowledge

CallSorted learns your business from three sources, in priority order:

01Your custom FAQs — uploaded directly in the dashboard. Highest priority; always used verbatim.
02Your website — crawled at onboarding and re-synced weekly. Covers services, pricing, hours, and team.
03Industry defaults — built-in knowledge for your industry category (trades, health, legal, etc.).

After-hours settings

Set separate behaviour under Settings → Call Routing → After Hours:

Standard mode — AI answers exactly the same as during hours.
After-hours mode — AI acknowledges off-hours, takes a message, and sets a callback expectation.
Urgent routing — AI identifies genuine emergencies and routes them to your on-call number.

Phone number config

Route your existing number to CallSorted without changing it for callers.

You keep your existing number. CallSorted uses conditional call forwarding — calls ring your phone first, then forward to CallSorted only when you don't answer (or always, if you prefer).

Telstra (mobile & landline)

# Forward when unanswered (recommended) **61 [CallSorted number] **61# # Forward always **21 [CallSorted number] **21# # Deactivate forwarding ##21#

Optus

# Forward on no answer *61 [CallSorted number]# # Forward always *21 [CallSorted number]# # Deactivate #21#

VoIP / hosted PBX

For 3CX, RingCentral, Dialpad, or similar — set a Hunt Group or Call Forward on No Answer rule pointing to your CallSorted DID. Contact support for a specific walkthrough.

1300 / 1800 numbers: Forwarding must be configured via your telco's business portal — not a handset code. Log in to Telstra Business or Optus Business, go to Number Management, and set the forward destination to your CallSorted number.

CRM connection

Every call pushes a contact record, call summary, and outcome tag to your CRM — automatically.

Connect from Integrations → CRM. Authentication is OAuth — no API keys to copy. CallSorted requests read/write access to contacts and activities only.

Live

HubSpot

Creates/updates contacts, logs call activity, and sets lifecycle stage. Supports deal creation on high-intent calls.

Live

Salesforce

Logs calls as Activities on the Lead or Contact record. Maps to custom fields via field mapping UI.

Live

Zoho CRM

Creates contacts and call logs. Supports Zoho Bookings sync for appointment scheduling.

Live

Pipedrive

Creates Persons and Activities. Optionally creates Deals on booking-confirmed calls.

Live

ServiceM8

Creates Jobs and Clients directly. Preferred integration for Australian trades businesses.

Live

Cliniko

Creates patient records and appointment requests. Compliant with Australian health privacy standards.

Coming soon

Monday.com

Board items created on call completion with caller details and outcome tag.

Coming soon

Notion

Database integration — logs calls as new Notion database entries.

Don't see your CRM? Use our Webhooks API to push call data to any system, or connect via Zapier / Make. Contact us to request a native integration.

Calendar sync

CallSorted books directly into your calendar — checking real-time availability before confirming with the caller.

Connect from Integrations → Calendar. CallSorted reads availability in real time and writes confirmed bookings as calendar events with caller details in the description.

Google Calendar

Live

OAuth sign-in. Supports multiple calendars per account, team calendars, and resource calendars. Checks free/busy across all connected calendars before confirming a booking.

Microsoft Outlook / 365

Live

Microsoft OAuth. Supports personal and shared mailbox calendars. Respects Outlook "working hours" settings for after-hours logic.

Calendly

Live

Connects to your Calendly event types. Books into Calendly's scheduling engine — invitee confirmations and reminders fire as normal.

Acuity Scheduling

Live

Books into Acuity appointment types. Supports intake form prepopulation using caller details collected during the call.

Multi-practitioner & multi-location

Under Settings → Routing Rules, choose:

Round-robin — distributes bookings evenly across available practitioners.
Caller preference — re-books callers with the same practitioner from their last visit.
Location routing — asks which location and books into the correct calendar.
Booking confirmation SMS: After every booking, CallSorted sends the caller an SMS with appointment details and your business address. Replies forward to your nominated mobile. Configure the template under Settings → Notifications.