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Launch EarlyBird with confidence

Configure telephony, integrations, automation, and security in one place. These guides match the exact flow you see inside the dashboard—no marketing-only screenshots.

Last updated December 10, 2025Support: support@earlybird.ai

Workspace setup

Lay the foundation the moment you sign in.

  • Invite your team and assign voice, billing, or analytics roles with OTP-backed approvals.
  • Complete the branding checklist so callers hear your business name, not a generic greeting.
  • Review the control center to confirm default hours, fallback numbers, and escalation rules.

Telephony & forwarding

Keep your carrier and route every call through EarlyBird.

  • Generate your connect number after billing is active, then verify it with a single test call.
  • Follow the forwarding playbook for AT&T, Verizon, RingCentral, Zoom Phone, and PBX flows.
  • Use dashboard health cards to confirm forwarding stays enabled and SMS routing looks correct.
Forwarding checklist

Integrations & CRM sync

Sync transcripts, bookings, and dispositions into the systems ops already uses.

  • Authorize HubSpot, Salesforce, ServiceTitan, and Zoho with secure OAuth—no API keys in the browser.
  • Map call outcomes to deals, tickets, and jobs so every capture feeds the right pipeline.
  • Enable transcript + recording attachments for QA and coaching with one toggle.

Automations & analytics

Instrument the AI agent just like any human teammate.

  • Schedule automations to trigger follow-up texts, emails, or Slack alerts on qualified calls.
  • Benchmark answer rate, hand-offs, and booking conversion from the live analytics deck.
  • Export transcripts, tags, and sentiment for deeper reporting or LLM tuning.

Support & escalation

Know how to reach us when you need a human.

  • Open the in-app drawer any time—engineers and onboarding specialists answer every request.
  • Subscribe to status notifications so leadership hears about incidents first, not Twitter.
  • Use the forwarding helper to schedule a joint session if your carrier portal needs a walk-through.
Contact support
Security & compliance

How we keep customer conversations safe

Every layer—telephony, storage, analytics, and access—is designed around least privilege. SOC 2 Type II evidence is available under NDA.

  • Cookie-only auth (Secure, httpOnly, SameSite=Lax) with short-lived sessions refreshed server-side.
  • Strict CSP, HSTS, Referrer-Policy, and Permissions-Policy baked into every marketing and dashboard route.
  • Every webhook, storage upload, and provider callback signed and scoped to the requesting workspace.
  • SOC 2 controls in progress; HIPAA BAAs available for healthcare partners on request.

Responsible AI guardrails

EarlyBird agents run inside auditable sandboxes. Prompts, transcripts, and automations are versioned so you can prove what the AI said—and why. You control retention and redaction per workspace.

Want a deeper dive? Email security@earlybird.ai.

API overview

Build on top of EarlyBird

These endpoints mirror what the dashboard does under the hood. Authentication uses workspace-scoped API keys and HMAC signatures.

Voice & call control

Trigger calls, fetch transcripts, and replay recordings.

  • POST /v1/calls
  • GET /v1/calls/{id}
  • GET /v1/calls/{id}/recording

Customer data

Keep CRM context aligned with every conversation.

  • POST /v1/customers
  • GET /v1/customers/{id}
  • POST /v1/customers/{id}/tags

Automation hooks

Respond to AI outcomes with your own workflows.

  • POST /v1/automation/triggers
  • POST /v1/automation/webhooks