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Free 14-day trial No commitment, cancel before it ends

CORESIGNAL · HELP CENTER

Your next step, made clear.

Practical guides for your workspace, AI assistants, knowledge, phone numbers and usage.

Open my workspaceContact support

Or email support directly: [email protected]

These guides explain available workflows, not an activation of every feature. Your plan, permissions and connected services determine what you can use. If a step is unavailable, contact us before purchasing or changing access.

01 / PRACTICAL GUIDE

Start with your workspace

  1. Use the invitation sent to your own email address to set your password. Never forward its activation link or login code.
  2. At login, check the business name and your available modules. If the account or access is wrong, stop and contact support before entering client data.
  3. Set up your workspace yourself, guided step by step by Clara, our AI assistant (site chat or WhatsApp), and the voice agent, free of charge and with no appointment. A card is requested at sign-up; the subscription starts automatically at the end of the 14-day trial unless you cancel.
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02 / PRACTICAL GUIDE

Your free 14-day trial, step by step

  1. Choose the plan you want to try and submit the registration form: it is not an instant activation. Your invitation then arrives by email so that you can create your password. A card is requested at sign-up, only on the secure payment screen.
  2. Every plan can be tried for 14 days. A card is requested at sign-up, on a secure payment screen; our assistants never ask for your card number. At the end of the 14 days, the subscription starts automatically unless you cancel beforehand from the billing page of your workspace. You receive a reminder 2 days before the trial ends. The monthly call credit is added after the trial ends; during the trial, you can test your voice agents free of charge with “Tester l’audio” (Test audio).
  3. The monthly call credit (Business AI, Premium Ops, Enterprise) is added after the trial ends. Plans without a call credit receive a welcome credit added once at sign-up: $5, or $10 for Pro Automation. Plans with a call credit have none: their monthly credit is added after the trial ends. During the trial, test your voice agents free of charge with “Tester l’audio” in the agent’s settings (web call, limited test minutes per day).
  4. Day 12: you receive the end-of-trial reminder. Keep your plan, change it from the billing page, or cancel before the 14 days end: the subscription then does not start.
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03 / PRACTICAL GUIDE

Explore workspace tools and optional modules

  1. Check your plan first: WhatsApp, advertising management, premium automations, a WordPress site or local listings are already included in some plans. A visible menu does not prove that a channel is connected: a missing connection may need setup, not another purchase.
  2. An add-on is added or removed from your workspace, with no appointment and without changing plan. Each add-on is a separate monthly subscription; its exact price is shown before you confirm.
  3. Monthly add-ons, excl. tax: AI Employee Growth 69 €, AI Employee Unlimited 143 €, WhatsApp 75 € plus messages by usage, local listings 46 €, SEO 112 €, advertising management 53 €, mobile app with your brand 159 €, additional WordPress site 28 € per site, premium automations 16 €. Phone number: price by country.
  4. Before adding an option, review its price, renewal and any usage fees, shown in your workspace. Do not assume every option has a free trial. Each option may have its own renewal date. Do not repeat a payment while an activation is pending.
  5. A staff member can request a module without being allowed to purchase it. Ask the authorised account administrator to review the order. Do not share administrator credentials or broaden access just to make a module visible.
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04 / PRACTICAL GUIDE

Change your interface language

  1. After sign-in, look for the interface or platform language preference in your profile. Labels and availability can differ by workspace and provider version; if French or English is not offered, ask support to confirm the workspace setting. Do not assume that the website language changes the dashboard language.
  2. An authorised workspace administrator may be able to set a default language. The available setting and its scope must be checked in the intended workspace; some provider labels can remain in English.
  3. Interface language does not set the voice, greeting or knowledge language of your assistant. Check those settings separately before going live.
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05 / PRACTICAL GUIDE

Prepare your AI assistant

  1. An industry profile on the website describes a use case to personalise, not an agent already installed in your account. Confirm the intended role, any approved assistant count, chosen language and authorised model before setup. The public CoreSignal sales assistant is not a client template to copy.
  2. If Voice AI has been confirmed as enabled for your role, open AI Agents → Voice AI. Identify the intended agent before creating another. If the menu is missing, ask us to verify your scope and permissions.
  3. Define one job: reception, appointment requests, lead qualification or support. Prepare approved services, opening hours, service area, FAQ and escalation rules. Leave missing details to complete rather than guessing them.
  4. Choose an available compatible voice, review the greeting and attached knowledge, then inspect the actions and deployment settings. Saving a draft is not proof that calls or bookings work. Test with consent before activation.
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06 / PRACTICAL GUIDE

Give your assistant reliable knowledge

  1. Prepare a short source document covering your services, prices you are willing to communicate, opening hours, area served and questions requiring a human. Use only information you can share with callers.
  2. With the appropriate permissions, review AI Agents → Knowledge Base and the source import status. Explicitly select the intended base in the agent settings; a base existing in the library is not proof of an association.
  3. After an update, check one known question and one question with no answer. The assistant should use approved information or hand off. Never upload another business’s records, passwords or unnecessary personal data.
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07 / PRACTICAL GUIDE

Connect a phone number

  1. The phone number is not included: it is rented each month from your balance, at a price that depends on the country (about €1.50 a month in France and Switzerland, €3 to €4 in the United Kingdom and Australia), shown before you confirm. Purchase in your workspace: “Paramètres” (Settings) → “Système téléphonique” (Phone system) → “Ajouter un numéro” (Add a number), with the documents required in that country. You can also keep your current number and forward your calls to your CoreSignal number.
  2. Complete any identity checks and required regulatory/address bundles. Required bundles must be approved, match the country and number type, and be attached during purchase. Availability and approval are not guaranteed.
  3. Only confirm a purchase after reviewing its costs. Then assign routing and the agent and test with consent. An existing number may need a separate transfer or forwarding process: ask before buying a duplicate.
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08 / PRACTICAL GUIDE

Do you need a second assistant?

  1. Describe the second role and check the confirmed entitlement for your workspace first. When a second assistant is expressly confirmed, it does not automatically mean a second subscription. More minutes and more agents are different needs.
  2. If a limit or required module is not covered, request a comparison of the eligible option and upgrade, including setup and usage. Do not assume that an extra phone number is always necessary; routing must be assessed.
  3. Keep agents for one business in its own workspace, with distinct responsibilities and appropriate knowledge. Do not mix unrelated clients’ data.
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09 / PRACTICAL GUIDE

Understand usage and plan changes

  1. The Business AI, Premium Ops and Enterprise plans include a monthly call credit of about 100, 300 and 1,000 minutes. This credit is a monetary amount, added after the trial ends and not carried over from one month to the next. “About” applies with the template agents and a standard voice: it is never a guaranteed duration, and a premium voice uses the credit faster. Beyond the credit, allow about €0.15 to €0.18 excl. tax per voice-agent minute, inbound call included, with a standard voice; the exact price is shown in your workspace before activation and is paid from your balance.
  2. Call credit is monthly, included in the plans that have one, added after the trial ends and not carried over. Plans without a call credit receive a welcome credit added once at sign-up: $5, or $10 for Pro Automation. Plans with a call credit have none: their monthly credit is added after the trial ends. Your balance is topped up by card from your workspace, with automatic top-up below a threshold if you turn it on; it pays for usage. At zero balance, paid services stop and your CRM stays available.
  3. No. Annual billing means 10 months paid, so 2 months free. The call credit is added every month, on monthly and yearly plans alike; unused credit does not roll over.
  4. Yes, in your voice agent’s settings: voice, language and model. A premium voice or a more powerful model costs more per minute and uses the credit faster. The exact price is shown in your workspace before activation.
  5. You change plan yourself, at any time, from the billing page of your workspace, whether you upgrade or downgrade. The change takes effect at the start of the next billing period, with no proration; until then, your current plan continues. A downgrade can be cancelled before that date.
  6. The subscription has no commitment, monthly or annual. You cancel it from your workspace, on the billing page, at any time. Cancellation takes effect at the end of the period already paid: you keep access until that date. The current period is not refunded. Export your contacts before the end date. For a billing error or a duplicate charge, do not pay a second time and write to [email protected] with the invoice number (CS-…).
  7. A payment or order does not by itself prove that a balance, module or upgrade is active. Check the balance, add-on or plan shown in your workspace; an upgrade applies from the start of the next billing period. If anything is missing, do not pay again: send the invoice number (CS-…) to [email protected].
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10 / PRACTICAL GUIDE

Your plan, currency and usage alerts

  1. Your plan covers its features, with unlimited users and contacts. Paid on top, from your rechargeable balance: calls, agent minutes beyond the credit, SMS, emails, phone numbers and some AI functions. Monthly add-ons are paid only if you add them. Every price is shown in your workspace before you confirm.
  2. The plans displayed on this website are billed in EUR, excluding tax; the applicable tax is added according to your country and status. The USD button shows an estimate, not a USD purchase price. Changing the display currency does not change a subscription. Some technical amounts in your workspace (balance, call credit) may be shown in USD: those amounts alone are not a new invoice.
  3. A usage alert does not necessarily mean a card charge. Check the period, currency, your call credit and your balance history. Several alerts may show a running total for the same period: do not add them together as invoices. If something does not match, write to [email protected] before buying a top-up.
  4. Your invoices are created automatically and available on the billing page of your workspace; their number starts with CS-. Prices exclude tax; the applicable tax is added according to your country and status.
  5. For a suspected duplicate charge, send the invoice numbers, dates, amounts and currencies to [email protected]. Mask card and bank details. An alert total, a wallet top-up and a subscription payment are different records.
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11 / PRACTICAL GUIDE

Check appointments and callbacks

  1. Confirm which calendar is connected, its timezone, availability and the assistant’s permission to book. A proposed time is not a confirmed appointment until it appears in the correct calendar.
  2. For a callback request, provide the country code and phone number, preferred time and timezone. Agree to the callback and check the confirmation. Do not confuse the website voice demo with a scheduled phone call.
  3. If the request is only awaiting review, no call time is guaranteed. Report missing bookings or repeated callbacks with the approximate time and relevant screen, without exposing client data.
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12 / PRACTICAL GUIDE

Resolve a blocked step

  1. The public voice demonstration is currently guided and does not request microphone access. Use the written contact form to request a suitable demonstration; do not change browser permissions for this website.
  2. A module is missing? Check the selected workspace and your role before changing configuration. A phone agent not answering requires checking assignment, hours, routing and balance; do not repeatedly buy numbers or raise limits.
  3. Note the exact error, page, approximate time and steps to reproduce it. Remove private data from screenshots. Support can then investigate the right step without asking for your password.
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13 / PRACTICAL GUIDE

Ask for help safely

  1. CoreSignal support answers in writing: the site chat with Clara, the contact form or [email protected], with an email reply within 24 business hours. Our AI assistants answer 24/7. No human operator answers the phone; with your consent, Clara, our AI sales assistant, can call you back. Never share a password, a code received by SMS or a card number.
  2. Never send passwords, one-time codes, full payment-card details or identity documents in a public request or ordinary support message. Use an approved secure process if documents are required.
  3. Public pages can explain offers and collect a reviewed request; no public AI chat can access a private account. Private account investigations require identity and access checks. For immediate physical danger, contact local emergency services rather than this business service.
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TROUBLESHOOTING

Common problems

Symptom, solution in a few steps, then a written request if needed.

I cannot sign in or I forgot my password
  1. Go to app.coresignalagency.com with the email address of your invitation.
  2. Use the forgotten-password link and follow the link you receive. Type the verification code yourself; never give it to anyone.
  3. Try a private window or another browser.

Write to us at once if you suspect access by a third party. Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

I have not received my invitation email
  1. Search for “CoreSignal” in every folder, including spam.
  2. Invited user: ask your account administrator to check your address and resend the invitation.

Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

My emails are not received or land in spam
  1. In your email settings, check that SPF, DKIM and DMARC are validated, with a single SPF record.
  2. Check your balance: emails are paid by usage.
  3. Write only to contacts who consented; plain text, few links, a visible unsubscribe link.

Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

My SMS are not delivered
  1. Check your balance and automatic top-up.
  2. Write the number in international format (+33…, +41…).
  3. A contact who replied “STOP” is unsubscribed: do not message them again. Read the error in Conversations.

Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

I do not receive calls on my CoreSignal number
  1. “Paramètres” (Settings) → “Système téléphonique” (Phone system): the number must be active.
  2. In the agent’s “Déployer” (Deploy) tab → “Numéros” (Numbers), the number must be listed.
  3. Test your call forwarding (France: *21*number# for all calls, **61*number# when unanswered), check your balance and read Agent Logs.

Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

My voice agent does not answer or stays silent
  1. “Déployer” (Deploy) tab: choose “Répondre aux appels directement” (Answer calls directly) and check the working hours.
  2. “Créer” (Build) tab: fill in the inbound welcome message and save.
  3. For a web test, allow the browser microphone. Check your balance.

Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

My agent gives wrong answers or invents information
  1. Complete its knowledge base: hours, prices, services, area, FAQ.
  2. Run the “Test de récupération” (Retrieval test) with the question that was asked.
  3. In its instructions, ask it to answer only from the knowledge base, then test again.

Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

My agent does not book the appointment
  1. “Créer” (Build) tab → Actions: add or fix the appointment-booking action.
  2. In the chosen calendar, check open days and hours and the time zone.
  3. Read Agent Logs to find where the action failed.

Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

My balance is at zero and services have stopped
  1. Top up your balance by card from your workspace; your CRM stays available meanwhile.
  2. Turn on automatic top-up below a threshold.
  3. Test again: services restart with a positive balance.

If a paid top-up does not appear, do not pay twice. Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

My cost per minute is higher than expected
  1. Go back to a standard voice and the template agent’s model; a premium voice costs more.
  2. Remove unnecessary actions and call from a number in your contact’s country.
  3. Follow your usage in your workspace: beyond the credit, about €0.15 to €0.18 excl. tax per minute with a standard voice.

Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

My payment was declined
  1. On the billing page, update your card yourself on the secure payment screen.
  2. Approve your bank’s authentication request.
  3. A new attempt follows the failure; without payment, services are suspended until settlement.

Never send your card number. For a duplicate charge, give the invoice number (CS-…). Still stuck? Write to [email protected] or use the site chat with Clara: written reply within 24 business hours.

FAQ

Frequently asked questions

Is there a free trial?

Yes, a free 14-day trial on every plan. A card is requested at sign-up.

What happens at the end of the trial?

The subscription starts automatically, unless you cancel before the 14 days are up. A reminder is sent 2 days before the end.

Can I test the voice agent free of charge?

Yes, with “Tester l’audio” in the agent’s settings: a free web call, with limited test minutes per day. The monthly call credit is added after the trial.

Is there a commitment?

No. Monthly or annual, cancellable from your workspace. Annual billing means 10 months paid: 2 months free.

How do I change plan?

You change plan yourself, at any time, from the billing page of your workspace, whether you upgrade or downgrade. The change takes effect at the start of the next billing period, with no proration; until then, your current plan continues. A downgrade can be cancelled before that date.

How do I cancel? Am I refunded?

The subscription has no commitment, monthly or annual. You cancel it from your workspace, on the billing page, at any time. Cancellation takes effect at the end of the period already paid: you keep access until that date. The current period is not refunded. Export your contacts before the end date. For a billing error or a duplicate charge, do not pay a second time and write to [email protected] with the invoice number (CS-…).

Do prices exclude tax?

Yes. All prices exclude tax; the applicable tax is added according to your country and status. Plans are billed in euros.

How many users and contacts?

Unlimited, in every plan.

How many call minutes are included?

The Business AI, Premium Ops and Enterprise plans include a monthly call credit of about 100, 300 and 1,000 minutes. This credit is a monetary amount, added after the trial ends and not carried over from one month to the next. “About” applies with the template agents and a standard voice: it is never a guaranteed duration, and a premium voice uses the credit faster. Beyond the credit, allow about €0.15 to €0.18 excl. tax per voice-agent minute, inbound call included, with a standard voice; the exact price is shown in your workspace before activation and is paid from your balance.

Is unused credit carried over?

No, the call credit is not carried over from one month to the next.

Is the phone number included?

No. It is rented each month from your balance: about €1.50 a month in France and Switzerland, €3 to €4 in the United Kingdom and Australia, shown before you confirm.

Can I keep my current number?

Yes: by forwarding your calls to your CoreSignal number, the simplest option, or by porting your number on written request (4 to 6 weeks depending on the country).

What happens if my balance reaches zero?

Paid services stop (calls, minutes beyond the credit, SMS, emails); your CRM stays available. Automatic top-up below a threshold avoids the stop.

Who owns my data?

You do. You can export your contacts at any time from your workspace.

Will you ask for my password or card number?

Never: no password, no code received by SMS, no card number, no medical data.

How fast does support reply?

Within 24 business hours, by email, for any written request: the site chat with Clara, the contact form or [email protected].

Can I speak to someone on the phone?

No human operator answers the phone: our lines are run by AI assistants 24/7. With your consent, Clara, our AI sales assistant, can call you back. For everything else, write to us.

Can an assistant see my account or invoices?

No. For an account or invoice question, send a written request: reply within 24 business hours.