Help.
Everything you need to set up, configure, and operate Office Voice: your AI teammate for the get-paid cycle. Designed to be readable in a single sitting, but bookmark-friendly if you're coming back for a specific answer.
Getting started
Connect Xero, pick a voice and persona, set your calling hours, and place your first test call. Your teammate is chasing quotes and invoices within minutes.
Configuring the AI
Persona and tone-per-stage (a quote is a nudge, an invoice is a chase), tenant vocabulary, and the knowledge base the AI draws on off live Xero data.
Approval mode & graduation
What the SMS approval messages look like, when the Graduate prompt appears, and the two equivalent ways to graduate or step back: dashboard toggle or SMS keywords (GRADUATE / APPROVAL / MODE).
Workflows
One short page per workflow across the get-paid cycle: quote follow-up, invoice chase with pay-link, promise-to-pay follow-up, reconciliation, holds, and escalation to a human.
Compliance & privacy
What gets recorded, how to handle a deletion request, DNCR handling, instant opt-out, pay-link-only payments, and the kill-switch SMS commands.
Running it across a client book?
Accounting and bookkeeping practices run Office Voice across every client's overdue ledger from one console. See the practice portfolio for how the portfolio, per-client who-pays billing, and wholesale pricing work.
Can't find it here?
For account-specific issues, billing, deletion requests, or anything that needs a human, head to Support. For the long-form first-time setup walkthrough, the Onboarding guide is the source.
Last updated: 2026-07.