Get started with Leona Voice AI

1. Install: your voice agent is created for you

When you install Leona Voice AI, your voice agent is created in your account, with the actions your booking steps need. Open its tab on the Staff Booking & Services Portal page in your CRM menu.

Where it opens: this app needs the free Staff Booking & Services Portal app. Install the Portal first: this app’s settings open as a tab on the Portal page in your CRM menu.

Inside, the menu includes Home, Call steps, Settings, What’s installed and Get help.

Price: $19 per month or $190 per year. Every plan starts with a 14-day free trial.

Costs to know: call minutes, AI voice usage and your phone number are billed by your CRM, separately from this app.

2. Give it a phone number

The agent has no phone number at first. Choose one for it in your CRM’s phone numbers (your CRM bills the number). The check on Home shows when the number is set.

3. Call steps

Call steps shows every step of a call, in order, and whether each one is on your agent. The steps are your booking steps: switch one off or change it in Leona Booking ▸ Settings and Widgets, and the calls follow.

Actions installed, per setting shows what each setting you switched on needs on the agent. An action marked ✗ is missing: press Add the missing steps to your agent, check what will happen, then Add them now.

Greeting language: the greeting is said in one language you choose.

The languages Leona speaks

Leona speaks the languages you turned on for your business (Settings ▸ Your business), for example English and French. After the greeting, she answers each caller in their language when it is one of yours. When your business has more than one language, the agent listens for all of them. If a caller’s words come through unclear, Leona asks, in your other language, whether they prefer to continue in it.

What Leona knows

On the Call steps screen, What Leona knows is her knowledge base: your website, read by your CRM, plus the facts already in your CRM (services and prices, categories, your areas, the team’s public bios, your policies). She answers from it; when she does not know, she says so, and the question appears under Questions she could not answer.

Press Build knowledge the first time, Rebuild knowledge after a change, or Read my site again. Under Questions she could not answer, type your answer to a question and press Add to her knowledge.

On the call

• She recognises returning callers: their past and upcoming visits, earlier calls and messages. She never reads notes, ids or links out loud.
• With Leona Booking installed, the call follows your booking page: the same questions, team filters, travel distances, prices and payment rules.
• She books, moves or cancels a visit, and confirms the day, time, service and price before she books.
• If you ask for a card and the caller has none saved, they get a secure link by text.
• If a step cannot be done on the call, she offers to text the caller a link to finish.

4. Test it

Call the agent’s number and book a test visit in each language you serve. On Home, the check A real call reached Leona turns green after the first real call.

Moving from another voice agent? Keep it on its number while you test, then move the number to the Leona agent at a quiet hour. To go back, move the number back.

Your calls

Home shows your calls, the visits booked by Leona, the callers recognised and the minutes on the phone, then the latest calls with what Leona did on each. Call steps ▸ Recent calls and the Activity log list them too. Home’s Get started card lists every check; when they all pass, it says All set.

What’s installed, and uninstalling

What’s installed lists what the app needs, what it created in your account, and what uninstalling removes or keeps. It includes Leona · voice · 01 connection, the value that connects your voice agent to Leona; it changes when you rotate the key.

Uninstalling ends your subscription. Here is what is removed:

• the voice agent this app built for you. A copy of its prompt and actions is saved first, so installing again rebuilds the same agent;
• the values Leona Voice AI writes in Custom Values (Leona · voice · …: the connection value, the call steps, your greeting, prompt and disclaimer);
• unless Leona Booking still uses them: the card-on-file link (Leona · booking · 04 card on file) and your booking page address value (Leona · booking · 01 book url);
• when it is the last Leona app on your account: Leona · MCP · 01 connection, and when it is the last ClaudiaFix app: Business · mcp · 01 connection.

Kept: your own voice agents, your phone number (it stays in your CRM), the contact fields Leona filled (Leona · booking · 10 card link, Coupon, Coupon expiry), your contacts and conversations. When the last ClaudiaFix app leaves your account, the team-member records Leona created, their fields and their folder are removed too, after a backup copy is saved; installing again puts them back.

Then uninstall the app from your CRM’s app marketplace (Installed apps).

Help

Write to support@claudiafix.ai — we reply within 24 h. Support is by e-mail only.

You can also open Get help at the bottom of the app’s menu and write what went wrong. Your account, the app and the page you were on come with your message.