Getting Started with CallMerlin

In 5 steps you'll have your first AI phone agent running.

Setup wizard

After your first login, the setup wizard opens: a step-by-step guide through the basics of CallMerlin.

Steps: company details, connection groups, connect a tool, activate a template, PIN groups, create a PIN user, and pick a channel to test.

Reopen the wizard via Open setup help on the dashboard overview or the Getting started with CallMerlin checklist.

Need help with your first workflow? Book a Live Workflow session (NL-EN-DE): 15 minutes on Google Meet via the card in the Help Center or next to the setup wizard. We build your first task live together. See Live Workflow session.

Step 1: Create an account

Go to callmerlin.app/signup and create an account. You get a free 7-day trial.

Step 2: Connection groups and add a connection

First create connection groups (for example CEO or Marketing). That is the vault: which connections Merlin may use later in a conversation.

Then go to Connections and connect the systems you use. Choose, for example, Exact Online or Moneybird for accounting, HubSpot, Salesforce or Pipedrive for CRM, Google Workspace or Microsoft 365 for calendar and email, or Slack, Shopify and AFAS. Search for your connection if it is not in the featured list, then connect it. CallMerlin uses the connected data to answer questions and perform actions.

Put connections in a connection group, or mark company-wide tools as Shared. See Connections.

Step 3: Set up a template

Go to Templates in the dashboard. CallMerlin automatically shows the templates that match your active connections. Choose the template you want and click Activate template.

Step 4: PIN groups and create a PIN user

First create PIN groups (for example Sales or Support) for tasks and cases. Optionally choose a default connection group per PIN group.

Then go to PIN Users and create a PIN. Select which tools this PIN may use. Assign a connection group, or leave empty for shared connections only. A PIN belongs to at most one PIN group. Active templates apply to your whole account, so they are available to every PIN user.

Step 5: Test it

In the dashboard, click Test Merlin now (after the setup wizard, or go to Webcall widget → Start test conversation). Enter the PIN from a PIN user you created. Minutes count toward your plan. Set voice, language and greeting under Settings.

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Done! You now have a working AI agent. Next steps: connect a phone number, download our apps, set up Slack/Teams, or embed the widget on your website.