Getting Started with Sophia
Getting Started with Sophia
Welcome to JOOLT. This guide walks you through the 7 things you'll do to get Sophia ready to handle your business — most of it self-service, right inside your dashboard. Average time: about 15 minutes spread across the first day. Prefer a guided 30-minute Zoom call instead? Look for the "I'd rather have a guided call" link inside the tour at any time — same outcome, our team walks it with you live.
What Sophia does for you
Sophia is your operator. She runs five layers of your business end-to-end: front office (calls, chats, SMS, email, scheduling, payment links); lead generation (territory hunts, multi-channel outbound); DevOps automation (cron jobs, webhooks, error self-heal); operations intelligence (call transcription, sentiment, booking-friction signals); and client communication (review requests, no-show recovery, follow-up sequences). She speaks in your business's voice and only references information you've given her — no generic robot answers, no made-up prices.
While you're working through this guide, our team is finishing the technical setup behind the scenes. You don't need to do anything for that part — we'll email you when Sophia is fully live.
Your 7 steps
You can complete these in any order, but the first one is automatic. The rest you do from your dashboard.
| # | Step | Where | What you do |
|---|---|---|---|
| 1 | Sign in to your dashboard | Magic-link email | Click the link in the email we sent. You only need to do this once — we'll remember you. |
| 2 | Take the in-product tour | /dashboard/onboarding/tour | A short walkthrough of your dashboard (~10 min). Or click "I'd rather have a guided call" to book a Zoom with our team. |
| 3 | Upload at least 3 knowledge documents | /dashboard/knowledge | Your FAQ, pricing, brand voice, services menu. Sophia learns from these — she won't make up anything that isn't here. |
| 4 | Make 3 test calls | Your phone → your Sophia number | Call your Sophia number from your own phone. Ask the kinds of questions your customers ask. Listen to how she handles it. |
| 5 | Have 3 test chat sessions | /dashboard/chat | Open the chat preview and message Sophia. Same idea as the test calls — kick the tires. |
| 6 | Book a test appointment | /dashboard/calendar | Walk through booking an appointment as if you were a customer. Confirms the calendar wiring is correct. |
| 7 | Approve your first Sophia draft | /dashboard/approvals | Sophia drafts replies for you to review. Approve at least one — that's how she learns what "your voice" sounds like. |
What you'll see on your dashboard
When you sign in to /dashboard, the Onboarding progress widget at the top shows two pills side-by-side:
- Your progress — the 7 steps above. Each completes automatically
as you do it. No "I did this!" button to click.
- Our work — what our team is finishing in parallel. Dimmed and
observe-only — there's nothing for you to do here.
When both pills go green, your account flips to live and the billing clock starts, on the terms scoped for your engagement. You'll get an email.
What "live" means for you
- Real customer calls and chats are now handled by Sophia.
- Bookings, leads, and drafts flow into your dashboard in real time.
- Day 7 / 14 / 28 — we'll email you with what Sophia captured and any
patterns we've noticed. If we suggest a tweak (like an extra FAQ doc), it's because we've seen the same question come up multiple times.
I have a question
A few options, easiest first:
- Ask Sophia in chat (lower-right of the dashboard) — she's been
trained on the JOOLT knowledge base, so she can answer questions about her own product, not just yours.
- Help center —
/dashboard/helphas a searchable doc index. - Open a support ticket —
/dashboard/support. Pick how serious it is; a person replies within 1 business day (Monday to Friday, 9am–6pm US Eastern), and a Critical issue — Sophia not answering at all, money charged wrongly — within 1 hour, any day, any time. - Schedule a guided onboarding call —
/dashboard/support?subject=Onboarding+call+request.
30 minutes with our team, walking through the tour live.
What we don't ask of you
- You never see our internal setup work. We're provisioning your
Sophia account, configuring agents, importing workflows, and running validation in the background. That's not your job — it's ours.
- You never paste API keys or webhook URLs. All technical wiring is
done before you ever log in.
- You never need a developer. Everything in your dashboard is
point-and-click.
Trying it and how billing works
There is no blanket free-trial clock. If you just want to see Sophia work first — no card, no phone, no call — turn on Your Ace, free, self-serve, at /join.
For the full product, pricing is scoped to your engagement and never published as a list. Larger engagements are invoiced through procurement on a PO; smaller ones get a payment link that our Operations team sends after a short scoping call. There is no self-serve checkout, and nothing is billed before the work is scoped and agreed. To talk it through, book a call at /get-sophia.