Eight short steps from signup to live. Check each one off as you go — your progress is saved automatically.
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Share your legal business name, DBA, industry, service area, and the best point of contact. This is the baseline context the AI uses in every conversation.
Tip: Takes about 10 minutes. Have your business info and tax ID handy.
We use your existing business number — no new number required. Forwarding gets configured against this number to route calls to the AI.
Tip: If you have multiple lines, pick the one customers dial most often.
The AI is trained on your website content so it knows your services, pricing, and hours. We also place the chatbot embed here if you purchased the chatbot.
Tip: If your site is password-protected or behind a firewall, share credentials securely via our support portal.
The ten questions customers ask most: pricing, hours, service area, insurance, policies. Each one becomes a high-confidence answer the AI can deliver instantly.
Tip: Ask your front desk — they will rattle these off in 30 seconds. If you do not have a front desk, think about the last 20 calls you answered.
Regular hours, holiday hours, and any after-hours policies (emergency callback, weekend rotations, etc). The AI uses this to book appointments and triage urgency.
Tip: Include your time zone and any scheduled closures for the next 6 months.
Service list, pricing tiers, typical ranges, and any common upsells. The AI will never quote prices you have not confirmed — this step is what gives it permission.
Tip: It is OK to use price ranges like "$150–$300" if you do not want to quote exact prices. The AI will present them naturally.
We send you a sample of test-call transcripts and chat conversations. You approve tone, wording, and any corrections. Most businesses iterate once.
Tip: Focus on the first 3 seconds of the greeting and the pricing answers. That is where tone matters most.
Call forwarding flips on. The chatbot embed goes live on your site. You get your portal login and your dedicated account manager's contact info.
Tip: Celebrate. You just installed a 24/7 receptionist for less than a single night out.
Our team is standing by to walk through any of this with you.