📚 Training Center

Welcome to Voltt AI.

Follow these modules in order. Watch the video, follow the steps, check it off. Most clients are fully live in under 2 hours.

1
Account
2
Phone
3
Pipeline
4
AI On
5
Reviews
6
Booking
7
Campaigns
🚀
You're Live!
🚀

Module 1 — Getting Started

Day 1 · Account setup · 15 min

Start Here

Welcome to Voltt AI

Overview of your dashboard and what each section does.

⏱ 3 min

Setting Up Your Business Profile

Add your business name, address, hours, and logo.

⏱ 4 min

Connecting Your Phone Number

Activate your Voltt AI number for calls and SMS.

⏱ 5 min

📋 Step-by-Step Guide

  1. Log in at your dashboard URL (in your welcome email)
  2. Go to Settings → Business Profile → fill in all fields
  3. Upload your business logo (square format works best)
  4. Go to Settings → Phone Numbers → click "Get Number"
  5. Choose a local area code (305 or 786 for Miami)
  6. Save — your number is now active and ready to receive calls
📞

Module 2 — Never Miss a Lead

Missed call text-back · 10 min

Day 1

How Missed Call Text-Back Works

Watch the full automation flow from missed call to booked appointment.

⏱ 4 min

Customizing Your Auto-Response

Edit the message that goes out and personalize it for your business.

⏱ 3 min

📋 Step-by-Step Guide

  1. Go to Automation → Workflows → "Missed Call Text-Back" (pre-built)
  2. Click the SMS step → edit the message to match your business tone
  3. Example: "Hi! Sorry we missed your call at [Business Name]. We'd love to help — what can we assist you with today?"
  4. Make sure the workflow is set to "Published" (toggle top right)
  5. Test it: call your Voltt AI number from another phone and hang up
  6. You should receive the auto-text within 30 seconds ✅
🔄

Module 3 — Your Lead Pipeline

Pipeline management · 10 min

Day 2

Understanding Your Pipeline

How leads move from New Lead → Contacted → Booked → Won.

⏱ 5 min

Moving and Managing Leads

Drag, update, and track leads through your pipeline.

⏱ 4 min

📋 Step-by-Step Guide

  1. Go to CRM → Pipelines → your default pipeline is already set up
  2. Stages: New Lead → Contacted → Estimate Sent → Booked → Won → Lost
  3. Every new lead that comes in automatically lands in "New Lead"
  4. Drag cards between stages as leads progress
  5. Click any lead card to see full conversation history, notes, and next actions
  6. Set a value on each lead (e.g., $2,500) — pipeline shows your total revenue opportunity
🤖

Module 4 — AI Follow-Up

The money-maker · 10 min

Day 2

How AI Follow-Up Sequences Work

Watch the AI nurture a lead from first contact to booked appointment.

⏱ 5 min

Turning On Your Automations

Activate your pre-built sequences with one click.

⏱ 3 min

📋 Step-by-Step Guide

  1. Go to Automation → Workflows → find "New Lead Follow-Up Sequence"
  2. Review the sequence: Day 0 (immediate text) → Day 1 (follow-up) → Day 3 → Day 7
  3. Customize the messages with your business name and offer
  4. Toggle to "Published" to activate
  5. The AI will now automatically follow up with every new lead for 7 days
  6. You get a notification the moment a lead responds — jump in and close
⭐

Module 5 — Get More Reviews

Reputation management · 8 min

Day 3

Automating Review Requests

Set up automatic review requests after every completed job.

⏱ 4 min

Managing Your Reputation Dashboard

Respond to reviews and track your rating from one place.

⏱ 3 min

📋 Step-by-Step Guide

  1. Go to Reputation → Settings → connect your Google Business Profile
  2. Automation → Workflows → "Review Request" → publish it
  3. When a job is marked "Won" in your pipeline, review request fires automatically
  4. Customer gets a text: "Thanks for choosing us! Mind leaving us a quick review?" + your Google link
  5. Monitor incoming reviews in Reputation → Reviews tab
  6. Respond to all reviews directly from the dashboard
📅

Module 6 — Booking & Calendar

24/7 appointment booking · 10 min

Day 4

Setting Up Your Calendar

Configure your availability, appointment types, and buffer time.

⏱ 5 min

Sharing Your Booking Link

Add your booking link to your website, Google profile, and AI responses.

⏱ 3 min

📋 Step-by-Step Guide

  1. Go to Calendars → your default calendar is already created
  2. Click Edit → set your available hours (e.g., Mon–Fri 8am–6pm)
  3. Set appointment duration (e.g., 30 min) and buffer time (15 min)
  4. Copy your booking link from the "Share" tab
  5. Add it to: your Google Business profile, website, email signature
  6. Your AI follow-up sequences automatically include the booking link
  7. Every booking triggers a confirmation text + reminder 24hrs before
📧

Module 7 — Email & SMS Campaigns

Multi-channel marketing · 10 min

Day 5

Creating Your First Campaign

Build and send an email or SMS broadcast to your contact list.

⏱ 5 min

Reading Your Campaign Analytics

Open rates, click rates, and what to do with the data.

⏱ 4 min

📋 Step-by-Step Guide

  1. Go to Marketing → Emails → Create Campaign
  2. Choose a template or start from scratch
  3. Write your subject line (keep it under 50 characters)
  4. Add your message — keep it short, one clear call to action
  5. Select your audience (all contacts, or filter by tag)
  6. Schedule or send immediately
  7. Check Analytics 24hrs later — aim for 25%+ open rate
💬

Module 8 — Your Unified Inbox

All messages in one place · 8 min

Day 5

The Unified Inbox Explained

See SMS, email, Facebook DMs, Instagram, and Google messages in one feed.

⏱ 4 min

Adding the Chat Widget to Your Website

Copy-paste one line of code to add live chat to your site.

⏱ 3 min

📋 Step-by-Step Guide

  1. Go to Conversations — this is your unified inbox
  2. Connect Facebook/Instagram: Settings → Integrations → Facebook
  3. Connect Google: Settings → Integrations → Google My Business
  4. For website chat widget: Settings → Chat Widget → copy the embed code
  5. Paste the embed code before </body> on your website
  6. The chat widget is now live — all chats go to your unified inbox
  7. Enable AI-suggested replies to respond faster

Frequently Asked Questions

How long does setup take?
Most clients complete all 8 modules and are fully live in under 2 hours. The videos are short and the step-by-step guides walk you through every click.
What phone number do I use?
You get a dedicated Voltt AI phone number (local Miami area code — 305 or 786). Forward your existing business number to it, or use it as your main business number.
Can I import my existing contacts?
Yes. Go to Contacts → Import → upload a CSV file. We recommend importing past customers first so you can start getting reviews from them immediately.
What happens when someone texts back?
You get a notification. The conversation lives in your unified inbox. If AI-suggested replies are on, it will suggest a response. You can reply from your phone using the Voltt AI mobile app.
Can I add team members?
Yes. Go to Settings → Team → Add User. Pro plan includes up to 3 users. Each user gets their own login and can be assigned leads.
How do I connect my Facebook or Google ads?
Settings → Integrations → Facebook Ads or Google Ads. Connect your ad account and all form fills / lead ads will flow directly into your pipeline automatically.
Can I use my own domain for emails?
Yes. Settings → Email → Custom Domain. Add your domain and DNS records (we'll walk you through it). This improves email deliverability significantly.
How does billing work?
Your subscription renews monthly on the date you signed up. You'll receive an email receipt each month. To cancel or change plans, email support@volttai.com or go to Settings → Billing.
What if the AI sends a wrong response?
You can jump into any conversation at any time and take over. The AI pauses when you reply manually. You can also turn off AI for specific contacts or conversations.
Is there a mobile app?
Yes. Search "HighLevel" or "LeadConnector" in the App Store or Google Play. Log in with your Voltt AI credentials. You'll get push notifications for every new lead and message.
How do I cancel?
Email support@volttai.com before your next billing date and we'll cancel your subscription. No long-term contracts, no cancellation fees.
I'm stuck — what do I do?
Email us at support@volttai.com with your question and a screenshot. We respond within 24 hours Monday–Friday. For urgent issues, include "URGENT" in your subject line.

Still need help?

Our support team responds within 24 hours. Include a screenshot of what you're seeing and we'll get you sorted fast.

Email support@volttai.com