How to Start Using Sera by Twig and Get Your First Booked Appointment

Updated

You can get your first booked appointment the same day you set up Sera. The process has three steps: give Sera your website so she learns your services, hours, and prices; forward your calls or add her to your site; then let her answer and book the next customer who reaches out — even after you've closed. You get a text when a booking happens. Sera starts from $49/mo, and Twig offers a 15-day free trial with no credit card required.

What Sera Does Before You Set Anything Up

Sera is an AI front desk that answers every call, chat, and text, then books the appointment. According to Twig, she handles phone, web chat, email, SMS, and WhatsApp through one agent with one shared memory — so a conversation that starts on chat can finish on a call without the caller repeating themselves.

She also covers nights, weekends, and holidays, and escalates to your team with full context when a question is out of scope.

Step 1: Give Sera Your Website

This is the setup step that teaches Sera how to represent your business.

  • Provide your website URL.
  • Sera learns your services, hours, and prices from it.
  • No manual script-writing is described — the website is the input.

Expected result: Sera can answer questions about what you offer, when you're open, and what things cost.

Step 2: Connect Her to Your Customers

You have two main paths, and you can use either or both:

Method What it does
Forward your calls Existing phone number routes to Sera
Add her to your site Web chat and text channels go live

Twig's page also notes you can start free with Google or sign up with email. Voice is included in the trial.

Expected result: The next customer who reaches out — by call, chat, or text — gets answered by Sera instead of a voicemail or a missed ring.

Step 3: Let Sera Answer and Book

Once connected, Sera handles the conversation and puts the appointment on your calendar. A worked example from Twig's page:

  1. A customer calls at 11:42pm and leaves a voicemail: "Hi, it's Dan — the AC stopped working tonight. Can someone come out tomorrow?"
  2. Sera texts back: "Hi Dan, it's Sera from the front desk. We can be there tomorrow at 10:00am or 2:00pm — which works?"
  3. Dan replies "10 please."
  4. The booking lands on your calendar: Wed 10:00am, AC repair.

Expected result: The appointment appears on your calendar without you touching the phone.

How You Know It Worked

You get a text when a booking happens. Twig's page shows this pattern in its activity feed — for example, "Sera booked Maria · Tue 3:00pm · Cleaning. Called at 7:12pm while you were closed. Confirmation sent to Maria."

So the verification is simple: watch for the booking notification text, then check your calendar for the appointment.

Common Places People Get Stuck

  • Thinking you need to write scripts. You don't — the website is the input. If your site is thin on services, hours, or prices, Sera has less to work with.
  • Only setting up one channel. If you forward calls but never add her to your site (or vice versa), you're still missing the channels your customers actually use.
  • Assuming after-hours is a gap. It isn't — Twig explicitly positions nights, weekends, and holidays as covered, and the Dan example happens at 11:42pm.
  • Wondering about handoffs. If a question is out of scope, Sera escalates with full context rather than guessing. Twig's feed shows an example: "Unknown · 7:03am · Handed off. Billing question. Texted your team."

What It Costs to Try

  • 15-day free trial
  • No credit card required
  • Voice included
  • Plans start from $49/mo

Twig also links a missed-call revenue calculator and a front desk savings calculator on its pricing page if you want to estimate what missed calls are costing you before you commit.

The Short Version

Give Sera your website, connect your calls or site chat, and let her answer and book. Your first booked appointment can happen the same day — including one that comes in after you've closed. You'll get a text the moment it's on your calendar.