Section 02
Getting Started
Create your account, connect LinkedIn and complete the onboarding checklist.
Creating your account
- Go to the WiseRep sign-up page.
- Enter your name, email address, and a password — or sign up with Google using the “Continue with Google” button.
- Check your email for a verification code (OTP) and enter it to confirm your address.
- Your account is created and your free trial is activated automatically.
Note:The trial includes a set number of free calling minutes so you can test the platform before choosing a paid plan.
Enriching your profile with LinkedIn (optional)
After signing up, you can connect your LinkedIn account to auto-fill your profile details (name, company, job title). This is optional and can be skipped or done later from Account Settings.
The onboarding checklist
When you first log in, you’ll see a Getting Started checklist. Completing these five steps will have you making AI-powered calls in minutes:
| Step | What to do |
|---|---|
| 1 | Create your first Prompt (the script your agent will follow) |
| 2 | Create your first Agent (assign a prompt and choose a voice) |
| 3 | Make your first call to test your agent |
| 4 | Choose a subscription plan |
Each step is explained in detail in the sections below.
Quick Start Guide
Get your first AI call up and running in under 10 minutes.
- Create a Prompt. Go to Prompts > New Prompt. Give it a title, your company name, and write a system prompt describing the call’s purpose. Add a first message — the exact words the agent says when the call connects. Save.
- Create an Agent. Go to Agents > New Agent. Name your agent, select the prompt you just created, and choose a voice. Preview voices before selecting. Save.
- Make a Test Call. Go to Calls > New Call. Enter your own phone number (or a colleague’s), select your new agent, and click Call Now. Listen to how your agent sounds and handles the conversation.
- Refine and Scale. Adjust the prompt based on what you hear. When you’re satisfied, create a Campaign and upload your lead list to start calling at scale.
Forgotten password
If you ever lose access to your account:
- On the login page, click Forgot Password.
- Enter your email address.
- Check your inbox for a reset link and follow the instructions.