Welcome to TriLuna Support
Get help with your TriLuna account, learn how to use our features, and find answers to common questions.
Browse by topic
📞 Getting Started
- Setting up your account
- Choosing a phone number
- Configuring your AI assistant or facilitator
- First call walkthrough
🤖 AI Agent Setup (1:1)
- Customizing agent personality
- Setting up call routing
- Training your assistant
- Managing multiple agents
- How to set agent behavior
- Agent voice selection
- Agent LLM (model) selection
🎤 Facilitation Setup
- Configuring turn-taking
- Setting up groups and member roles
- Choosing a facilitation mode
- Per-meeting customization
📱 VoIP & SMS
- Making calls through TriLuna
- SMS setup and configuration
- International calling
- Call quality troubleshooting
🔧 Integrations & Tools
- Calendar integration and calendar API
- Clover POS integration
- Email tool setup
- Realtor listings webhook
- Webhook tools (admin)
- Full integration guide library →
⚙️ Advanced Features
- API integration (API docs)
- Webhook configuration
- Custom integrations
- Enterprise features
Frequently asked questions
How do I port my existing phone number to TriLuna? You can port your existing number by contacting our support team. The process typically takes 3–5 business days and we’ll guide you through each step.
Can I use SMS features if I’m in the US? SMS functionality for US customers requires special configuration due to carrier (A2P 10DLC) regulations. Please contact our support team to set up SMS features for your US number.
How accurate is the AI transcription? Our AI transcription achieves 95%+ accuracy for clear audio. Accuracy may vary based on audio quality, background noise, and speaker accents.
What integrations are available? TriLuna integrates with popular CRM systems (via webhooks), calendar applications (Google Calendar), POS systems (Clover, more on request), email, and SMS. We also provide APIs for custom integrations. See the integration guide library for details.
How do I upgrade or downgrade my plan? You can change your plan anytime from your account settings. Changes take effect immediately and billing is prorated.
Can I use one TriLuna account for both 1:1 agents and facilitation? Yes — they’re built on the same platform. Many customers start with a single 1:1 agent and add facilitation as their needs grow.
Need more help?
- Quick links: API docs, email support, phone support, account settings (sidebar)
- Live chat: Use the chat widget at the bottom-right of every page to talk to our AI support agent.
- Contact form: /contact
All help articles
- Sharing an Agent and Requesting Access
- Choosing Your Agent's AI Model
- Behavioral Overrides
- Choosing Your Agent's Voice
- Billing, Credits and Your Plan
- Book Now — Let People Book Time With You
- Buying the AI Meeting Facilitator
- Buying the AI Receptionist
- See Your TriLuna Calendar in Apple Calendar, Outlook or Google
- Calendar API Integration Guide
- Calendar & Availability User Guide
- Follow-up Tasks from a Call
- Call Forwarding Setup Guide
- Call Notifications and the Morning Briefing
- Blocking Callers and Marking Spam
- Campaign Calling Hours and Test Calls
- Do Not Call Again
- Campaign Follow-up Tasks
- Retrying a Campaign Contact
- Campaign Texts — Primer and Follow-ups
- Campaign Talking Points and Agent Overrides
- TriLuna Community Username
- Clover POS Integration Guide
- Create a Contact List from a Google Sheet
- Managing a Contact List
- Comments and @-Mentions on Conversations
- Creating Your First Agent
- Searching Your Dashboard
- Deactivating (Pausing) a Group
- Email Tool Setup Guide
- Google Calendar Sync
- Google Docs
- How to Set Agent Behavior
- Meeting Reminders
- Engagements — Requirements Gathering & Proposals
- Meeting Types — Phone vs. Video
- TriLuna Mobile App
- MP3 Library — Record and Transcribe Audio
- My Agents and Your Agent's Settings
- My Meetings — Schedule, Run & Manage
- Outbound Campaign Types (AI, Human, Human-in-the-Loop, AI In-the-Loop)
- Personal Assistant Agents — Memory and Context
- Phone Number Harvester and Key Talking Points
- Phone Numbers
- Realtor Listings Webhook Tool Guide
- Send to Clipboard
- Reconnecting Someone Who Dropped Off a Phone Meeting
- Talk to Your Agent with Siri (iPhone)
- Sharing a Campaign
- Reactions in Text Conversations
- SMS Sending Mode (Draft Review)
- Using TriLuna Numbers for SMS Verification (Netflix, Google, Banks, 2FA)
- Tasks and Stale Tasks
- Transcribe a Recording
- Turning On Your Camera and Microphone for a Video Meeting
- Re-transcribe a Call with Whisper (Fallback Transcription)