Step 1 — Create your account
Go to avidra.net/sign-up and create your account. Avidra offers a free tier with 5 leads per month — no credit card required. After signing in, you will see the plan selection screen. Choose a plan based on your call volume:| Plan | Leads/mo | Best for |
|---|---|---|
| Free | 5 | Testing Avidra on a real business number |
| Starter | 20 | Small local businesses with light call volume |
| Pro | 100 | Active service teams that want AI SMS and booking |
| Growth | 250 | Multi-location or high-volume operations |
Step 2 — Set up your workspace
Once your plan is active, Avidra creates your workspace and provisions a Twilio-backed phone number. This number handles everything:- Missed-call text-back
- AI SMS conversations
- Manual follow-up messages
- Message delivery tracking and status
If the Avidra number does not appear, the Twilio provisioning step may still be processing. Wait a moment and refresh — if it still does not show, contact team@avidra.net.
Step 3 — Choose your routing mode
This is the most important decision in setup. Avidra supports two ways to receive calls:- Forwarding mode (recommended)
- Avidra number mode
Your existing business line forwards missed calls into Avidra. You keep your current number — customers call the same number they always have.How it works:
- Customer calls your business number
- Your phone rings normally
- If you miss the call, it forwards to Avidra
- Avidra texts back the caller instantly
Step 4 — Configure call forwarding
If you chose Forwarding mode, you need to set up call forwarding on your phone carrier. This tells your carrier to send unanswered calls to your Avidra number.How to enable forwarding
The steps vary by carrier, but the general process is:Open your carrier settings
Log into your phone carrier account or access forwarding settings on your phone device.
Set conditional forwarding
Enable “Forward when unanswered” or “Forward when busy” and enter your Avidra number as the destination.Common carrier instructions:
- AT&T: Dial
*61*[Avidra number]#from your phone - Verizon: Go to My Verizon → Device Settings → Call Forwarding
- T-Mobile: Dial
**61*[Avidra number]#from your phone - VoIP/Twilio: Configure the “No Answer” action in your call flow
The exact steps depend on your carrier. Contact your phone provider if you are unsure how to set up conditional forwarding.
Step 5 — Verify your setup
Run a live test to confirm everything is working end to end:Call your business number
Use a different phone (not your business phone) and call your business number.
Post-setup checklist
After completing the steps above, verify:- Dashboard no longer shows onboarding prompts or setup banners
- Workspace has an active Avidra/Twilio number in settings
- Forwarding status shows as verified (if using forwarding mode)
- A test missed call created a lead in the dashboard
- The caller received a text-back within seconds
- The business number and routing mode in settings match your real phone setup
What to configure next
Now that recovery is live, refine how Avidra handles conversations and leads:Workspace Profile
Set your business name, callback number, and fallback SMS copy so customers see the right identity.
AI Behavior
Enable AI, customize the persona, and set the language for automated conversations.
Business Hours
Define open hours and configure after-hours messaging so callers get the right expectations.
Notifications
Set up email and SMS alerts so your team knows the moment a high-value lead is recovered.
If something is not working
If onboarding looks complete but missed calls are not creating leads or text-backs are not firing:Dashboard still shows setup prompts
Dashboard still shows setup prompts
Revisit Phone Setup — there is likely an unfinished verification step.
No text-back after test call
No text-back after test call
Make sure the call reached a final missed state (rang fully, was not picked up). Check forwarding is active at your carrier. Verify Recovery Channels has text-back enabled.
Lead appears but no SMS was sent
Lead appears but no SMS was sent
Check Billing and Plan — billing must be active. Also check daily SMS cap in Usage and Limits.
Avidra number is missing
Avidra number is missing
The Twilio provisioning may have failed. Contact team@avidra.net with your workspace name.
Forwarding shows as unverified
Forwarding shows as unverified
Double-check your carrier settings. The most common cause is using “Forward always” instead of “Forward when unanswered.” Also confirm you entered the Avidra number correctly.