Next: book your AI Front Desk onboarding.
Your intake is saved. If you picked an onboarding time during signup, we use that as your preferred 15-minute setup slot. We confirm the phone provider, call routing, voice, greeting, and what the AI should do before anything goes live.
1
Confirm onboarding
We confirm the package, selected setup time, phone provider, call coverage, preferred voice, greeting, and lead alerts.
2
We draft the agent
The first version is built around capturing callers and sending you clean lead alerts.
3
We connect the phone path
Most starters use a new AI number and forward missed or after-hours calls to it from their current provider.
Have this ready
Onboarding asks the technical questions.
Bring the details that affect setup, not the decision to buy.
- Current phone provider: Google Voice, OpenPhone, RingCentral, Verizon, AT&T, Spectrum, Comcast, Nextiva, Grasshopper, or other.
- Forwarding preference: missed calls, after-hours calls, all calls, or overflow only.
- Business hours, urgent-call rules, and who gets escalations.
- Lead destinations: email now, text when approved, CRM or calendar later.
- Topics the AI should avoid, especially legal, medical, financial, emergency, or regulated advice.