Setting Up Staffley in 10 Minutes: A Quick Start Guide
February 10, 2026

Getting started with Staffley is straightforward. In this guide, we will walk through the setup process step by step. Our guided onboarding ensures your AI is properly configured to your business before going live.
Step 1: Create your account. Visit Staffley.AI and sign up with your email. Choose your plan based on your expected call volume. You can always upgrade later as your needs grow.
Step 2: Configure your greeting. Tell Staffley about your business. Enter your company name, describe what you do, and customise how you want calls to be answered. The AI uses this to create natural, branded conversations.
Step 3: Set up your phone number. We help you configure your phone number, either by getting you a new number from Staffley or routing your existing line. Our team supports the process for all major phone providers.
Step 4: Configure notifications. Decide how you want to receive lead information. Options include email, SMS, dashboard notifications, or integrations with your existing tools.
Step 5: Test your setup. Make a test call to hear how Staffley handles enquiries. Adjust your greeting and questions as needed. Once testing is complete, we review everything with you to ensure the system is configured correctly, then your system goes live.
Ready to Transform Your Call Handling?
See how Staffley can help your business capture more leads.