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Help Genie Resources

Step-by-step setup help

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Get your HVAC voice AI live tonight. A step-by-step setup guide covering uploads, emergency triage, branding, deployment, and test calls.
6 Steps
beginner Trades

How to Set Up Your First Genie for an HVAC Business

Get your HVAC voice AI live tonight. A step-by-step setup guide covering uploads, emergency triage, branding, deployment, and test calls.

May 10, 2026 Read →
Turn your service manuals, PDFs, and FAQs into a voice AI knowledge base your genie answers from. Eight practical steps for trades, appliances, and more.
8 Steps
intermediate General

How to Build a Knowledge Base From Your Existing Manuals

Turn your service manuals, PDFs, and FAQs into a voice AI knowledge base your genie answers from. Eight practical steps for trades, appliances, and more.

May 10, 2026 Read →
Deploy a primary intake genie that triages every call and routes to the right branch genie. Step-by-step guide for multi-location businesses.
7 Steps
advanced General

How to Route Calls Between Multiple Genies for Multi-Site Businesses

Deploy a primary intake genie that triages every call and routes to the right branch genie. Step-by-step guide for multi-location businesses.

May 10, 2026 Read →
Enable multilingual hotel voice AI in 5 steps. Help international guests get answers in their language, 24/7, across web, phone, and QR.
5 Steps
beginner Travel Hospitality

How to Set Up Multi-Language Support for a Hospitality Genie

Enable multilingual hotel voice AI in 5 steps. Help international guests get answers in their language, 24/7, across web, phone, and QR.

May 10, 2026 Read →
Pick the right channel for your genie in minutes. QR codes, phone, web widget, or email links. One genie answers on all of them.
5 Steps
beginner General

How to Pick Your Channel and Deploy Your Genie in 5 Steps

Pick the right channel for your genie in minutes. QR codes, phone, web widget, or email links. One genie answers on all of them.

Apr 28, 2026 Read →
Turn 11 appliance manuals into one voice AI genie new homeowners actually use. Step-by-step guide for builders and appliance retailers.
5 Steps
beginner Appliances

How to Build a Settlement-Day Genie for Your Appliance Handover Pack

Turn 11 appliance manuals into one voice AI genie new homeowners actually use. Step-by-step guide for builders and appliance retailers.

Apr 28, 2026 Read →
A step-by-step support function checklist for small business owners who want their genie handling frontline queries 24/7 without growing headcount.
5 Steps
beginner Home Builders

How to Build a Support Function Checklist for Your Small Business Using Voice AI

A step-by-step support function checklist for small business owners who want their genie handling frontline queries 24/7 without growing headcount.

Apr 28, 2026 Read →
See exactly what a trades genie costs vs. missed calls, after-hours leads, and unanswered pricing questions. Five steps, beginner-friendly.
5 Steps
beginner Trades

How to Compare the Real Cost of Voice AI for Trades Businesses

See exactly what a trades genie costs vs. missed calls, after-hours leads, and unanswered pricing questions. Five steps, beginner-friendly.

Apr 28, 2026 Read →
Learn how to replace a dusty appliance manual with a scannable voice AI genie that answers error codes and questions in seconds.
5 Steps
beginner Appliances

How to Turn Your Appliance Manual Into a Voice AI Genie (Before and After)

Learn how to replace a dusty appliance manual with a scannable voice AI genie that answers error codes and questions in seconds.

Apr 27, 2026 Read →
Set up a voice AI genie that collects frontline intelligence daily. No forms, no tickets, no chasing. Built in under an hour.
5 Steps
beginner General

How to Build a Field Feedback Loop with Voice AI

Set up a voice AI genie that collects frontline intelligence daily. No forms, no tickets, no chasing. Built in under an hour.

Apr 27, 2026 Read →
A step-by-step beginner guide to launching a working voice AI genie for your small business. No developers, no long rollouts. Done before lunch.
5 Steps
beginner General

How to Deploy a Voice AI Genie in Ten Minutes

A step-by-step beginner guide to launching a working voice AI genie for your small business. No developers, no long rollouts. Done before lunch.

Apr 27, 2026 Read →
Turn your appliance manuals into a scannable QR genie before settlement day. Five steps, no developers needed, live in under an hour.
5 Steps
beginner Appliances

How to Build a Settlement-Day Genie for Home Builder Handovers

Turn your appliance manuals into a scannable QR genie before settlement day. Five steps, no developers needed, live in under an hour.

Apr 27, 2026 Read →
Learn how to set up a Help Genie voice AI agent for your industry in five steps. Works for trades, marine, home builders, real estate, events, and more.
5 Steps
beginner Home Builders

How to Deploy a Genie Across Multiple Industries Using One Voice AI Platform

Learn how to set up a Help Genie voice AI agent for your industry in five steps. Works for trades, marine, home builders, real estate, events, and more.

Apr 27, 2026 Read →
Hotel front desk with phone system showing AI voice genie handling an after-hours guest call
6 Steps
beginner Travel Hospitality

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.

Mar 24, 2026 Read →
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 →
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 →
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 →
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 →
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 →
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 →
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 →
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 →