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Answers, in one place.
Search hundreds of guides and answers, or browse by topic below. Whether you're setting up your receptionist, tuning call routing, or connecting your CRM, the fix is usually a few keystrokes away.
Popular: call forwarding, booking sync, transfer rules
Find your answer by category.
Every part of Portico has its own set of guides, written in plain language and kept current as the product evolves. Start with the area you're working in.
Account & billing
Manage your plan, read your invoice, update payment details, add teammates, and understand how minutes and overage are counted.
Setup & onboarding
Point your number at Portico, build your first receptionist, set business hours, and run a test call before you go live.
Voice agents
Shape tone and personality, add pronunciations, script greetings, and teach your agent about services, pricing, and policies.
Call routing
Set escalation rules, warm-transfer urgent calls to the right person, and control what happens after hours and on holidays.
Integrations
Connect your CRM, calendar, and industry software so bookings, leads, and call notes sync automatically after every call.
Troubleshooting
Diagnose forwarding gaps, missed syncs, and audio issues fast — with step-by-step checks for the problems we see most.
The fixes people reach for most.
These are the walkthroughs our support team links to every week. Odds are your question is already answered in one of them.
My calls aren't reaching Portico — how to check forwarding
Verify your carrier forwarding, confirm the right number is active, and run a two-minute test call to confirm Portico is picking up.
4 min readVoiceThe agent mispronounces my business name — fixing it
Add a phonetic spelling in your voice profile so Portico greets every caller with your name said exactly the way you want.
3 min readSchedulingAppointments aren't showing up on my calendar
Reconnect your calendar, re-check the booking scope Portico was granted, and clear the most common causes of missed sync.
5 min readCall RoutingUrgent calls aren't being transferred to my team
Review your escalation rules, confirm the on-call number, and test a warm transfer so emergencies always reach a human.
4 min readIntegrationsNew leads aren't syncing to my CRM
Re-authorize the connection, confirm field mapping, and see why duplicate-matching may be updating an existing record instead.
5 min readBillingUnderstanding your invoice, minutes, and overage
A plain-English breakdown of how minutes are counted, what triggers overage, and how to change plans without losing history.
3 min readSet up a live receptionist in minutes — no credit card required.
Still stuck? Talk to a human.
When a guide doesn't get you all the way there, our team does. Pick the channel that fits how urgent your question is.
Email support
Send us the details and we'll reply within one business day — usually much sooner. Include your business name and a sample call so we can dig in right away.
Email the teamBook a call
Prefer to walk through it live? Grab a time with a product specialist for setup help, routing design, or a deeper look at an integration you're wiring up.
System status
Wondering if it's you or us? Check real-time uptime for calling, transcription, and integrations, and subscribe to alerts so you hear about incidents first.
View status pageEmail support is monitored every business day, Monday through Friday, with most replies going out within a few hours. Enterprise plans include priority response and a dedicated point of contact for time-sensitive issues.
More ways to get answers.
Go deeper with detailed documentation, developer references, and a direct line to our team.
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