Using EMOR
A walk through every dashboard tab in the same order you’d hit them setting up.
The handful of tabs an owner checks every morning.
Overview
The home page — a live snapshot of what your AI did today, what needs your attention, and the fastest way into the rest of the dashboard.
Calls
Every call your AI handled — listen to recordings, read transcripts, see what was said, and follow up.
Contacts
Every person your AI talked to — name, contact info, what they wanted, and what to do next.
Bookings
Where every appointment your AI books shows up, plus the calendar settings that decide what your AI can offer callers.
Messages
Two-way SMS with your callers — booking confirmations, follow-ups, and back-and-forth conversations all in one place. Also the canonical home for messaging configuration: tone, sender, caps, deliverability.
How the AI sounds, what it knows, and who it can hand work to.
AI Receptionist
How your AI sounds and behaves on calls — name, voice, greeting, hours, team transfers, and the rules it follows.
Knowledge Base
Everything your AI knows about your business — services, hours, pricing, policies. A state model the AI consults, not a doc store. The more you fill in, the more your AI answers confidently.
Team
The roster of every person the AI can mention, book to, or transfer to. Each member has hours, time-off, an optional direct calendar, and routing rules. Single source of truth — Bookings and Messages read from here.
Products & Services
A catalog of what you sell. Your AI uses this to answer "what do you offer?" and to confirm pricing on calls.
Weekly briefings and the raw numbers behind them.
Plumbing — settings, billing, plan, data, privacy.
Knowledge tools
Three focused editors that shape what the AI will and won’t say — Rules tune how it handles a topic, Won’t Discuss bans topics outright, and Pronunciation fixes how names sound.
Rules
Instructions for how the AI should handle situations — not what it knows, but how it acts. Use Rules when the right response depends on context, not on a specific fact.
Won't Discuss
Topics the AI refuses to engage on — legal advice, medical advice, competitor comparisons, anything that should be handed to a human. The AI acknowledges and redirects; it never improvises an answer.
Pronunciation Guide
How the AI should say tricky names — your business, your receptionist, your team, your services. Phonetic spellings the voice engine reads at call time.
Billing & plans
What each plan includes, how cycles roll, what counts as overage, how to upgrade or cancel.
Phone numbers
Forwarding, porting, or getting a new number — pick the right path for your business.
Should I port, forward, or get a new number?
Three paths, plain-English trade-offs, no jargon. The decision most owners face first.
How call forwarding works
Keep your number where it is and route calls to EMOR in 60 seconds. SMS trade-off explained.
How phone number porting works
Move your business number to EMOR permanently. Timeline, prep, what to expect over 7–14 days.
SMS & messaging
How EMOR sends and receives texts, and what to do when SMS isn’t reaching customers.
Guides & how-tos
Long-form articles on running an AI receptionist — setup, language support, emergency triage, missed-call cost.
How to set up an AI phone answering system in 30 minutes
A practical step-by-step guide for getting an AI receptionist live on your business phone in 30 minutes — from sign-up through the first answered call.
How to choose between AI and human receptionist services
A practical decision framework for picking between an AI phone receptionist and a live human virtual-receptionist service — based on call volume, conversation type, and predictable cost.
How to verify insurance with an AI phone system
How AI receptionists handle "do you take my insurance" — what to configure, when to defer to your billing team, and how to set up real-time eligibility checks.
How to handle Spanish-speaking callers without a bilingual receptionist
Why English-only phone coverage misses meaningful inbound revenue, how AI auto-detection works, and what to configure for clean bilingual call handling.
How to triage emergency calls without a night dispatcher
How to configure an AI phone system to recognize true emergencies, route them to your on-call team, and avoid waking techs for non-urgent calls — across HVAC, plumbing, electrical, dental, locksmith, and other emergency-driven trades.
How to measure missed-call cost in your business
Three honest ways to figure out what your phone is actually leaking — from VoIP analytics to voicemail-counting to the formula every owner should know.
How to migrate from voicemail to AI answering
Why voicemail is functionally equivalent to no coverage, how to switch cleanly to an AI receptionist, and the parallel-running approach that lets you validate before committing.
Forwarding by carrier
Step-by-step instructions for enabling call forwarding to EMOR at every major US carrier.
Still stuck?
Email us with your business name and what you're trying to do. We answer everything ourselves — no first-line bots, no copy-paste replies.
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