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Help Genie Resources

Step-by-step setup help

Hotel front desk with phone system showing AI voice genie handling an after-hours guest call
Latest Guide Travel Hospitality
beginner 6 Steps

How to Automate After-Hours Calls for Hotels

Step-by-step guide to setting up AI voice genies for hotel after-hours call handling. Handle reservations, guest requests, and concierge questions 24/7.

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Business owner reviewing AI call routing dashboard showing multiple location flows on a desktop screen
7 Steps
intermediate Cross Industry

How to Configure AI Call Routing for Multiple Locations

Intermediate guide to setting up AI voice genie call routing across multiple business locations. Route calls by area code, time zone, and department.

Mar 24, 2026 Read →
Business phone system connected to Help Genie dashboard showing active call routing
5 Steps
beginner Cross Industry

How to Integrate Help Genie with Your Phone System

Step-by-step guide to connecting Help Genie with your existing phone system. Covers VoIP, landlines, PBX, and cloud phone setups for any business.

Mar 24, 2026 Read →
Real estate agent setting up an AI voice genie on a laptop in a bright office
6 Steps
beginner Real Estate

How to Set Up an AI Receptionist for Real Estate

Step-by-step guide to setting up an AI voice genie for your real estate office. Capture listing inquiries, schedule showings, and qualify buyers 24/7.

Mar 24, 2026 Read →
Business owner uploading industry documents and FAQs to train their AI voice genie dashboard
6 Steps
intermediate Cross Industry

How to Train Your Voice Genie for Your Industry

Intermediate guide to training your Help Genie voice genie for industry-specific conversations. Build a knowledge base that handles real customer questions.

Mar 24, 2026 Read →
Business owner configuring lead capture fields in a voice genie dashboard
5 Steps
beginner Cross Industry

How to Set Up Lead Capture Goals for Your Voice Genie

Step-by-step guide to configuring lead capture goals in Help Genie. Choose the right goal type, set up custom fields, and start collecting qualified leads from every call.

Mar 24, 2026 Read →
Branded voice genie agent page displayed on laptop and mobile devices
5 Steps
beginner Cross Industry

How to Customize Your Agent Page and Embed Your Voice Genie

Guide to branding your Help Genie agent page, generating QR codes, and embedding your voice genie on your website with JavaScript widgets or iframes.

Mar 24, 2026 Read →
Help Genie marketplace showing pre-built voice genie templates organized by industry
5 Steps
beginner Cross Industry

How to Launch Faster with Help Genie Marketplace Templates

Skip the blank-slate setup. Browse the Help Genie Marketplace for pre-built voice genie templates, clone one for your industry, and customize it in minutes.

Mar 24, 2026 Read →
Team receiving conversation report notifications across email, Slack, and mobile devices
5 Steps
beginner Cross Industry

How to Set Up Conversation Reports and Team Notifications

Configure Help Genie to send conversation reports by email and real-time alerts to Slack, Teams, SMS, and more so your team never misses a lead.

Mar 24, 2026 Read →
Diagram showing Help Genie webhook data flowing into CRM systems and automation tools
6 Steps
intermediate Cross Industry

How to Connect Help Genie to Your CRM with Webhooks

Set up webhooks to send Help Genie conversation data, leads, and call events directly to Salesforce, HubSpot, or any CRM through Zapier, Make, or custom integrations.

Mar 24, 2026 Read →
Trades professional setting up AI receptionist on tablet while on a job site
5 Steps
beginner Trades

How to Set Up an AI Receptionist for Your Trades Business

A beginner-friendly, step-by-step guide to getting your AI receptionist live and answering calls for your plumbing, HVAC, or electrical company.

Mar 8, 2026 Read →