Setup for freelancers and solo entrepreneurs
Get your Allo account ready in 5 minutes. No team setup needed.Setup steps
1
Choose your plan
Starter - $25/month
- Mobile app
- Business number
- Call recordings and AI summaries
- CRM integrations
- SMS receive only
- Everything in Starter
- Desktop app (Mac & Windows)
- AI Receptionist
- SMS send and receive
- 7-day free trial
2
Create your account
Sign up with email address (recommended), phone number, Google, or Apple account.Mobile app:
Download “Allo” from App Store or Play Store, then tap “Log in”Desktop:
Go to web.withallo.com
Download “Allo” from App Store or Play Store, then tap “Log in”Desktop:
Go to web.withallo.com
Desktop access requires Business plan.
3
Choose your business number
Select a number from available options in your region. This becomes your professional business line.Available:
- US numbers
- Canada numbers
- France numbers (landline)
- UK numbers
- And 50+ other countries on demand
4
Grant permissions
Required:
- Microphone access (to make calls)
- Notifications (call alerts and summaries)
- Contacts sync (can be enabled later)
5
Make your first call
Open the dial pad, enter a number, and call. Your Allo number displays to recipients.During the call:
- Everything is recorded automatically
- Transcript generated in real-time
- AI prepares summary after you hang up
After your first call
Every call is automatically:
Recorded
Full audio saved for playback anytime
Transcribed
Converted to searchable text
Summarized
AI extracts key points and action items
Synced
Sent to your CRM if connected
Next steps
Essential setup
Connect your personal number
Connect your personal number
Forward your existing phone number to Allo to get AI features on all incoming calls.Benefits:
- Record calls to your personal number
- AI summaries for all calls
- Automatic CRM logging
Set up CRM integration
Set up CRM integration
Connect HubSpot, Salesforce, Attio, or other CRMs for automatic call logging.What syncs:
- Call recordings
- AI summaries
- Transcripts
- Contact information
- HubSpot - Click-to-call and two-way sync
- Salesforce - Call tracking
- Attio - Automatic notes
- folk - Recording sync
Configure business hours
Configure business hours
Set when you’re available so calls go to voicemail outside hours.Setup:
- Settings > Business hours
- Activate business hours
- Set schedule for each day
- Choose what happens outside hours
- Voicemail
- AI Receptionist (Business plan)
- Forward to another number
Customize voicemail
Customize voicemail
Change your voicemail greeting to match your business.Setup:
- Settings > Voicemail
- Write your custom message
- Choose voice type
- Save and test
Advanced features (optional)
Set up AI Receptionist
Intelligent call handling (Business plan only)
Create IVR menu
Press 1 for sales, 2 for support
Enable Gatekeeper
Screen calls before answering
Buy additional numbers
Get numbers from 50+ countries
Tips for solo users
Maximize your productivity
Use email summaries:Get call summaries sent to your email automatically. Enable in Settings > Profile > Work email. Connect Google Sheets:
Auto-log all calls to a spreadsheet for easy tracking and reporting. Google Sheets integration Set up call forwarding:
Forward calls when you’re busy to voicemail or another number. Call routing options
Upgrade to team later
Started solo but need to add team members? Easy upgrade:- Upgrade to the business plan (contact us)
- Go to Settings > Manage my team
- Invite members by email
- Each costs same as your plan
- They get full access and their own number
Troubleshooting
Can't make or receive calls
Can't make or receive calls
Check:
- Internet connection is active
- Microphone permission granted
- App is updated to latest version
- Restart the app
- Switch between WiFi and cellular data
- Check subscription is active
Call quality is poor
Call quality is poor
Improve quality:
- Use headphones instead of speakerphone
- Move closer to WiFi router
- Close other apps using internet
- Ensure minimum 1 Mbps connection speed
Recordings not appearing
Recordings not appearing
Remember:
- Only calls through Allo app are recorded
- Calls via “Call with iPhone” are not recorded
- Processing takes 1-2 minutes
- Call appears in Inbox
- Recording hasn’t been deleted
- Subscription includes recordings
Personal number forwarding not working
Personal number forwarding not working
Common issues:
- Carrier doesn’t support call forwarding
- Authorization not granted
- Wrong format when setting up
- Try manual setup method
- Contact your carrier to enable forwarding
- Temporarily disable Gatekeeper during setup
