Frequently asked questions

HelmSmart is an AI-powered front office for small businesses. It combines a voice receptionist, unified inbox, bookkeeping, and CRM into one platform — so you can focus on running your business, not managing tools.

In your receptionist settings: enter the business phone number your callers dial, set your business hours, add the services you book (with how long each one takes), and switch the receptionist on. A checklist shows anything still missing, and one click verifies that your number is connected, so calls actually reach the receptionist. Connecting Google Calendar is optional — it lets the receptionist offer only the times you're free.

No. Everything is configured through a simple dashboard. No coding, no complex integrations — just fill in your business details and you're live.

Yes. HelmSmart is free during beta — every feature, no credit card required. The minutes your AI receptionist spends on calls are included while we're in beta.

If the AI doesn't have enough information to help, it offers to take a message or schedule a callback. You'll be notified immediately so you can follow up.

Yes. The voice receptionist syncs with your Google Calendar and only offers time slots that are genuinely available. Bookings appear on your calendar in real time.

The voice agent operates in English by default. SMS and email communications include multilingual detection to match the language your clients use.

Yes. The agent identifies itself as an AI assistant for your business. We believe in transparent, honest AI interactions — and it builds trust with your clients.

After beta, yes: upgrades take effect immediately, and downgrades take effect at the start of your next billing cycle so you never lose access mid-period. During beta everyone has every feature, so there's no plan to change.

After beta, calls handled by your AI receptionist will be billed at $0.10 per minute on top of your plan. That covers both the AI and the phone-line costs, and you only pay for calls that are actually handled. During beta, call minutes are included at no charge.

No contracts, no commitments. Paid plans after beta are month-to-month, and you can cancel anytime. During beta there's nothing to pay.

Yes. HelmSmart connects via OAuth for a full two-way sync. The voice receptionist checks real-time availability and writes confirmed bookings directly to your calendar.

The receptionist answers your business number once that number is connected to HelmSmart's voice system through Twilio, the phone carrier we use. The setup checklist shows whether your number is connected, and names what's missing if it isn't. If your number is with another carrier, or you'd like help connecting it, contact us.

Yes. CSV import is available in the Clients section. Map your columns to HelmSmart fields and your contacts are ready to use in minutes.