From sign-up to your first answered call, there are five steps: create an account, choose a plan, set up your assistant, connect a phone number, activate. This article walks you through them in order, linking to the relevant detail article at each stage.
Loomira is an AI phone assistant for small and medium-sized businesses that answers incoming calls, answers questions from your knowledge base, books appointments, and then keeps you informed with a transcript — operated and hosted in the EU.
1. Create an account
Sign-up is open to any business — no invite code required. You confirm your email address with a one-time code; a workspace for your business is then created automatically. The workspace bundles everything that belongs to your account: assistants, phone numbers, knowledge sources, call log, and billing.
2. Choose a plan
To answer calls, you need an active plan (Starter, Pro, or Scale — billed monthly or annually). There's no free trial; instead, a risk-free start is covered by a 14-day money-back guarantee if you don't use the service. How billing works in detail — included minutes, the prepaid balance for overage, cancellation — is covered in Billing & Plans; current prices are on the pricing page.
You can also put off this step: you can set up and configure your assistant without a plan — only activation (step 5) requires one.
3. Set up your assistant
For a new workspace, a short setup wizard walks you through the key details:
- your assistant's name and language,
- optional instructions (for example, specifics of how your business runs), and
- your business hours, so the assistant knows when it counts as "on duty."
That creates a ready-to-use draft. You make all further fine-tuning — persona, greeting and AI disclosure, additional languages, routing, knowledge base, and more — afterward in the full editor (see Configure Your Assistant).
4. Connect a phone number
For calls to actually reach your assistant, it needs a phone number. On the "Phone numbers" page in the portal, you can order a new number yourself (Germany and Austria), import a number you already own, or connect your own phone system via SIP — details under Phone Numbers.
Alternatively, or in addition, your assistant also works without any phone number at all: through the website widget, visitors to your website can talk to it directly in the browser.
5. Activate and test your assistant
Once the required fields are complete, you activate the assistant in the editor — from that moment on, it answers incoming calls. This requires an active plan; without one, the portal takes you to plan selection. Before the first real call, we recommend a test call right from the editor: you talk to your activated assistant in the browser and hear exactly what callers hear — including the greeting and AI disclosure.
What's next
An activated assistant is a starting point, not an endpoint. Recommended next steps:
- Add content to a knowledge base so the assistant can answer questions about what you offer.
- Create additional assistants if needed — for example, one per location or task, each with its own phone number, business hours, and knowledge.
- Check how you receive transcripts and messages after a call — for example, as a full transcript by email.
- Read our notes on privacy — especially on retaining call data and the privacy notice for your callers.
If you have questions along the way, the support page can help.