EarlyBird AI bird markEarlyBird AI
Documentation

Launch EarlyBird with confidence

Configure telephony, integrations, automation, and security in one place. These guides match the exact flow you see inside the dashboard.

Updated: February 3, 2026support@oneearlybird.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.
  • Open the in-app drawer any time. Engineers and onboarding specialists answer every request.
  • 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 First

Customer Safety

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

  • Enterprise-grade authentication with encrypted sessions and automatic expiry.
  • Industry-standard security headers and content policies on all routes.
  • All integrations and callbacks scoped and signed per workspace.
  • SOC 2 controls in progress; compliance documentation available 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.

Need a security review? support@oneearlybird.ai