Your HelloAssist guide

Everything you need to get the most from your AI receptionist — your number, your minutes, your plan, and your leads. Most of it runs itself; this is here for when you want to take the wheel.

In this guide

Getting started
Your business number
Your dashboard
Calls & leads
Minutes & rollover
Buying more minutes
Plans & pricing
Changing your plan
Cancelling
Spanish & languages
FAQ
Get help

1 · Getting started

When you activate, HelloAssist sets up a dedicated business phone number answered 24/7 by your AI receptionist. It greets callers, answers questions, captures the lead, and emails you a summary the moment the call ends.

You pick a plan on the activation page and subscribe.
We provision your number automatically — you'll get a welcome email with it.
You forward your existing line to that number (see below), and you're live.

⭐ The one step that matters most: forward your current business number to your new HelloAssist number. You keep advertising the same number you always have — customers never know it changed — and every call is now answered, even when you're on a job.

2 · Your business number

Your welcome email and your dashboard both show your dedicated number. To go live, set your existing line to forward calls to it:

Cell phone: dial your carrier's call-forwarding code (often *72 + the number to turn on, *73 to turn off), or set it in your phone's call settings.
Landline / VoIP: set call forwarding in your provider's portal.
Prefer to give out the new number directly? That works too — just start using it.

Not sure how to forward your specific line? Email us at hello@helloassist.us and we'll walk you through it.

3 · Your dashboard

Sign in anytime at myhelloassist.com/dashboard with your email — we send a 6-digit code, no password to remember. Your dashboard shows:

Your business line — your dedicated number (tap to copy).
Minutes this period — how many answering minutes you've used and how many remain.
Recent activity — calls answered and leads captured.
Recent calls & leads — who called, what they needed, with tap-to-call and tap-to-text.
Plan & minutes — buy more minutes, change your plan, or cancel (see below).

4 · Calls & leads

After every call, HelloAssist emails you a lead notification — the caller's name, their number, and exactly what they needed — so you can call or text them back before they call the next business.

Everything also lands in your dashboard under Recent calls & leads. Tap Call or Text right from the row to follow up.

💡 The fastest way to win a job is a quick callback. The lead email is built so you can tap the number and call back in seconds.

5 · Minutes & rollover

Your plan includes a set number of answering minutes each month (a typical call is about a minute and a half). Two things worth knowing:

Rollover Unused minutes roll over to the next month — you never lose what you paid for.
If you ever run low, you can buy more minutes anytime (next section), or we keep you covered by forwarding overflow calls to your own phone so a call is never dropped.

6 · Buying more minutes

Busy month? Top up in seconds — no plan change required.

Open your dashboard → Plan & minutes.
Under Buy more minutes, choose a 50-minute or 100-minute block.
Pay with PayPal or any debit/credit card. The minutes are added to your balance immediately.

Top-up minutes are priced at your plan's reload rate and they roll over just like your monthly minutes.

Plan	Reload rate	50 min	100 min
Starter	27¢/min	$13.50	$27.00
Professional	25¢/min	$12.50	$25.00

7 · Plans & pricing

Every plan includes a dedicated number, 24/7 answering, spam & robocall screening, call & lead summaries, a chat log, a custom prompt, and priority support. Unused minutes roll over.

Plan	Price	Included minutes	Best for
Starter	$39/mo	160 min (~107 calls)	Getting started
Professional	$99/mo	420 min (~280 calls)	Growing businesses
Flexible	23¢/min	Unlimited, pay per minute	High call volume

Flexible is billed per minute with no monthly cap — great if you take a high volume of calls. To set it up, contact us at hello@helloassist.us.

8 · Changing your plan

Moved up to busier months, or want to scale back? Switch anytime:

Dashboard → Plan & minutes → Change plan.
Choose the plan you want. If you're upgrading, PayPal may ask you to approve the new amount — that's normal.
Your new monthly minute allowance applies going forward. Any minutes you've already banked stay with you.

9 · Cancelling

You can cancel anytime from your dashboard → Plan & minutes → Cancel subscription. No phone calls, no hoops.

Your number keeps answering during a short grace period, then is released.
You can resubscribe anytime.

10 · Spanish & languages

Your receptionist is bilingual in English and Spanish. If a caller speaks Spanish — even switching mid-call — it recognizes that and responds in Spanish, then continues in whichever language the caller prefers. More languages are on the way.

11 · FAQ

Do my customers need an app?

No. They just call your number like always. There's nothing for them to download.

What happens if I run out of minutes?

You can buy more anytime, and overflow calls forward to your own phone so a call is never dropped.

Can the AI book appointments?

It captures the request and the details. Live booking into your calendar or software is available as an add-on — ask us.

Will it know it's a sales/robocall?

Yes — it recognizes telemarketers and robocalls, politely declines, and doesn't waste your time with them.

How do I read my leads?

Every call is emailed to you and shown in your dashboard with tap-to-call and tap-to-text.

12 · Get help

Stuck on anything, or want to set up integrations or add-ons? We're a quick email away:

📧 hello@helloassist.us

HelloAssist · AI receptionist for small business · hello@helloassist.us