Everything you need to get
the most from Portico.
Searchable guides, step-by-step tutorials, and straight answers — from your very first call to a full rollout across every location and team.
Popular: porting a number, after-hours routing, calendar sync, weekly reports
Find your answer by topic.
Eight focused categories cover the whole journey — setup, configuration, integrations, reporting, and everything in between. Start where you are and follow the trail from there.
Getting started
Create your account, connect a number, and take your first live call in under fifteen minutes.
Voice agents
Configure greetings, scripts, tone, and languages so every caller hears your brand, not a robot.
Call routing
Build rules that resolve simple calls and warm-transfer the rest to the right person with context.
Integrations
Sync callers, bookings, and notes to your CRM, calendar, and scheduling tools automatically.
Analytics & reporting
Track answered calls, booked appointments, and recovered revenue in one clear dashboard.
Billing & account
Manage plans, seats, invoices, and payment methods without ever opening a support ticket.
Security
Understand encryption, data retention, access controls, and the safeguards behind every call.
Troubleshooting
Fix call quality, routing, and integration hiccups with step-by-step diagnostic checklists.
The guides teams open first.
These are the articles new customers read on day one and seasoned admins return to when they roll out a new location or team. Short, practical, and written by the people who built the product.
Port your existing phone number to Portico
A step-by-step walkthrough of the port-in request, timelines, and how calls keep flowing while the transfer completes.
5 min readVoice agentsWrite a greeting that books more appointments
The exact structure high-converting greetings follow, plus the phrases to avoid if you want callers to stay on the line.
6 min readCall routingSet up after-hours and emergency escalation
Configure quiet-hours behavior, priority-flag urgent calls, and decide exactly which situations wake a human up.
7 min readIntegrationsConnect Portico to Google Calendar and your CRM
Authorize the connection once, map your fields, and watch bookings and caller notes sync automatically after every call.
4 min readAnalyticsRead your weekly call summary the right way
What each metric means, which numbers actually predict revenue, and how to spot a routing rule that needs tuning.
5 min readBilling & accountChange plans, add seats, and understand usage
Upgrade or downgrade in a click, invite teammates, and learn how minutes, overages, and invoices are calculated.
3 min readCan’t find what you need? Try the search above or ask our team in the Help Center.
Deep dives worth bookmarking.
When you want more than a quick answer, these long-form guides take you from a blank setup to a polished, revenue-driving voice agent — with checklists, examples, and the reasoning behind each recommendation.
The 15-minute launch checklist
Everything you need to go live today: connect a number, set your hours, load your services, and confirm your first test call is answered exactly the way you want.
15 min setupDesigning routing rules customers love
A practical guide to intent capture, warm transfers, and escalation paths — so callers reach the right person fast and never feel bounced around a phone tree.
12 min readMeasuring the ROI of your voice agent
Turn raw call data into a number your team believes: recovered bookings, answered-call rate, and the after-hours revenue you used to lose to voicemail.
10 min readThe fastest way to learn Portico is to use it.
Reading only gets you so far. Spin up a free account, connect a number, and place a test call while you follow along with any getting-started guide. Nothing here is theoretical — every step maps to a screen you can open right now.
No credit card required to start. Keep the Knowledge Base open in a second tab and you’ll be live before your coffee gets cold.
Knowledge Base FAQs.
A few things people ask about the docs themselves — how they stay current, how to find what you need, and where to go when an article isn’t enough.
Sign in and open Settings, then Developer. Your account ID sits at the top and API keys can be generated, named, and revoked from the same page. Full details live in the Integrations category.
Where to go next.
Learn it in minutes. Run it for years.
Start free today and keep the Knowledge Base close — every answer is a click away.