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Wave Runner goes from blank account to live AI phone call in under 15 minutes.
1

Create your account

Go to the Wave Runner sign-up page and create a free account using your email address or your Google account.After you submit the sign-up form, the onboarding wizard launches automatically. It will ask you for a few things:
  • Your name — used to personalize the dashboard experience.
  • Your use case — choose the scenario that best describes what you are building: appointment setting, outbound sales, customer service, or lead follow-up. This configures default templates and theming for your workspace.
  • Your business profile — name and description of your organization.
  • Your plan — pick the plan that fits your needs. A free tier is available to explore the platform before upgrading.
If you received a workspace invitation from a team or agency, click the link in the invitation email instead of signing up directly. You will be added to their workspace automatically after you complete account setup.
2

Complete the onboarding wizard

The wizard walks you through nine steps: Welcome, Name, Use Case, Business Profile, Preferences, Phone Verification, Pricing Plan, Payment, and Complete.You can move forward and back through steps at any time. A progress indicator at the top of the screen shows where you are.Once you reach the Complete screen, your account is ready and you land on the main dashboard.
Your onboarding choices are not permanent. You can update your business profile, use-case theme, and UI preferences any time under Settings → Account.
3

Create or switch to a workspace

Every resource in Wave Runner belongs to a workspace. A default workspace is created for you automatically during onboarding.To create an additional workspace, go to Settings → Workspace → Workspaces and click New Workspace. Give it a name and an optional description. Your plan determines how many workspaces you can create.To switch workspaces, click the workspace selector at the top of the navbar and choose the workspace you want to work in.
If you manage multiple clients, create a separate workspace for each one. This keeps their contacts, assistants, campaigns, and call history fully isolated.
4

Connect a Twilio phone number

Your AI assistant needs a phone number to make and receive calls. Wave Runner uses Twilio as the telephony carrier, so connect your Twilio account first.Go to Settings → Integrations and find the Twilio card. Click Connect Twilio. Enter your Twilio Account SID and Auth Token from the Twilio Console, add a label for this credential set, then click Import from Twilio. Your phone numbers are imported automatically.After connecting, your Twilio numbers appear in the phone number selector when you configure an assistant.
Wave Runner creates a SIP trunk in your Twilio account during connection. Do not delete or modify this trunk manually. It is required for call routing.
5

Create your first assistant

Navigate to Assistants in the navbar and click Create Assistant (or the + button).The assistant editor has six tabs:
Set the assistant’s name, system prompt, and language model. The system prompt defines the assistant’s persona, goals, and instructions. Treat it like a job description for your AI agent.Write clearly: tell the assistant who it is, what it should accomplish on each call, how to handle objections, and when to book appointments or escalate.
Fill in at minimum the Model tab (name and system prompt) and assign a phone number on the Phone Number tab. You can return to refine other settings later.Click Save to create the assistant.
6

Make your first call

With an assistant created and a phone number assigned, you are ready to test.Test call from the dashboard: Open the assistant you just created, click the phone icon or Test Call button, and enter the phone number you want to call. The assistant initiates an outbound call immediately.Inbound test: Call the Twilio phone number you assigned to the assistant from your mobile phone. The assistant picks up and responds in real time.After the call ends, go to Conversations or back to the assistant’s call history to see the full transcript, summary, outcome, and any structured data the assistant extracted.
Keep your first system prompt simple: “You are a friendly assistant for [Company Name]. Introduce yourself and ask how you can help.” Iterate from there once you confirm the call flow is working end-to-end.

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What to do next

Account Setup

Invite team members, configure roles, and set up your workspace for your team.

Build a Campaign

Run outbound calls against a contact list with automated retry logic.

Create a Workflow

Automate what happens after every call: SMS, CRM updates, bookings, and more.

Upload a Knowledge Base

Give your assistant documents to answer questions from during calls.