Getting started

Your Complete Follow Wiz Setup Guide

Follow these steps in order and your AI receptionist, confirmation calls and SMS follow-up will be live today.

1

Create Your Follow Wiz Account

Sign up with your name, company and email, and you can start right away. You'll land in your workspace where every setup step lives in one checklist.

  • Full name and company
  • Work email and password
  • Free to use
2

Create a Twilio Account

Follow Wiz sends texts and places calls through your own Twilio account, so you keep full ownership of your number and communication history. You'll need an SMS- and voice-enabled business phone number.

  • Sign up at twilio.com
  • Buy or port an SMS + voice enabled number
  • Complete carrier registration if required in your country
3

Connect Twilio

In Follow Wiz, open Settings → Integrations → Twilio and paste your credentials. You'll find them on the Twilio Console dashboard homepage.

  • Account SID — Twilio Console dashboard
  • Auth Token — Twilio Console dashboard (click to reveal)
  • Select your business phone number
4

Create a Google Gemini Account

Follow Wiz uses Google Gemini to power natural AI conversations on calls and over SMS. You'll need a Google AI Studio account with billing enabled.

  • Sign up at aistudio.google.com
  • Add a payment method
  • Create an API key
5

Connect Google Gemini

Open Settings → Integrations → Google Gemini and paste your API key. Follow Wiz stores it securely and uses it only for your business conversations.

  • Paste your API key
  • Save and test the connection
  • Pick your AI voice
6

Add Business Knowledge

This is the most important step. The more the AI knows, the better it answers customers — and the less often it needs to escalate.

  • Services you offer
  • Pricing and packages
  • Business hours and service areas
  • Policies (cancellation, deposits, insurance)
  • Frequently asked questions
  • Anything customers commonly ask
7

Configure Calendar

Tell Follow Wiz when you're actually available so the AI never books outside your hours or double-books a slot.

  • Weekly business availability
  • Appointment duration and buffer time
  • Blocked times and holidays
  • Business and customer timezone handling
8

Configure AI Receptionist

Set how the AI answers your phone and when it should bring a human in.

  • Greeting message
  • AI instructions and tone
  • Transfer number for live handoff
9

Configure Appointment Confirmation

Decide when confirmation calls go out and what the AI should do on each outcome.

  • Call timing before the appointment
  • AI instructions for the confirmation script
  • Voicemail message if there's no answer
  • Transfer number for questions the AI escalates
10

Configure Follow-Up

Set the cadence for reaching customers who miss appointments or stop responding.

  • SMS schedule and attempts
  • Call schedule and attempts
  • Maximum follow-up days
  • Quiet hours and smart time windows

You’re Ready to Use Follow Wiz

From here Follow Wiz answers your calls, confirms appointments, follows up by SMS and phone, reschedules customers and keeps your pipeline current — automatically.

Get Started For Free

Need a hand with setup?

Our team will walk you through Twilio, Google Gemini and your first AI configuration.