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The First & Most Important Steps to Take

How to access your phone line, make a test call, and submit feedback—all in one quick guide.

Overview

Welcome aboard! We’re thrilled you’re giving Toma a try. In this short guide, we’ll cover the three essentials you need in order to avoid a bumpy customer experience. 

  1. Where to find your Toma phone line

  2. How to make a test phone call

  3. How to share feedback so Toma keeps getting better

That’s it. Easy enough, right? Let’s dive in.


A. Accessing Toma

When you signed up, we assigned a unique phone number to Toma and sent you a login email. Here’s how to sign in:

 

  • Check Your Inbox: Look for an email from us with the subject line “You've been added to a Team on Toma” Click the join button. 

  • Enter a new password: Create a new password and click sign-in! 

  • Leave the dashboard: The first thing you'll see is the dashboard. Click "Phone Lines" and select the only phoneline available.

Pro Tip: Bookmark your Toma dashboard so you can pop in anytime to see call activity, listen to recordings, or submit feedback. Think of it like Toma’s home base—and yours, too.


B. Making Your First Test Call

Listen to What's Possible With Toma 

Now for the fun part: hearing Toma in action. All you need is a phone and your Toma number.

  1. Dial Toma’s Number: Pretend you’re a customer calling your dealership. Ask about service pricing, scheduling, or anything a real customer might ask.

  2. Listen Closely: Pay attention to Toma’s greeting—does it say your dealership’s name correctly? Does it provide the info you’d expect? Your agent is young so it will make lots of mistakes. 

  3. Try a Few Scenarios: You might test a simple oil-change booking, ask about shuttle service, or see if Toma knows your business hours.

Don’t sweat it if you feel silly acting like a customer—this step is super valuable for spotting any quirks or changes you might want.


C. Submitting Feedback (The Most Important Part)

Toma is smart, but it’s still an AI. Your input helps it learn faster and respond more accurately. If you notice something off—or just have a bright idea—here’s what to do:

  1. Click on the flag: You’ll find a “Flag” icon to the right of the phone call you just made. 

  2. Select the type of feedback: Whether Toma pronounced something wrong, gave an inaccurate wait time, or simply nailed a response you loved, we want to hear it. (If you just started, then we probably don't have your scheduler linked up yet. Please don't report booking errors until you're scheduler is live) 

  3. Give us detail: Let us know exactly how the agent should have responded. Act as if you are training a new representative answering phones at your dealership. 

Remember: the more feedback you give, the better Toma gets


Wrap-Up

That’s all you need to do for now:

  1. Locate Toma’s phone number.

  2. Give it a call and poke around.

  3. Share your thoughts via the feedback feature.

You’re off to a great start. If you ever get stuck, just reach out to our support team—we’re here to help!

Next up, we’ll send you some examples of how Toma handles specific requests (like shuttle services or diagnostic codes). Feel free to try them out yourself, then let us know how it goes.

Happy testing, and welcome to the Toma family!