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Account Creation
To create your Free Account and get your AI employee working for you:
Go to nucleus.com and click Activate Now
Complete the form:
Enter your Email Address
Select your Phone Region from the drop-down
Select your Attendant’s Voice (you can change this later)
Enter your Business Name (you can change this later)
Enter your first name
Enter your last name
Enter your mobile phone number (this will be the phone number your AI attendant will transfer your calls to)
Click Create My Account
You’re now in the Nucleus portal. Your new phone number is listed at the top of the page.
To fully activate your Account, check your email and click the link.
Now you can call your new phone number to hear your AI attendant answer.
To create or upgrade to a Premium account, you must first have a free starter account:
Create your Account or login to your Account if you already have one. Any settings you’ve created for your Account will remain intact when you upgrade to Premium.
With your free account, you have access to Premium features free for 30 days.
To secure your Premium account during the trial period: click the link in the banner at the top of the screen and follow the instructions provided
If you have passed the free Premium trial period: you can upgrade to Premium by logging into your Nucleus account and clicking the appropriate link under the “Greetings” or “Instruction Builder” dropdown
You will be directed to the payment page where you can choose to pay monthly or annually. Select annual billing to save US$40
Click Start trial.
Go to Nucleus.com and click Sign In. Use the email and password you set when you signed up for your Nucleus account.
If you wish to cancel it your Free or Premium account:
Login to your Nucleus account
Click on your Account Avatar at the top right-corner of the portal
Select Settings
Select Close Account
If you have a Free account, the account will close immediately.
If you have a Premium account, the account will close at the end of your current payment cycle.
Free and Premium Accounts
In the Free Account, you can:
Change your business name (this is the name your AI attendant will say as part of the standard Welcome Greeting when they answer your phone number)
Select your time zone
Select from several different receptionist voices
Add up to ten Team Members to your Company Directory and tell your AI attendant when they are Available to receive calls, and how they should send messages about missed calls (see more information under Transferring Calls and Company Directory below)
In the Premium account you get:
All Free features plus you can:
Select from more Attendant voices
Input customized Greetings (a Welcome and Goodbye)
Teach your AI attendant about your business so they can answer caller’s specific questions (see more details below in the Teach Your AI Attendant section)
Bring your existing business phone number to the Nucleus solution and have your AI attendant answer your existing business phone number
If you want your AI attendant to answer your pre-existing business phone number, upgrade to the Premium account and email us at support@nucleus.com with the request to port your existing phone number. We will need to know your current phone number and current carrier.
Yes, we’re working with premium voice providers to increase the available voice offerings and bring even more realistic sounding AI Attendants.
We currently allow ten Team Members on the free account and 100 Team Members for the Premium account.
In the Free plan, callers receive a standard Welcome greeting when they dial your business phone number.
This greeting includes your company name as it appears in the “Business Name” field of the portal (this is the name you entered for your business when you signed up).
The Goodbye message is spoken to callers right before your AI attendant intends to hang up the call. This Goodbye is made on a “best effort” basis and is determined by your AI attendant’s ability to detect the caller’s intention to end the call.
Customized greetings and farewells are available to Premium users. If you are a Premium user:
Login to your Nucleus account
Type your customized greeting in the Welcome field
Type your customized farewell in the Goodbye field
Transferring Calls, Receiving Messages, and Company Directory
Your AI attendant can transfer calls to as many team members as you want. All you need to do is enter each Team Member into your Company Directory:
Login to your Nucleus account
Under Team Members, click Add More Staff
Add a Team Member’s profile by inputting their:
First name
Last name
Phone number (this is the phone number your AI attendant will transfer calls to, and send SMS (text) messages to regarding missed calls)
Email address (if they want to receive email notifications of messages),
Select their Availability to receive calls (see Availability settings below for more info on how to set a Team Member’s Availability and office hours)
Select whether this team member wants to be notified of missed calls by Call, Email OR SMS (text)
Company Directory: Once you have added a Team Member, they are automatically added to your Company Directory. Any caller asking to speak to that Team Member will be transferred to the Team Member at the phone number entered in their Team Member profile during their Available hours (see Availability settings below). Your AI attendant will take a message for any calls that come in when the Team Member is Unavailable and will send them the message via phone Call, Email, or SMS (text) depending on what has been selected in their Team Member profile.
No, currently you must choose to receive notifications either by Call, Email, or SMS.
When adding a Team Member to the Company Directory, you set their Availability to tell your AI employee when to transfer calls to them, and when to take a message instead:
Login to your Nucleus account
Click on Team Members and select a Team Member to set their Availability
In the Availability drop down menu, select from:
Available. Send calls through: Your AI attendant will always route calls to this Team Member, regardless of the day or time of day.
Unavailable. Take a message: Your AI attendant will always tell the caller that this Team Member is Unavailable and will offer to take a message. Your AI attendant will then deliver the caller’s message via Email or SMS (text) to the Team Member, depending on what delivery mechanism has been set in their Team Member profile.
Schedule. Accept calls based on timetable below: Your AI attendant will only send calls to the Team Member during the hours you specify in the Schedule widget. Your AI attendant will take a message and deliver the message for any calls outside of those hours.
To set Availability hours (office hours) in the Schedule widget:
Select “Schedule. Accept calls based on timetable below.” for the Team Member’s Availability
The Schedule widget will appear
Uncheck any days of the week that the Team Member is Unavailable. Your AI attendant will take messages and forward them via phone Call, Email, or SMS (text) during these days.
Check any days of the week that the Team Member is Available to take calls and select their Available hours for each checked day by clicking on the Clock icon and selecting the Team Member’s Available ‘From’ and ‘To’ hours. Your AI attendant will forward calls to the Team Member during those hours and will take a message any other time.
Please note: You cannot currently set a time zone for each Team Member; a time zone can only be set for the entire system. Therefore, if you have a Team Member who works in a different time zone, you must set their Availability hours according to the time zone you selected for your business.
While most destinations in the US & Canada are included, certain high-cost destinations are blocked. This includes any international numbers (non-US or non-Canadian).
No, only certain North American number destinations are included.
Login to your Nucleus account
In the Team Members section, select your name to open your Team Member profile
Verify that your message notifications are set to Email and not SMS (text)
Verify that there are no typos in the Email address field
If your Email is correct, check your spam/junk folder.
It may also be beneficial to add donotreply@nucleus.com to your safe list or contacts
If you are still having problems, please email support@nucleus.com
Teach Your AI Employee
In the “Instruction Builder” of your Nucleus portal, you can add knowledge cards to teach your AI employee about your business and tell them how to interact with callers and answer their questions. Knowledge cards are only available for Premium users.
Login to your Nucleus account
Click on Instruction Builder
Click on Add Card to add a new knowledge card and add a Title and Body instructions for your AI attendant (see Title and Body question below for more details)
Click Remove on any individual card to remove that knowledge card
Click Submit to update your AI attendant’s instructions
You will see a “Success” message in the banner at the top of the portal page indicating your AI employee’s knowledge cards have successfully updated
Title: The Title is for your internal use to help you organize your cards. It doesn’t affect your AI attendant’s instructions or behavior.
Title Examples: “Frequently Asked Questions” or “Services”
Body: The body is where you instruct your AI attendant how to respond to callers based on what they say. Your AI attendant can hold a lot of information in one card, so you don’t need to create a card for each question.
Body Example 1: If a caller asks any of the following questions designated by "Q:" provide the proceeding answer designated by "A:". Do not say "A:", rather only the answer that follows:
Then, list your FAQs and their answers, putting “Q:” and “A:” in front of each question and answer.
Body Example 2: If a caller asks about any of our Services, advise the following: We have a variety of services including tire rotations, engine checks, and internal and external vehicle cleaning. On Wednesday we have a drop-in service to bring your car for headlight checks. Would you like to hear our pricing for any of those services or talk to someone to schedule an appointment?
When you’re done inputting knowledge cards, be sure to click Submit to save your changes. Then, test your system by calling your AI attendant, asking them questions, and adjusting your knowledge cards as needed.
We currently support up to 10 custom knowledge cards, but each knowledge card can hold multiple questions, for example, a list of FAQs.
You can specify these in the Instruction Builder. Below is an example:
Card Title: Teams
Card Body: If the caller asks about Sales, transfer them to John Smith. If the caller asks about Billing, transfer them to Mary Davidson. If the caller asks about Bookings, transfer them to Tony Simpson
If a person handles multiple areas in your company, you may choose to write something like this: If the caller asks about any of the following items, then transfer them to John: Donations, Organizational mission, finance. If the caller asks about any of the following items, transfer them to Mary: Events, Volunteering, Meals. If the caller asks about any of the following items, transfer them to Tony: Lodging, Bookings, Reservations, Day Camp
These are just suggestions, and ultimately you are free to experiment and see what works best for you. We recommend that you set up your knowledge cards and then call your business phone number and talk to your AI attendant, test their knowledge, and adjust the cards as necessary.
You can add a custom knowledge card with your product and info, and even pricing if you want. Here is an example for a fictional furniture company:
Card Title: Product Info
Card Body: If a caller asks about our products, advise them of the following: At Everwood Furniture, we take pride in crafting high-quality desks designed to meet the needs of our customers. Our product lines are carefully curated to ensure a balance of aesthetics, functionality, and durability. Below are our key desk product lines and what makes each unique.
Everwood Classic Series: Made from 100% oak wood, traditional design, features spacious surface and cable management, best for home offices and executives, superior for its durability and timeless look.
Everwood Modern Series: Made from walnut wood with steel accents, sleek and minimalist design, features hidden storage, best for modern workplaces, superior for space efficiency and contemporary style.
Again, be sure to click Submit to save any changes you make to your knowledge cards. Always be sure to call your AI attendant to test them and make sure your customers are receiving the correct information.