Beside Agentic comes with a business phone line and a Receptionist that answers it. Your agent uses that line as one of its main sources - every call and text tells it something about your customers - so getting it set up early makes everything else work better.
It takes a few minutes, and most of it happens in the Beside mobile app.
Where your line lives
Open Text & Call, in the Workspace section of the left menu. It is a short page about your business line, with buttons through to the apps where you actually use it:
Beside for iOS and Beside for Android, the mobile apps
Beside for Web, at app.beside.com
Your calls, texts and Receptionist settings live in those apps, not in Beside Agentic. Your agent reads what happens on the line, but you work the line itself in Beside. 📖 Beside on the web
1. Install the app and sign in
Download Beside from the App Store or Google Play.
⚠️ Sign in the same way you signed up: use the same email address you used for Beside Agentic. Signing in a different way creates a separate account, and your subscription and your agent won't be there.
2. Decide how customers reach you
You have three options, and they are not exclusive - most businesses start with forwarding and port later.
Option | When it makes sense |
Forward your existing number | You want to keep the number your customers already know, and change nothing on their side. The fastest way to start. |
Port your number to Beside | You want your number to live entirely in Beside - calls and texts, in and out, in one place. |
Use a new Beside number | You are starting fresh, or you want a separate business number with your own area code. |
📌 Line settings are in the mobile app: Call forwarding, Caller ID, porting and adding a line are done from the Beside mobile app - not from the web and not from Beside Agentic. Once set, they apply everywhere automatically.
3. Set up your Receptionist
Your Receptionist is what answers when you can't. It picks up calls and texts, answers common questions, qualifies leads, and books appointments.
From Beside Agentic, open Receptionist under Agents and select Open Receptionist - it takes you to the settings in Beside.
4. Let your agent use the line
Your line shows up in Beside Agentic as a connected source called Beside Phone. Your agent asks separately before it works with it, and the request waits at the top of Live on your Beside Agent page.
Choose Allow to let it act on its own, or Ask first if you would rather be consulted each time. Until you answer, anything that depends on your calls and texts waits.
FAQ
Is the phone line included in my plan?
Is the phone line included in my plan?
Yes. A business line and a Receptionist come with Beside Agentic, in both work modes. 📖 Understand your plan and credits
Can I use Beside Agentic without setting up the line?
Can I use Beside Agentic without setting up the line?
Yes, but your agent will see less. Your calls and texts are where most of what happens with your customers actually happens - without them, follow-ups, lead scoring and much of what your agent proposes have far less to work from.
I already had a Beside line before subscribing.
I already had a Beside line before subscribing.
Then there is nothing to set up. Your number, your Receptionist and your settings carry on exactly as they were. 📖 Beside Agentic and your Beside phone line
Where do calls and texts actually happen?
Where do calls and texts actually happen?
In the Beside mobile app or at app.beside.com. Beside Agentic shows you what your agent did with them, but you take calls and reply to texts in Beside.