## Book a Demo

To access the Replify portal, schedule a demo with our team by clicking “Schedule a Demo” at [replify.ai](https://replify.ai/). We offer a free 14-day trial.

## Basic Setup Checklist

Once you’ve registered and completed any required demos, follow these steps to optimize your assistant. Each link below leads to the related setup guide.

1. [Train your assistant](https://docs.replify.ai/assistant-setup/knowledge): Provide your website and add FAQs so your assistant can help your customers.
2. [Guide your assistant](https://docs.replify.ai/assistant-setup/core-behavior): Provide goals, questions to ask, links to share, and more.
3. [Set up your phone number](https://docs.replify.ai/assistant-setup/phone): Choose an area code, intro message, and more.
4. [Set up live transfers](https://docs.replify.ai/assistant-setup/live-transfers): Set when you want to transfer callers to another phone number.
5. [Set up your chatbot](https://docs.replify.ai/assistant-setup/chatbot): Choose a logo, intro message, and more.
6. [Set up your email](https://docs.replify.ai/assistant-setup/email): Choose your email, set a footer, and more.
7. [Set up notifications](https://docs.replify.ai/conversations/notifications): Choose how you want to be notified for new interactions.
8. [Connect to your CRM (optional)](https://docs.replify.ai/integrations/zapier-crm-integration): Send new leads to your existing CRM or spreadsheet using Zapier.
9. **Launch**: Add your chatbot, email, and phone number to your website, and/or forward calls to your AI assistant’s phone number.