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.

Connect your Twilio number or use Retell AI, then configure your business hours and appointment types in the Voice settings. The setup wizard walks you through each step in minutes.

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

Yes. You get 14 days free with full access to all features. No credit card required to start.

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.

Yes. Upgrades take effect immediately. Downgrades take effect at the start of your next billing cycle so you never lose access mid-period.

Voice calls are billed at $0.10 per minute on top of your base plan. This covers both the AI processing and telephony costs. You only pay for calls that are actually handled.

No contracts, no commitments. HelmSmart is month-to-month and you can cancel anytime from your account settings.

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.

Twilio numbers work out of the box — you can bring an existing number or provision a new one. Retell AI powers the voice AI layer for natural, low-latency conversations.

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