Launch EarlyBird with confidence

Workspace setup

Invite teammates, brand the receptionist, and review call defaults.

• Send invites with role-based approvals and OTP step-up.
• Upload greeting audio and review fallback routing.
• Confirm calendar sources before connecting integrations.

Telephony & forwarding

Keep your carrier. Point calls at EarlyBird in minutes.

• Verify the connect number after billing is active.
• Follow the forwarding steps for AT&T, Verizon, RingCentral, or PBXs.
• Run a live test call and watch analytics populate instantly.

Integrations

Sync call outcomes into the tools ops already trusts.

• Authorize HubSpot, Salesforce, ServiceTitan, and Zoho via secure OAuth.
• Map dispositions to deals, tickets, and jobs with a few clicks.
• Toggle transcript + recording attachments for QA and coaching.

Automation & analytics

Automate hand-offs and monitor the AI like any teammate.

• Trigger follow-up texts, emails, or Slack alerts on qualified calls.
• Inspect answer rate, booking conversion, and hand-offs from the live dashboard.
• Export transcripts, tags, and sentiment for deeper reporting.

Security & compliance

• Enterprise-grade authentication with encrypted sessions.
• Industry-standard security headers on all routes.
• All integrations scoped and signed per workspace.

Need evidence for your security review? Email support@oneearlybird.ai.