Step 01 of 06 0 of 9 filled

Tell us about your business.

The basics our AI receptionist needs before it answers a single call — who you are, how to reach you, and when you're open for business.

Business name *

Business name is required to continue.

Owner / primary contact

Main phone number

Please enter a complete phone number.

Callback / forwarding number

Service area

Used by the AI to confirm jobs are in your coverage zone.

Weekday hours

to

Weekend hours

to

Emergency / after-hours policy

24/7 emergency calls accepted

AI dispatches you anytime, day or night.

Take message after hours, call back next day

AI captures details and queues the callback for morning.

Transfer true emergencies to a separate number

Only verified emergencies get patched through.

Emergency transfer number

Enter to continue

Step 02 of 06 0 of 4 filled

What do you actually do?

So the AI doesn't quote a job you'd never touch. Pick everything you offer, plus anything you specifically won't.

Services offered 0 selected

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Market served

Residential only

Commercial only

Both residential and commercial

Brands / door types you specialize in Optional

Services you do NOT offer

Enter to continue

Step 03 of 06 0 of 5 filled

How should bookings work?

Decide how aggressively the AI books versus how much you want to triage yourself.

Booking method

AI books directly on your calendar

Fastest. Caller gets a confirmed time in one call.

AI takes the lead, owner calls back

Captures info; you confirm timing personally.

Book direct for standard, take lead for complex

Recommended for most shops.

Recommended

Typical availability

Same day

Next day

Scheduled slots only

Service window length

How precise of an arrival window you commit to.

Where should bookings land?

Info the AI must collect before booking 0 selected

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Enter to continue

Step 04 of 06 0 of 5 filled

Money talk.

How much the AI is allowed to say about pricing — and what to do with trip fees and promos.

Should the AI quote prices?

No — always defer to on-site assessment

Safest. AI says nothing about price.

Yes — ballpark ranges only

"Most spring jobs run $X–$Y."

Only quote the service call / trip fee

Repairs and parts always quoted on-site.

Service call / trip charge Optional

Is trip fee waived with repair?

Ballpark price ranges Optional

Active promotions Optional

Enter to continue

Step 05 of 06 0 of 5 filled

Live transfers & escalations.

When the AI should hand a real human the phone — and what to do when nobody's around.

Live transfer phone number

If the transfer is missed

Calls that MUST be transferred live

Calls the AI should NEVER handle alone

After-hours handling

Take a message, call back next business day

Transfer emergencies to the on-call number

Book them into the next available morning slot

Enter to continue

Step 06 of 06 Final step — almost there.

FAQs & the fine print.

Anything else the AI needs in its brain — common questions, warranty language, internal policies.

FAQ 01 Optional

Question

Answer

FAQ 02 Optional

Question

Answer

FAQ 03 Optional

Question

Answer

Warranty / guarantee policy

Anything else the AI must know

⌘ + Enter to submit