Get started with Centerfy AI

Go from a new account to a live AI agent that qualifies leads and books appointments automatically.

1. Log in to Centerfy

   Sign in at your dashboard URL with your onboarding credentials. If you use GoHighLevel, access Centerfy from within your GHL sub-account.

2. Add a phone number

   Go to Phone Numbers in the sidebar. Click Buy Number to provision a new number or click Import Number to bring in an existing one.

3. Create your first AI agent

   Click AI Agents in the sidebar. Click Create Agent, select an AI model, enter a name, and click Create Agent.

   If no models appear, go to Settings > Integrations to connect an AI provider first.

4. Configure your agent

   On the agent configuration page:

   • System prompt — Describe your business, greeting, qualification questions, and objection handling
   • Voice (voice agents) — Choose from the voice library
   • Calendar — Link a calendar for real-time appointment booking
   • Qualification questions — Define questions to score and route leads

   Click Save after each section.

5. Connect your knowledge base

   Link a knowledge base from within the agent configuration. Upload FAQs, service descriptions, pricing sheets, or scripts. Your agent references this content during conversations.

6. Test your agent

   Click Test Agent to talk or chat with your agent in the browser, or Test Outbound Call to have it call your phone (use this to verify tools, transfers, and bookings).

   Adjust your system prompt based on test results.

7. Go live

   Voice: Go to Phone Numbers in the sidebar, find your number, click Assign Agent, and select your agent. Chat: Open the Widget tab, copy the embed code, and paste it into your website’s HTML.

What happens next

Your agent works continuously:

• Every inbound call or chat is answered within seconds
• Qualified leads book directly into your calendar
• Every conversation is recorded and transcribed in Reports under the Analytics and Call History tabs