Getting started guide

How can we help?

Everything you need to set up your AI receptionist, manage calls and bookings, and keep your account running smoothly. Most answers are a quick read away. And if you're stuck, a real person is one email away.

Getting started

Going live takes about five minutes. The setup wizard has five steps: Scan, Customize, Launch, Pay, Live. It fills in most of the answers for you along the way.

1. Scan

Paste your web address. Cedri reads your site and fills in your services, hours, and prices, so there's no data entry to start. No website? Pick your trade and type your business name instead.

2. Customize

Name your AI, set your region, choose which language it greets callers in, and pick the English and French voices they'll actually hear.

3. Launch

Review the business details Cedri filled in, then get a dedicated Canadian number in your area code when available (or a nearby local code). You can also keep your existing number and forward calls to Cedri.

4. Pay

Start your plan. One plan, billed monthly or annually. Your number and AI agent are set up as soon as your plan is active. Cancel anytime from your dashboard.

5. Live

Your AI receptionist is answering. Call your own number to hear it pick up and book a sample appointment, then watch the call land in your dashboard.

Calls & bookings

Every call your AI agent takes shows up in your dashboard with a full transcript, and bookings are created automatically with an SMS confirmation to the caller. From the Bookings tab you can also manage appointments yourself: create, edit, reschedule, and update their status.

Read transcripts and recordings

Transcripts and call recordings are both included, right in the Calls tab.

Manage appointments yourself

In Bookings you can create, edit, reschedule, or cancel an appointment, and mark it completed or no-show.

Let callers reschedule by phone

Your AI agent can reschedule or cancel an existing appointment over the phone, no dashboard needed from the caller.

See the bigger picture

The built-in Analytics tab shows trends across your calls and bookings over time.

Your AI agent

Your AI agent learns your business from your website and answers in English or French automatically, based on how the caller speaks. You control its name, voice, greeting, services, hours, and FAQ from Settings, and it transfers the caller to a human whenever a call needs one.

Edit its name, greeting, and voice

Go to Settings → AI Agent to change your agent's name, how it greets callers, and how it sounds.

Keep its knowledge current

Update your services and hours in Settings, or re-scan your website so the agent reflects any changes.

Set a transfer number

Add a transfer number in Settings so the agent can transfer a caller to a real person when needed.

Bilingual by default

The agent detects English or French on each call and replies in the caller's language. No setup required.

Ready to stop missing calls? Set it up in about five minutes.

Get started

Phone numbers

You can start fresh with a brand-new Canadian number, or keep the number your customers already know and simply forward calls to Cedri. Either way, you manage everything in one place under Settings → Phone.

Get a new Canadian number

Choose a number in your Canadian area code when available (or a nearby local code) during onboarding or later from Settings → Phone.

Keep your existing number

Forward your current business line to Cedri so your AI agent answers without changing what's printed on your cards.

Manage it all in Settings

View and update your number any time under Settings → Phone.

Your team

More than one person can run the front desk. Invite teammates from Settings → Team and each one gets a single-use link by email; roles decide what they can touch once they are in.

Invite admins or staff

Send invitations from Settings → Team to share access to your calls, bookings, and agent.

Billing stays with the owner

Only the account owner can change the plan or payment details. An invited admin runs the team, not the card.

Billing & plans

Cedri is one flat monthly price with no per-minute charges. The plan includes 30 calls a month, and if you go over, you can buy call credits to keep answering. There's no long-term contract. Cancel anytime from your dashboard, or in your App Store settings if you subscribed on an iPhone.

One plan, everything included

$18.99/mo, or go annual for 2 months free ($189.99/yr). Call recordings, analytics, and every feature are included. No upsells.

Free trial in the Android app

Signing up in the Android app starts a three-day free trial with no card: nothing is charged, and when the trial ends your line stops answering unless you subscribe. There is no trial on the website, and on iPhone the App Store shows any introductory offer before you confirm.

Buy credits if you go over

Each plan has a monthly call limit. If you exceed it, top up with call credits so calls keep getting answered.

Cancel anytime

Cancel anytime from your dashboard, or in your App Store settings if you subscribed on an iPhone. There's no long-term contract. On the web you're charged when you start, and again at the start of each billing period. On iPhone, billing follows whatever the App Store shows you at purchase, including any free trial it offers. Payments are non-refundable.

Privacy & your data

Your data stays yours. Cedri stores your bookings, customer records and call transcripts in a Canadian data centre (ca-central-1); live call audio and its recordings are handled by our voice infrastructure provider in the United States. We never train AI on your data, and you can export everything or delete your account whenever you choose. Account deletion has a 30-day grace period you can undo from inside the app.

Export all your data

Download a full copy of your account data any time from Settings → General.

Delete with a safety net

Deleting your account starts a 30-day grace period, and you can undo it in-app before it finalizes.

Bookings and transcripts in Canada

Your business data, bookings, customer records, and call transcripts are stored in Canada (ca-central-1); live call audio, its recordings and the transcript generated during the call are handled by our voice infrastructure provider in the United States. None of it is ever used to train AI models.

Still stuck? We're a quick message away.

Email support@cedri.ca and a real person will get back to you within about one business day. Prefer to hear it in action? Call our demo line at (437) 475-4321.

Prefer to call? Demo line: (437) 475-4321