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What to expect during Ringly onboarding

Written by Maurizio

This article walks you through exactly what happens when you sign up for Ringly, from the moment you drop your store URL to the moment Seth goes live. Most people finish in under 5 minutes.

There are two phases:

  1. Try Seth for free, no signup, no credit card. You hear Seth answer calls for your store in about 30 seconds.

  2. Claim and set up Seth. You create an account, confirm a few settings, connect Shopify, and start your plan.


Phase 1: Try Seth for free (no signup)

Step 1: Drop your store URL

Start at ringly.io and click "Try for free". You'll see a single input field.

Paste your store URL and click "Generate demo calls". No login, no credit card.

Drop URL step

Step 2: Seth trains on your store

Seth reads your website, learns your products, and builds a custom voice agent for your brand. This takes about 30 seconds.

Seth training on your store

Step 3: Listen to demo calls

You'll hear two clips: Seth's greeting (how he answers the phone for your store) and Seth handling a real "where is my order?" call.

If you like what you hear, click "Claim my agent" to continue.

Listen to demo calls


Phase 2: Claim Seth and create your account

To save your agent, you need an account. Setting up is free and needs no credit card. You can sign up with Google (one click) or with email and a password.

Create your account


Phase 3: Configure Seth

Once you're signed in, you'll see a 3-stage progress bar at the top: Train, Customize, Activate. There are 5 quick screens inside these stages.

Every setting you choose here can be changed later from your Seth dashboard.

Train: Confirm your business info

Seth shows you the business name and website it learned from your store. Double check it's correct, then click "Correct, continue".

Confirm business info

Customize: Confirm Seth's greeting

Seth suggests a greeting based on your brand, for example "Hi, this is Seth with [your brand]. How can I help you today?"

Click "Looks good" to accept, or "Make changes" to edit it.

Confirm greeting

Customize: Pick your escalation mode

Decide what Seth should do when he can't resolve a call on his own:

  • Always transfer: Seth forwards the caller to your team, any time of day.

  • Transfer in business hours: Seth transfers during your hours, otherwise emails you the issue.

  • Email me the issue: Seth sends you a summary email for every unresolved call.

Escalation mode

For a deeper walkthrough of escalation, see How to let Seth AI phone agent escalate to a human.

Customize: Connect Shopify

Connecting Shopify is what lets Seth look up orders, process returns, and recognize repeat customers by phone number. Without it, Seth can still answer FAQs and policy questions, but the order-related features are locked.

You have two options:

  1. Install the Shopify app (one click, recommended).

  2. Create a custom app in Shopify and paste the tokens (myshopify domain, Client ID, Secret). Follow the step-by-step guide link we provide.

Connect Shopify

If you use the custom app path, you'll paste your tokens here:

Paste Shopify tokens

Don't have access to Shopify admin? Click "No access to Shopify admin?" to invite a teammate who does. You can also skip Shopify for now, but Seth won't be able to answer order status or returns questions until it's connected.

Continue without Shopify

For more on what Seth can do with Shopify, see How Seth recognizes customers in Shopify.

Activate: Start your plan

This is the final screen. There is one plan, Pay as you go:

  • $99 a month covers your first 50 phone conversations.

  • Every phone conversation after that is $1.99.

  • A phone conversation is a call where Seth and your customer both spoke. Hang-ups, wrong numbers, callers who only want a human and your own test calls are free.

  • Every feature is included: skills, fine-tune examples, the knowledge base and Shopify order lookups.

  • Put Seth on your store's phone line within 2 weeks and you get the $99 back as credit on your next two bills.

  • 30-day money back guarantee. Cancel any time.

Getting more than 1,000 calls a month? Message us in the chat and we'll set up a custom plan.

Once you start the plan, Seth is live. You get your phone number, your call history starts filling up, and you can forward your store's phone line to Seth any time. Full details are in How Pay per call billing works.


After activation

You land on the Seth dashboard. From here you can:

For a deeper walkthrough of everything Seth can do after setup, see Set up Seth, the AI phone support rep.


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Once Seth is live

Onboarding gets Seth handling calls. To improve his answers from there, see How to train Seth.

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