How Setup Works

From Setup Call to
Your First Answered Call

Your AI phone agent goes live in 7 steps. Here's exactly what happens from your first conversation with us to your first answered call.

📞1
Customer Action

Book Your Setup Call

Schedule a 15-minute call with our team. We'll walk you through the product, recommend the right plan, and answer every question. No payment required.

📅 15-minute call
💬 Live product demo
Plan recommendation
💰 No payment upfront
📧2
Automatic

Confirmation & Business Profile

You receive a confirmation email with your call details and a link to your business profile questionnaire. Completing it before the call helps us prepare a custom demo.

📧 Confirmation email sent
📄 Business profile link
🕑 ~10 min questionnaire
Optional before the call
📝3
Customer Action
~10 minutes

Complete Your Business Profile

A short questionnaire captures everything we need to build your custom AI phone agent.

🏢 Business identity
🛠 Services & area
🕑 Hours & timezone
🆘 Emergency protocol
📅 Booking prefs (Pro)
🎤 Voice & personality
👁4
Human Review
🕑 Usually 1–2 business days

We Review & Build Your Agent

We review your setup and build your AI agent with a custom script written for your trade and a dedicated local phone number. First come, first served.

📋 Full packet review
🤖 AI script built from your answers
📞 Dedicated number provisioned
🔃 Revisions if needed
Final approval
🚀5
Final Setup
⚡ After build is complete

Agent Goes Live

Our team links your phone number to your AI agent, runs final checks, and activates call answering.

📞 Number activated
🤖 AI agent deployed
🔗 Phone linked to agent
🔔 Welcome alert in portal
📧6
Fully Automated

Go-Live Email Delivered

You receive an email with your new AI phone number and a link to your portal dashboard. Forward your calls and you're live.

📞 Your dedicated number
🔃 Call forwarding instructions
📅 Calendar setup (Pro)
7
You're Live
🟢 24/7 active

First Call Answered by AI

Your AI agent starts answering calls. Call handling, booking, emergency routing, and email summaries work from day one. SMS features activate once carrier verification completes (typically 1–2 weeks).

🟢 24/7 call answering
📈 Real-time dashboard
📧 Email summaries
💬 SMS after verification
15 min
Setup call
~10 min
Business profile
1–2 days
Build + go live
1–2 weeks
SMS verification