Willa

Help Center

Get your agency set up with Willa.

Short, step-by-step guides for every part of the platform.

Start here

New agencies: work through these in order and Willa will be answering calls and booking consultations.

  1. 1.Your first day with Willa: the setup checklist
  2. 2.Setting your service area and radius
  3. 3.Getting your Willa phone number and accepting the BAA
  4. 4.Forwarding your office line to Willa
  5. 5.Connecting Google Calendar for consultations
  6. 6.Adding the lead form to your website

Getting started

Your first day, your free trial and your agency profile.

Willa voice receptionist

Phone number, call forwarding, knowledge, voice and testing.

Leads and follow-up

Lead forms, chat, Meta lead ads, sequences and texting.

Booking and calendar

Google Calendar and consultation appointments.

CRM

Pipeline, client records, imports and referral partners.

Marketing

Google Ads, Meta Ads and the AI CMO.

Hiring

Job postings, candidate review and screening calls. Professional plan.

Team, locations and account

Coworkers, locations, integrations, billing and security.

Still stuck? Email kyle@heywilla.ai and we will help you finish setup.