Account & Profile FAQs

How do I sign up for Ziverly?
Signing up is a doddle! Simply visit our signup page, fill in a few details like your name and email, choose a password, and you’re on your way to lighting up every opportunity. If a friend referred you with a link or code, make sure that’s applied to grab any welcome bonuses for your new organisation!
Is it free to create an account?

Absolutely! Creating your Ziverly account is completely free. We believe in giving you the tools to succeed without any upfront costs. You only pay for the call handling service you use, with transparent, per-second billing.

I forgot my password. How can I reset it?

No worries, it happens to the best of us! If you’ve forgotten your password, just click on the “Forgot Password?” link on the login page. Enter your email address, and we’ll send you an email with instructions and a secure link to reset your password.

How do I change my email address or other personal details?
Keeping your details spick and span is easy. Once logged in, head over to your User Profile page. From there, you can update your name, contact number, address, and job role. You can also change your login email address there, which will typically involve a verification step for your new email. Any “User Notes (for AI)” you add to your profile are processed by an AI assistant for formatting, clarity, and professionalism, ensuring they are highly effective for your main AI receptionist. You can also use an AI chat assistant to help you generate these User Notes.
Can I change my login password?
You certainly can. For security, it’s a good idea to update your password periodically. You can change your password from your User Profile page once you’re logged in. Look for the “Change Password” section.
Where can I update my business address?

Your business address can be updated in two places:

  • Your personal address details are on your User Profile page.
  • If you manage an organisation, the main business address for the organisation can be updated on the Organisation page.
What does "Job Role" mean in my profile?

Your “Job Role” helps provide context about your position, such as “Owner,” “Electrician,” “Office Manager,” or “Plumbing Engineer.” It’s mainly for your reference and helps keep your profile complete.

How do I select or change my "User Trades"?
You can select or update your specific trades on your User Profile page. The trades available for you to choose from are those that have been defined and activated for your organisation by an Organisation Admin on the Organisation page. If you don’t see a trade you need, please ask your Organisation Admin to add or activate it.
What happens if I deactivate my account? Can I reactivate it?

If an administrator deactivates your user account within an organisation, you’ll no longer be able to log in. However, accounts can usually be reactivated by an Organisation Admin. You’ll receive an email notification if your account status changes.

How is my personal data protected?
We take your data protection very seriously. Ziverly employs robust security measures, including using Firebase Authentication for secure logins. For more details, please see our Privacy Policy or the Security Review documentation.
Is my information shared with third parties?

Ziverly is committed to protecting your privacy. We only share your information with third-party services essential for providing our core functionalities, such as payment processing with Stripe and authentication with Firebase. We do not sell your personal data. For a comprehensive understanding, please consult our Privacy Policy.

How do I delete my account permanently?
If you wish to permanently delete your account and associated data, please contact our support team at support@ziverly.com. They will guide you through the process. Please note that account deletion is irreversible.

Service Setup & AI Receptionist FAQs

How do I get started with Ziverly after signing up?

Welcome aboard! Getting started is a breeze. After signing up and logging in, we recommend these first steps:

  1. Set Up Your Organisation: Pop over to the Organisation Page. Here you can fill in your business details, main contact info, and the industries/trades you cover. To make creating comprehensive “Organisation Notes (for AI),” Ziverly provides an AI-powered chat assistant. Click the “Generate with AI” button in the notes section, and the assistant will ask you guided questions about your business (like opening hours, services, service areas, common FAQs). You provide the answers, and the AI helps compile them into well-structured notes. These notes are then further processed for formatting and professionalism.
  2. Complete Your Profile: Visit your User Profile Page to add your personal details, job role, and any specific trades you specialise in. Any “User Notes (for AI)” you add here are also AI-processed for clarity and professionalism, and an AI chat assistant is available to help you generate them.
  3. Top Up Credits: Ziverly uses a pay-as-you-go credit system. Add some credits on the Settings & Billing page so your AI receptionist can start handling calls.
  4. Request Your Dedicated Number: Once you have credits (minimum £1.00), head to the Settings & Billing page to request your free, unique Ziverly phone number (this will be a UK 03 number).
  5. Set Up Call Forwarding: After your number is assigned (we’ll email you!), set up call forwarding from your existing business/mobile number to your new Ziverly number. Instructions for this will be in the email and are also detailed below.
  6. Customise AI & Notifications: Fine-tune your AI receptionist’s name and how it greets callers, and set your notification preferences, all on the Settings & Billing page. Your custom SPAM message here is also AI-processed for clarity.
What is a "Dedicated Ziverly Number" and how do I get one?

Your “Dedicated Ziverly Number” is a unique UK 03 phone number we provide exclusively for your internal use with our service. Crucially, this number is for setting up call forwarding from your existing business or mobile number only. It’s not intended to be given out directly to your customers or used in your public marketing. The benefit for you is that calls to 03 numbers cost the same as calling a standard 01 or 02 landline number and are usually included in mobile and landline call bundles, which can make forwarding your calls to Ziverly very cost-effective. The number we provide might change if it becomes inactive for a period.
To get one, first ensure you have a credit balance of at least £1.00. Then, navigate to the Settings & Billing page and click the “Get My Free Dedicated Number” button. We’ll assign one to you and notify you by email when it’s ready, along with setup instructions.

What are the usage rules for my Dedicated Ziverly Number?

It’s important to understand how to maintain your Ziverly number:

  • Internal Use Only: Use it only for call forwarding from your existing lines. Do not publish it or give it to customers.
  • Keep It Active: To ensure your service continues smoothly, your dedicated number needs to receive forwarded calls. If no calls are forwarded to it for a continuous period of 30 days, the number will be automatically set to ‘inactive’ and deallocated from your account.
  • Reclaiming Your Number: If your number becomes inactive due to non-use, don’t worry! You have a 30-day grace period (from the date it became inactive) during which you can easily reactivate and reclaim the same number by simply requesting a number again through your Ziverly dashboard settings (provided you still meet the balance requirements).
  • Number Termination: If a number remains inactive and is not reclaimed within its 30-day grace period (i.e., approximately 60 days from the initial point of non-use or deallocation), it will be permanently terminated and cannot be retrieved. Should you require a Ziverly number after this, a new one will be allocated to you upon request.
How do I divert my existing business/mobile number to my Ziverly number?
Once your Dedicated Ziverly Number is active (we’ll email it to you!), you’ll need to set up “call forwarding” or “call divert” on your existing business or mobile phone. This process tells your phone provider to send calls to your Ziverly number if you don’t answer, if your line is busy, or if your phone is unreachable (depending on your carrier’s options). Here are general instructions:

For iPhone:

  1. Open Settings on your iPhone.
  2. Tap on Phone.
  3. Tap on Call Forwarding.
  4. Toggle Call Forwarding ON.
  5. Tap on Forward To.
  6. Enter your Ziverly Dedicated Number (e.g., 0330 123 4567) and tap back to save.

Tip: Some carriers offer ‘Conditional Call Forwarding’ options (e.g., forward when busy, unanswered, or unreachable). If available, these settings provide more flexibility. If only ‘All Calls’ forwarding is available, Ziverly will answer all your calls when this is active.

For Android:
(Steps can vary slightly by manufacturer and Android version)

  1. Open the Phone app on your Android device.
  2. Tap the Menu icon (usually three dots ⋮ or lines ≡).
  3. Go to Settings (sometimes “Call settings”).
  4. Look for Calling accounts, Supplementary services, or a similar option, then find Call forwarding.
  5. If you have a dual SIM phone, select the SIM card you want to set forwarding for.
  6. You will typically see options like:
    • Always forward: All incoming calls go to Ziverly.
    • Forward when busy: Calls go to Ziverly if you’re on another call.
    • Forward when unanswered: Calls go to Ziverly if you don’t pick up.
    • Forward when unreachable: Calls go to Ziverly if your phone is off or out of service.
  7. Choose your preferred option and enter your Ziverly Dedicated Number (e.g., 0330 123 4567).
  8. Tap Enable or Turn on to save.

The exact steps can vary slightly by phone model and network provider, so you might also want to check your provider’s website for specific instructions on “conditional call forwarding”.

Can I choose the name for my AI receptionist?

You certainly can! You can personalise your AI receptionist’s name to better reflect your brand or preference. On the Settings & Billing page, you can choose from preset names like “Ziverly” or “Joey,” or select “Other” to enter a custom name for your AI.

What are the "AI Announce" and "Time-Based Greetings" settings?

These settings, found on your Settings & Billing page, help you tailor your AI receptionist’s interaction:

  • AI Announce: When enabled, your AI receptionist will clearly state that it’s an AI assistant (e.g., “Hello, you’re through to [Your Business Name]’s AI assistant, [AI Name].”). If disabled, it will sound more like a human receptionist.
  • Time-Based Greetings: Enabling this allows your AI to use time-appropriate greetings like “Good morning,” “Good afternoon,” or “Good evening,” adding a nice touch to the conversation.
What does "Weather Access" and "Weather Usage" for the AI mean?

These settings allow your AI to make conversations feel a bit more natural and context-aware:

  • Weather Access: When enabled, you grant the AI permission to fetch current, very local weather information for your area.
  • Weather Usage: If “Weather Access” is also enabled, turning this on allows the AI to occasionally and naturally incorporate brief, relevant comments about the weather into its conversation (e.g., “It’s a bit drizzly out there today, isn’t it? How can I help?”). It’s designed to be subtle and not overused.

Both are configurable on the Settings & Billing page.

Can I customise the script or what the AI says to callers?

While you don’t directly write a full script line-by-line, you have significant control over what your AI knows and how it represents your business. The AI uses the information you provide in:

  • Your User Profile (especially the “User Notes (for AI)” section, which can be generated with AI assistance).
  • Your Organisation Details (business name, industries, “Organisation Notes (for AI),” also AI-assisted).
  • The AI settings for its name, whether it announces as AI, and if it uses time/weather based greetings (on the Settings & Billing page).
  • Notes (for AI context) and previous call summaries associated with known contacts.

All these notes (User, Call, Contact, and Organisation “for AI” notes) are also processed by our AI for formatting and professionalism. The AI is designed to use this information to answer common queries if possible, or take detailed messages. For very specific scripting needs beyond this, you might contact our support team at support@ziverly.com to discuss possibilities.

How does the AI know about my business? Where do I provide this information?

Your AI receptionist learns about your business from the details you provide within Ziverly. The more comprehensive and clear your “for AI” notes are, the better your AI can assist your callers!

  • Organisation Details: On the Organisation page, you can enter your business name, the industries you serve, and crucial “Organisation Notes (for AI).” This is a great place to put key information that applies to your whole business. To make creating these notes easier, Ziverly provides an AI-powered chat assistant. Click the “Generate with AI” button in the notes section, and the assistant will ask you a series of guided questions about your business (like opening hours, services, service areas, common FAQs). You provide the answers, and the AI helps compile them into well-structured notes.
  • User Profile: On your User Profile page, the “User Notes (for AI)” section can be used for information specific to you, perhaps if you specialise in certain aspects of the business or have particular instructions for calls directed to you. To make creating comprehensive ‘User Notes (for AI)’ easier, Ziverly provides an AI-powered chat assistant. Click the ‘Generate with AI’ button in the notes section of your profile, and the assistant will ask you guided questions about your specialisations, availability, and other preferences.

All these notes (User “for AI”, Call “for AI”, Contact “for AI”, and Organisation “for AI”) are also processed by our AI for formatting and professionalism. Internal notes on calls and contacts are for your private use and are not used by the AI.

Here’s an example of how detailed Organisation Notes (for AI) can be for a fictional business, “Cornwall Coastal Plumbing & Heating”:

Cornwall Coastal Plumbing & Heating – Key Information

We are a friendly, reliable plumbing and heating company based in Truro, serving residential and commercial customers across Cornwall. We pride ourselves on quick response times and high-quality workmanship.

Opening Hours

Day Time
Monday 8:00 – 17:30
Tuesday 8:00 – 17:30
Wednesday 8:00 – 17:30
Thursday 8:00 – 17:30
Friday 8:00 – 17:30
Saturday 9:00 – 13:00
Sunday Closed
  • Lunch Break: We are closed for lunch between 12:30 PM and 1:30 PM on weekdays. Please leave a message, and we’ll get back to you promptly.
  • Saturday Note: Pre-booked appointments only.
  • Sunday Note: Emergency call-outs available.

Emergency Call-Out Service

  • Availability: 24 hours a day, 7 days a week.
  • Contact: For emergencies, please state “EMERGENCY” clearly at the beginning of your message.
  • Target Response Time: We aim to respond to emergency calls within 1-2 hours, depending on location and current workload.

Our Services

Service Category Details Price Guide (ex. VAT)
Emergency Plumbing Burst pipes, severe leaks, blocked drains, no water/heating. From £95 call-out + hourly
Boiler Services Installation (Gas, Oil, LPG), repair, annual servicing. Servicing from £80
Central Heating System installation, radiator repair/replacement, power flushing. Quotes provided
Bathroom Fitting Full bathroom design & installation, shower fitting, wet rooms. Quotes provided
Gas Safety Checks Landlord certificates (CP12), homeowner checks. From £75
Oil & LPG Services OFTEC registered boiler/tank installations and servicing. Quotes provided

Service Areas

We primarily cover the following areas in Cornwall. A small surcharge may apply for locations further afield.

  • Truro & surrounding villages (e.g., St Agnes, Perranporth)
  • Falmouth & Penryn
  • Redruth & Camborne
  • Newquay & St Austell
  • Bodmin (western side)
  • Helston & The Lizard Peninsula (northern parts)
  • Penzance (case-by-case, may incur additional travel charge)

We DO NOT typically cover: North Cornwall beyond Wadebridge/Camelford, or East Cornwall beyond Liskeard without prior arrangement.

Frequently Asked Questions (FAQ)

  • Q: Are you Gas Safe registered?
    • A: Yes, all our gas engineers are GasSafe registered (Reg No: 123456). We are also OFTEC registered for oil heating systems.
  • Q: Do you offer free quotes?
    • A: Yes, we offer free, no-obligation quotes for non-emergency work like boiler installations and bathroom fittings. Diagnostic work for repairs may incur a call-out fee.
  • Q: What are your payment terms?
    • A: Payment is due upon completion of work for smaller jobs. For larger installations, we may require a deposit. We accept bank transfer, card payments, and cash.
  • Q: Do you have a warranty on your work?
    • A: Yes, all our workmanship is guaranteed for 12 months. Manufacturer warranties apply to installed parts and appliances.
  • Q: What should I do if I smell gas?
    • A: If you smell gas, immediately open windows, do not operate any electrical switches, extinguish any naked flames, and call the National Gas Emergency Service on 0800 111 999. Then, call us for any necessary repairs once it’s safe.

Booking & Contact Preferences

  • For non-emergency inquiries, the best way to get a quick response is by leaving a detailed message.
  • Please provide your full address including postcode when requesting a call-out.
  • We aim to return all non-emergency calls within 2-4 business hours.

The AI uses this combined information to handle calls intelligently. Remember, the more relevant details you provide, the better your AI can assist your callers!

How does the AI handle calls from known contacts?

When a caller whose number is in your Contacts List calls, the AI has access to their contact details (like name, contact type, and any “Notes (for AI)” you’ve added for them) and a summary of their previous call interactions with your Ziverly service. The AI also uses information you’ve set in your User “Notes (for AI)”, Organisation “Notes (for AI)”, and any specific Call “Notes (for AI)” related to that contact. All these notes are AI-processed for clarity. This allows the AI to provide a more personalised and context-aware experience, for instance, by greeting them by name or referencing past inquiries if appropriate. Private “Internal Notes” on contacts are not used by the AI.

What happens if my Ziverly dedicated number is called directly instead of being forwarded to?
Your Ziverly dedicated number is primarily designed to receive calls that are forwarded from your existing business or mobile number. While the system might still answer if called directly, we strongly recommend using it as intended – for call forwarding. This ensures the service works optimally and as described. We advise against publishing or giving out your Ziverly dedicated number directly to your customers.
How long does it take for my dedicated number to become active after requesting it?

Getting your dedicated Ziverly number active is usually a swift process! After you request it (from the Settings & Billing page, once you have credits), it typically becomes active very quickly. We’ll send you an email notification as soon as it’s ready, which will include your new Ziverly number and instructions on how to set up call forwarding from your existing phone.

Will the AI receptionist try to answer questions, or just take messages?
Both! Your Ziverly AI receptionist is quite smart. It will use the “Organisation Notes (for AI)” and “User Notes (for AI)” you provide (which are AI-processed for clarity) to try and answer common questions your callers might have (e.g., about your services, opening hours, etc.). If it can provide a helpful answer based on the information you’ve given it, it will. If the query is more complex, or if it doesn’t have the information, it will then focus on taking a detailed and accurate message, ensuring no opportunity is missed.
Does the AI understand different UK accents?

Yes, our AI receptionist is built with modern speech-to-text technology designed to understand a wide variety of UK accents effectively. We aim to ensure clear communication for all your callers.

Managing Your Calls FAQs

Where can I see a list of calls my AI receptionist has handled?
Easy peasy! All calls handled by your Ziverly AI receptionist are neatly logged for you. Just pop over to the Calls page in your Ziverly dashboard. You’ll find a complete history there.
What information is included in the call log (e.g., transcript, summary)?

Each entry in your call log is packed with useful info! You’ll typically see:

  • The caller’s phone number (Caller ID).
  • The date and time of the call.
  • The duration of the call.
  • A full, written transcript of the conversation.
  • A concise AI-generated summary of the call’s main points.
  • A link to listen to the call recording, if available.
  • The current status of the call (e.g., New, Completed).
  • Any “Notes (for AI)” (AI-processed for AI context) or “Notes (Internal Use Only)” (private, not AI-processed) you or your team have added to the call.
  • AI Call Insights: Including detected caller sentiment (e.g., positive, neutral, negative), key topics discussed, identified action items, and AI-suggested replies to help you follow up efficiently.
What are "AI Call Insights" and how do they help me?

Ziverly’s AI doesn’t just log calls; it analyses them to give you quick, valuable insights, displayed directly in your Call Detail view:

  • Sentiment Analysis: Understand the caller’s mood (e.g., ‘positive’, ‘neutral’, ‘negative’) at a glance. This can help you prioritise responses, perhaps addressing an unhappy caller first or identifying particularly satisfied customers.
  • Detected Topics: The AI automatically tags calls with relevant topics based on the conversation (e.g., ‘Enquiry – New Work/Quote’, ‘Booking – Reschedule/Cancel’, ‘Complaint’). This allows you to quickly see call trends and categorise interactions without manual effort.
  • Action Items: If the AI detects clear actions discussed or requested during the call (e.g., “User needs to send a quote,” “Arrange a callback for Friday at 2 PM,” “Customer to provide measurements”), it lists them out. This helps ensure nothing falls through the cracks and follow-ups are clear.
  • Suggested Replies: Based on the call’s context, sentiment, and topics, the AI provides 2-3 concise, professional reply suggestions in UK English. These are excellent starting points for your follow-up emails or text messages, saving you time and effort.

These insights help you understand your calls faster, respond more effectively, and manage your communications with greater efficiency.

Can I listen to recordings of the calls? How long are recordings stored?
Yes, for many calls, a recording will be available. You can listen to these directly within the call details view on the Calls page. Call recordings are stored for up to 90 days.
How do I add notes to a specific call? Who can see these notes?

You can add two types of notes to any call:

  • Notes (for AI): These notes are for providing context to the AI receptionist if the contact calls again. They are processed by our AI for formatting and professionalism.
  • Notes (Internal Use Only): These are your private notes for reminders, quote details, or any other information you want to keep for yourself or your team, and are not used or seen by the AI.

In the call details view on the Calls page, you’ll find sections for both. Generally, call notes (for AI and internal) are visible to you and other admin users within your organisation, helping your team stay on the same page. If a call is marked as “Private,” its notes will have more restricted visibility.

What do the different call statuses ("New", "Pending", "Completed", "Requires Follow-up", "SPAM") mean?

These statuses help you organise and manage your calls effectively:

  • New: A freshly received call that hasn’t been actioned yet.
  • Pending: You’ve acknowledged the call and might be waiting for something before further action.
  • Requires Follow-up: The call needs a specific action or response from you or your team.
  • Completed: You’ve dealt with the call and no further action is needed.
  • SPAM: You’ve identified this caller as unwanted.
How do I update the status of a call?

It’s simple! When viewing the details of a specific call on the Calls page, you’ll find an option to change its status using a dropdown menu. Select the new status, and it’s updated instantly.

What are "Private Calls" and how do they work?

Marking a call as “Private” (an option in the call details view on the Calls page) restricts its visibility. Typically, a private call and its details (like notes and potentially recordings) will only be visible to you (the user assigned to the call or who marked it private). Other members or admins in your organisation may not see the full details of private calls, ensuring confidentiality when needed.

Can I filter my call log (e.g., by date, status, or caller)?

Absolutely! The Calls page includes robust filtering options. You can filter your calls by date range, specific call statuses (or multiple statuses), and search by caller ID, or keywords within the summary or transcript. Admins can also filter by users within their organisation, and you can filter by AI-detected sentiment and topics.

How quickly do new calls appear in my dashboard?

Lightning fast! New calls handled by your AI receptionist, along with their initial AI insights, appear in your Call Log almost instantly after the call ends. You’ll also receive an email notification (and SMS if you’ve opted in) very quickly, so you’re always in the loop.

What is the "summary text" and who generates it?

The “summary text” is a concise overview of the call’s main points and purpose. It’s cleverly generated by our AI system after analysing the full call transcript, saving you time by giving you the gist of the conversation at a glance.

Managing Your Contacts FAQs

How do I add a new contact to Ziverly?

It’s a piece of cake! Head over to the Contacts page and click the “Add Contact” button. A form will pop up where you can enter their details like name, phone number, email, assign a contact type, add “Notes (for AI)” (which are AI-processed for professionalism), and “Notes (Internal Use Only)” (private, not AI-processed).

How do I categorise my contacts? What types are available?

You can categorise your contacts to better organise them. When adding or editing a contact, you can assign a ‘Contact Type’. The available types are: Customer, Supplier, Lead, Family, and Other. This categorisation helps in managing your interactions and can be useful for filtering and reporting. The contact type is also included in CSV exports and can be specified during CSV imports.

Can I import my existing contacts from a CSV file? What format does the CSV need to be in?

Yes, you certainly can! On the Contacts page, look for the “Import Contacts” button. This will open a tool to help you upload your CSV file.
The CSV file should have a header row with column names like “FirstName”, “LastName”, “PhoneNumber”, “Email”, “BusinessName”, “ContactType”, “Notes”, “InternalNotes”, and “IsMarkedAsSPAM”. Our import tool provides a field mapping interface so you can match your CSV columns to Ziverly’s fields, and you can even download a template CSV to make things easier!

How do I export my Ziverly contacts?
No problem at all. On the Contacts page, you’ll find an “Export Contacts” button. Clicking this will download a CSV file of all contacts in your organisation, including their assigned contact type and any internal notes.
What happens if I mark a contact as SPAM?
When you mark a contact as SPAM, any calls from their number will be handled according to your organisation’s or your personal SPAM message settings (if your organisation allows user overrides). This helps filter out unwanted calls. This is an organisation-wide setting, so if one user marks a contact as SPAM, it applies to everyone in the organisation.
Can I add notes specific to a contact? Will the AI use these notes?

Absolutely! Each contact has two notes sections:

  • Notes (for AI): These are for providing context to the AI receptionist (e.g., “Prefers communication by email” or “Key client – prioritise follow-up”). These notes are processed by our AI for formatting and professionalism and are used by the main AI receptionist.
  • Notes (Internal Use Only): This section is for your private notes, reminders, or specific details about the contact that you don’t want the AI to use. These are not AI-processed and remain for your internal reference.
If a new caller contacts me, is a new contact automatically created?
Ziverly tries to be smart about this! When an incoming call is processed, if the AI captures details like a first name or last name, Ziverly will attempt to find an existing contact matching the caller’s number within your organisation. If no match is found and enough information is provided (like a name), a new contact record may be automatically created for you in your organisation (defaulting to ‘lead’ type, which you can then update). If not enough information is available, the call will be logged, and you can manually create or link a contact later.
How do I edit or delete a contact?
You can manage your contacts directly from the Contacts page.

  • To edit: Click on a contact in the list to view their details, then click the “Edit” icon or button. You can update their details, including their contact type, “Notes (for AI)”, and “Notes (Internal Use Only)”.
  • To delete: From the contact detail view or sometimes directly from the list (depending on your screen size), you’ll find a “Delete” option (often a bin icon). Deleting a contact will also remove their associated call history from Ziverly.
Can I see a history of calls with a specific contact?

Yes, indeed! When you view a contact’s details (by clicking on them in the Contacts page), you’ll see a “Call History” section. This lists all recorded calls to and from that contact, making it easy to keep track of your interactions.

Billing & Credits FAQs

How does Ziverly pricing work? Are there any monthly fees?

Ziverly is all about lighting up your opportunities, not weighing you down with hefty fees! We believe in transparent, flexible pricing. You’ll be chuffed to know there are no monthly subscriptions or long-term commitments. Creating an account is absolutely free. You simply pay for what you use with our per-second billing for call handling.

What are "credits" and how are they used?
Think of credits as your Ziverly fuel! You top up your account with credits, and each time our AI receptionist handles a call for you, a small amount of credit is used, based on the call’s duration. It’s a simple pay-as-you-go system to keep things straightforward.
How much does it cost per call or per minute?
We keep things crystal clear. Call costs are calculated with a small base cost per call plus a per-second charge for the time your AI assistant is on the line. These rates are set system-wide and you can review the exact cost structure when topping up on the Settings & Billing page. You can also view current pricing information on the Pricing page.
How do I buy more credits? What payment methods are accepted?
Topping up is a doddle! You can easily buy more credits directly from your Settings & Billing page. We securely process payments using Stripe, so you can use most major debit and credit cards.
What's the minimum amount I can top up?
We like to keep things flexible for everyone. You can top up your Ziverly account with credits starting from as little as £5.
Where can I see my current credit balance and transaction history?
Your current credit balance is always displayed at the top of your dashboard when you log in, and also on the Settings & Billing page. For a full breakdown of all your top-ups and call costs, head over to the Transactions page.
Will I be warned if my credit balance is low?

Absolutely! We wouldn’t want you to miss any calls. You’ll receive an email notification (and an SMS if you’ve opted in via your Notification Preferences) when your credit balance drops below the low balance warning threshold (currently £2.00).

What happens if I run out of credits? Will my AI stop answering calls?
To ensure your AI receptionist can always answer your calls, it’s important to maintain a positive credit balance. If your balance reaches zero, the AI call handling service will be temporarily paused until you top up. We send low balance warnings to help you avoid this!
Can I get a refund for unused credits?
No, Ziverly operates on a pay-as-you-go basis, and refunds are not provided for unused credits. We encourage you to top up according to your anticipated usage, from as little as £5.
Are there different pricing tiers or plans?
Ziverly keeps it simple with a pay-as-you-go model. There are no complicated tiers or plans – everyone gets access to the full power of our AI receptionist, and you just pay for the call handling you use.
How is VAT handled for credit purchases?
When you choose Ziverly for your credit purchases, our VAT handling ensures a compliant transaction process focused on transparency and ease. Our system automatically calculates and applies the correct VAT rates, removing the guesswork so you can concentrate on growing your business and seizing opportunities with confidence.

Organisation & Team Management FAQs

I work with a small team. Can multiple people use the same Ziverly account/organisation?
Yes, Ziverly is designed for teams! When you sign up, an organisation is created. You can then invite your team members to join this organisation. Everyone in the organisation typically shares access to resources like call logs and contacts (though individual calls can be marked private), and can benefit from a shared understanding of your business through organisation-level “Notes (for AI)”.
How do I invite a team member to join my Ziverly organisation?

If you’re an Organisation Admin (Primary or Secondary), inviting new members is straightforward. Head over to the Organisation page. In the user management section, you’ll find an “Invite User” option. Simply enter their email address, and they’ll receive an invitation with a link to set up their account and join your Ziverly organisation.

What are the different user roles (e.g., Primary Admin, Admin, Member)? What can each role do?

Ziverly uses distinct roles to help you manage your team effectively:

  • Primary Organisation Admin: This role has full control over the organisation. They can manage all organisation settings, invite and manage users (including changing their roles or deactivating them), handle billing, and request the organisation’s dedicated phone number. Usually, the person who creates the organisation starts as the Primary Admin.
  • Secondary Organisation Admin: Has most of the same permissions as the Primary Admin, such as managing users and organisation settings. They provide an additional layer of administrative capability.
  • Member: Team members with this role can use the Ziverly service to view call logs, manage their assigned calls and contacts, and configure their personal settings. They typically cannot change organisation-wide settings or manage other users.
Can I change a team member's role?

Yes. If you are a Primary Organisation Admin, you can change the roles of other users within your organisation (e.g., promote a Member to a Secondary Organisation Admin, or vice-versa, but not to Primary Organisation Admin). This is typically done through the user management section on the Organisation page. The user whose role is changed will receive an email notification about it.

How do I remove a user from my organisation?

Organisation Admins (Primary or Secondary) can deactivate a user’s account within the organisation. This prevents the user from logging in and accessing the organisation’s data. Deactivation is usually handled from the user management section on the Organisation page. During deactivation, options may be provided to reassign the user’s calls or transfer their credit balance to the deactivating admin. The user will be notified by email if their account status changes.

Can we have one central billing account for the whole team/organisation?

Ziverly’s credit system is primarily user-based, meaning each user who tops up credits does so for their own account balance. However, Organisation Admins have the ability to transfer credits between users within the same organisation. This feature, found on the Organisation page (user management section) and also accessible from the Settings & Billing page, allows for flexible credit management and can help centralise funds if desired.

How do organisation-level settings (like SPAM message or "Notes (for AI)") work with multiple users?

Organisation-level settings, such as the main SPAM message or “Organisation Notes (for AI)” (which provide context to the AI about your business), are set by Organisation Admins on the Organisation page. These settings apply to all users within the organisation by default. For SPAM messages, there’s an additional option: the organisation can allow individual users to set their own custom SPAM message. If a user sets a custom message and this feature is enabled by the organisation, their personal SPAM message will override the organisation’s default for calls directed to their dedicated number. Organisation “Notes (for AI)” and SPAM messages are processed by our AI for clarity and professionalism. To help create comprehensive “Organisation Notes (for AI)”, an AI chat assistant is available on the Organisation page which guides admins through a series of questions.

Can I transfer credits between users in my organisation?

Absolutely! If you are an Organisation Admin (Primary or Secondary), you can easily transfer credits to or from any user within your organisation. This is handled via the user management section on the Organisation page, or via a global credit transfer tool on the Settings & Billing page. Both the sender and receiver of the credits will get an email confirmation once the transfer is complete.

Affiliate Programme FAQs

How does the Ziverly affiliate programme work?

It’s a brilliant way to earn credits! When you join our affiliate programme, you get a unique referral link. Share this link with friends, colleagues, or other businesses. When a new organisation signs up using your link and its Primary Admin makes their first credit top-up, their organisation gets a 50% bonus on those credits. And the best part? You, as the referrer, will earn commission credits every time any user within that referred organisation tops up their account in the future!

How do I get my unique affiliate link or ID?

You can find your unique affiliate ID and generate your shareable affiliate link on the Settings & Billing page in your Ziverly dashboard. Look for the “Affiliate Programme” section. If you haven’t generated it yet, there’ll be a button to do so.

How much commission do I earn?

Your commission rate is displayed in the “Affiliate Programme” section on your Settings & Billing page. This rate is applied to the value of the credit package purchased by users in the organisations you referred. The rate is typically a percentage of the top-up value (e.g., 10%).

When do I receive my commission credits?

Commission credits are automatically added to your Ziverly balance shortly after a user in one of your referred organisations successfully completes a credit top-up. You’ll also receive an email notification (if enabled in your preferences) when you earn commission. You can see these transactions listed in your Transaction History, marked as ‘affiliate_commission’.

What bonus does my referred friend/organisation get?

When a new organisation signs up using your affiliate link, that organisation is eligible for a one-time 50% bonus on the value of its very first credit top-up. This bonus is applied when the Primary Admin of that newly referred organisation makes their first credit purchase. It’s a fantastic way for them to get more value as they start with Ziverly!

How can I track how many organisations I've referred or how much commission I've earned?

You can see a list of the organisations you’ve successfully referred in the “Affiliate Programme” section on your Settings & Billing page. To track your commission earnings, head over to your Transaction History page and look for transactions with the type ‘affiliate_commission’.

Is there a limit to how many people I can refer or how much commission I can earn?

Currently, there are no limits on the number of organisations you can refer or the total amount of commission credits you can earn. So, the more successful referrals you make, the more credits you can accumulate!

How do I send an affiliate invitation email directly to a friend?

Easy peasy! Go to the “Affiliate Programme” section on your Settings & Billing page. You’ll find a button like “Send Invite Email to Friend.” Clicking this will open a simple form where you can enter your friend’s name and email address. We’ll then send them a personalised email containing your referral link and details of the 50% first top-up bonus for their new organisation.

Customising Your Settings FAQs

How do I change my default number of items shown per page in lists?

You can set your preferred number of items to display per page for lists like Call Logs and Contacts. Head over to the Settings & Billing page and look for “Application Settings”. You can choose from options like 10, 25, 50, or 100 items.

Can I set a default landing page for when I log in?
Yes, you can! If you prefer to land on a specific page like your Call Log or Contacts list immediately after logging in, you can set this preference on the Settings & Billing page under “Application Settings”.
How do I manage my email and SMS notification preferences for different events (new calls, low balance, etc.)?

You have full control over which notifications you receive and how. On the Settings & Billing page, you’ll find a “Notification Preferences” section. Here, you can toggle email and/or SMS alerts on or off for various events such as new incoming calls, credit top-up confirmations, low balance warnings, and more.

Can I set my own custom SPAM message for callers I've marked as SPAM?

Yes, you can personalise the message that callers you’ve marked as SPAM will hear, provided your Organisation Admin has enabled this feature for users on the Organisation page. On your User Profile page (if overrides are allowed by your organisation admin) or the Settings & Billing page, look for the “User SPAM Call Message” section. Your custom message will be used if your organisation’s settings allow users to override the default organisation SPAM message. Remember, any custom message you enter will be processed by our AI for clarity and professionalism before being used. If this option is disabled, your organisation’s SPAM message will be used.

How do "User Notes (for AI)" in my settings differ from notes on specific calls or contacts?

“User Notes (for AI)” found on your User Profile page are general notes about you that the AI receptionist can use for context when handling calls specifically for you or that might be routed to you. You can create these User Notes manually or use the AI-powered chat assistant available in your profile to guide you through the process.
“Notes (for AI)” on specific calls (on the Calls page), contacts (on the Contacts page), or your Organisation (on the Organisation page) are much more specific to that particular interaction, person, or your business overall.
All these notes (User “for AI”, Call “for AI”, Contact “for AI”, and Organisation “for AI”) are also processed by our AI for formatting and professionalism. “Notes (Internal Use Only)” on calls and contacts are for your private reference and are not used by the AI.

Here’s an example of how detailed User Notes (for AI) can be for “Mike Tregenza,” a senior heating engineer at “Cornwall Coastal Plumbing & Heating”:

Mike Tregenza – Senior Heating Engineer

Specialisations

  • Boiler diagnostics and repair (Gas & Oil – OFTEC certified)
  • Complex central heating system fault finding
  • Smart thermostat installations (Nest, Hive, Tado)
  • Unvented hot water cylinder servicing

Availability & Working Patterns

Day Time
Monday On the road – West Cornwall
Tuesday On the road – West Cornwall
Wednesday On the road – West Cornwall
Thursday On the road – West Cornwall
Friday Pre-booked servicing/installations (Limited immediate call-outs)
Saturday Not Available
Sunday Not Available

Customer Interaction Preferences

  • Always aim to provide an ETA if the AI is passing on an emergency message.
  • For routine service inquiries where I am the preferred engineer, please ask the caller if their query can be handled via email to reduce interruptions during jobs. My email is mike.tregenza@ccph.co.uk (only give this out if the AI is specifically prompted to or if the caller asks for an email for Mike directly).

Specific Knowledge for AI

  • If someone calls about an “Alpha Innovate X25” boiler making a “whistling noise,” I’m familiar with a common fix for this.
  • Recently completed a large underfloor heating project at “The Old Mill, St. Just”; if they call, it’s likely related to that.

Developer API & Webhooks FAQs

What is the Developer API? How can I use it?

The Ziverly REST API provides secure, read-only access to your organisation’s data, including contacts, calls, and users. You can find this feature on the Developer Tools page in your Settings. After enabling API access, you can generate an API key. This key allows you to make authenticated requests to fetch your data, which is useful for creating custom reports or integrating with internal business dashboards.

How do I get an API Key? Is it secure?

You can generate your API key from the Developer Tools page. When you generate a key, it will be displayed only once for security reasons. You must copy it and store it in a safe place, like a password manager. If you lose the key, you’ll need to revoke the old one and generate a new one.

What are Webhooks and what can I do with them?

Webhooks are a powerful way to get real-time notifications about events happening in your Ziverly account. You can set a specific URL, and Ziverly will send a POST request with a JSON payload to that URL whenever a chosen event occurs. This allows for powerful automations with services like Zapier or Make.com, or your own custom applications. For example, you could automatically add a new Ziverly call log as a task in your project management tool, or sync a new contact to an external CRM.

Which events can trigger a Webhook?

You can configure webhooks to be triggered by a variety of events, including:

  • call_ended: When a call finishes.
  • call_status_updated: When a call’s status is changed in the UI.
  • contact_created: When a new contact is added.
  • contact_updated: When a contact’s details are modified.
  • transaction_created: When a new transaction (like a credit top-up or call cost) is logged.
Can I customise the data sent in a Webhook?

Yes! The webhook payload is configurable. From the Developer Tools page, you can choose which data objects to include in the payload for an event. For a call_ended event, for instance, you can choose to include the full call transcript, AI-generated insights (sentiment, topics, actions), user details, and more. This lets you tailor the data you receive to your specific needs.

Troubleshooting & Support FAQs

I'm having trouble logging in, what should I do?

Oh dear, let’s get you back in! First, double-check your email address and password are correct. Typos can be sneaky! If you’ve forgotten your password, you can easily reset it by clicking the ‘Forgot Password?’ link on the login page. If you’re still stuck, or if your account is locked, please reach out to our support team at support@ziverly.com, and we’ll help shine a light on the problem.

My dedicated number isn't working or calls aren't being forwarded.

Right, let’s troubleshoot this. First, please ensure your Ziverly account has a positive credit balance (minimum £1.00), as the service requires credits to handle calls. You can check this on your Settings & Billing page. Next, double-check that call forwarding is correctly set up on your actual business/mobile phone to divert to your Ziverly dedicated number. Instructions for this were in the email you received when your number was assigned, and are also in the “Service Setup” section of this FAQ. Also, ensure your Ziverly dedicated number is active (viewable in Settings) and hasn’t become inactive due to non-use (see “What are the usage rules for my Dedicated Ziverly Number?”). If all these look correct, please contact us at support@ziverly.com with details, and we’ll investigate.

How are withheld or anonymous calls handled?

Ziverly handles these calls securely. When a call comes in from a withheld or private number, it is still logged in your Call Log with the caller ID shown as “Withheld Number”. For privacy and security, these calls are not linked to any existing contact, nor is a new contact created. You can still view the transcript, listen to the recording (if available), and see any AI insights, but the interaction remains separate from your contact list. This prevents any possibility of accidentally sharing information from one anonymous caller with another.

The AI receptionist didn't understand a caller correctly.

We’re always working to make our AI receptionist as sharp as a tack! If you find a call where the AI didn’t quite catch something, the best thing to do is review the call transcript on the Calls page. You can add “Notes (for AI)” or private “Notes (Internal Use Only)” to the call to clarify any details. The AI learns from a wide range of interactions, but sometimes mumbling or background noise can be tricky. Also, ensure your ‘Organisation Notes (for AI)’ (on the Organisation page) and ‘User Notes (for AI)’ (on your Profile page) are clear and comprehensive, as the AI uses this information. Remember, all “for AI” notes are AI-processed for clarity.

I'm not receiving email notifications.

Let’s get those notifications flowing! First, please check your spam or junk folder in your email client, just in case our emails have ended up there. If so, mark them as ‘not spam’. Next, verify your email notification preferences on the Settings & Billing page under ‘Notification Preferences’ to ensure the alerts you want are enabled for email. Also, confirm your login email address on your Profile page is correct and verified. If everything seems in order but you’re still not receiving them, please contact support at support@ziverly.com.

Where can I find diagnostic information if I need to contact support?

Brilliant question! If you need to contact support, providing diagnostic information can really help us speed things up. You can find detailed diagnostic information on the Support page in your Ziverly dashboard. There’s usually a button to copy this information to your clipboard, making it easy to paste into an email to us.

How do I contact Ziverly support?
We’re here to help you light up every opportunity! You can reach our friendly Ziverly support team by emailing us at support@ziverly.com. Please include as much detail as possible about your query or issue, and if relevant, the diagnostic information from your Support page.

Security and Privacy FAQs

How secure is my Ziverly account and data?

Keeping your information safe and sound is a top priority at Ziverly. We use robust security measures like Firebase Authentication for secure logins, which handles things like password hashing and secure session management. Our application also uses HttpOnly cookies for session tokens to help protect against certain types of attacks. For a more in-depth look, you can check out our Privacy Policy.

Are call recordings and transcripts stored securely?
Yes, we take the security of your call data, including recordings and transcripts, very seriously. Call recordings are stored in secure cloud object storage, and access is controlled. Transcripts and call metadata are stored securely in our database with appropriate access controls. We’re committed to protecting this sensitive information.
Is Ziverly GDPR compliant?

Ziverly is designed with data privacy regulations like GDPR and the UK Data Protection Act 2018 in mind. We aim to be compliant by implementing measures such as data minimisation, ensuring lawfulness of processing, and providing users with control over their data (like editing profiles or exporting contacts). For full details on how we handle your data in line with these regulations, please refer to our Privacy Policy and Terms of Service.

What information does Ziverly collect about me and my callers?

Ziverly collects information necessary to provide and improve our service. For you (the user), this includes your account details (name, email, business info), settings, and transaction history. For your callers, we collect information provided during the call, such as their name, phone number, the reason for their call, and any other details they share with the AI receptionist. This results in call logs containing transcripts, summaries, and recordings. We detail this in our Privacy Policy.

How long is my data (call logs, contacts, etc.) stored?
We have data retention policies in place. Typically:

  • Call Logs: Stored for 18 months.
  • Call Recordings: Stored for 90 days.
  • Contacts: Stored as long as your account is active or until you delete them.

For specific details, please consult our Privacy Policy or Terms of Service.

Can I request my data to be deleted?
Yes, you can request the deletion of your personal data. To initiate this process, please contact our support team at support@ziverly.com. They will guide you through the necessary steps. Please be aware that deleting your data is an irreversible process and will result in the closure of your account. More information can be found in our Privacy Policy.

Secure Storage Practices

At Ziverly, we prioritize the security of your call data by employing robust storage solutions. Call recordings are securely stored in cloud-based object storage systems, ensuring they are protected against unauthorized access. We implement stringent access controls to safeguard these recordings, allowing only authorized personnel to access them when necessary.

Transcripts and call metadata are meticulously stored within our secure databases. We utilize advanced encryption methods to protect this sensitive information, ensuring that it remains confidential and secure. Our commitment to data security means that we continuously monitor and update our security protocols to align with industry standards.

By choosing Ziverly, you can trust that your call data is handled with the utmost care and security, providing you peace of mind while you focus on your business operations.

GDPR and Data Protection Compliance

Commitment to Data Privacy

Ziverly is dedicated to maintaining compliance with GDPR and other relevant data protection regulations. We have implemented comprehensive measures to ensure the lawful processing of personal data, including data minimization and transparency. Our users have full control over their data, with options to edit profiles, export contacts, and manage their information effectively.

We continually review our data protection practices to ensure they meet the highest standards of compliance. Our Privacy Policy and Terms of Service provide detailed information on how we handle your data, reflecting our commitment to safeguarding your privacy and upholding your rights.

Information Collection Overview

Ziverly collects essential information to deliver and enhance our services effectively. For users, this includes account details such as name, email, and business information, as well as preferences and transaction history. This data helps us tailor our services to meet your specific needs.

For callers, we gather information shared during interactions, including their name, contact details, and the purpose of their call. This information is used to generate call logs, transcripts, and summaries, enabling us to provide a seamless and efficient virtual receptionist experience.

Our data collection practices are designed to respect your privacy while ensuring we deliver the highest quality service. For more details on our data handling procedures, please refer to our Privacy Policy.

Data Retention Overview

Understanding Our Data Retention Policies

At Ziverly, we prioritize the secure and responsible management of your data. Our retention policies are designed to ensure that your call logs, recordings, and contacts are stored only as long as necessary to provide our services effectively. Call logs are typically retained for a specified period to allow for comprehensive service analysis and improvement. Recordings are securely stored in our cloud infrastructure, with access strictly controlled to protect your privacy. Contacts remain in our system as long as your account is active, allowing you to manage your business interactions seamlessly. For more detailed information, please refer to our Privacy Policy and Terms of Service.

Requesting Data Deletion

We understand the importance of your right to privacy and data control. If you wish to delete your personal data from Ziverly, you can initiate a request by contacting our support team. Our team will guide you through the process, ensuring that your request is handled promptly and securely. Please note that data deletion is a permanent action and will result in the closure of your account. Once your data is deleted, it cannot be recovered. We encourage you to review our Privacy Policy for more information on the implications of data deletion and how it affects your use of our services.

To ensure a smooth transition, we recommend downloading any important information before initiating a deletion request. Our support team is available to assist you with any questions or concerns you may have during this process. We are committed to maintaining transparency and providing you with the tools you need to manage your data effectively.

Need Assistance? We're Here to Help!

If you have any questions or require further assistance regarding your data or our services, please do not hesitate to reach out. Our dedicated support team is ready to provide you with the information and support you need. Whether you need help understanding our data policies or require technical assistance, we are here to ensure your experience with Ziverly is seamless and stress-free.