Set up your AI receptionist Draft

About 10 minutes. Your answers save as you go, so you can come back anytime. Leave anything you're unsure about blank and we'll ask on your setup call.

Business basics

Company name (exactly as it should be said on the phone)

Owner's name

Number of technicians

Website

Google Business Profile link

Anything callers should know about you (family-owned, years in business, licensed and insured)

Contacts and emergencies

The AI transfers true emergencies to a person live and texts everything else.

Cell for live emergency transfers

Backup number

Who gets the text summary (name + cell)

Email for summaries and recordings

What counts as an emergency for you?

Do you take emergency calls after hours? If yes, what's the fee?

If nobody picks up a transfer, what should the AI tell the caller?

Service area

Cities, towns or zip codes you serve

Areas you don't serve

Travel fee for farther areas

Residential, commercial, or both?

Hours and availability

Regular business hours (each day)

Saturday and Sunday hours

Your time zone

Holidays you're closed

Earliest and latest appointment times

How soon for a non-emergency job?

Arrival windows or exact times?

Services and pricing

The AI only quotes prices you list here. For anything else it says the technician will quote on site.

Service call fee, and does it go toward the repair?

Fixed prices the AI may quote

Services you do NOT offer

Free estimates? For which jobs?

Financing available?

Warranty or guarantee

Payment methods you accept

Booking

The AI always collects the problem, name, service address, callback number and preferred time.

Where do you keep your schedule?

Should the AI book directly, or take details for you to confirm?

Typical appointment length

Max jobs per day or per slot

Anything else to ask callers (gate code, pets, how they found you)

How the AI should sound

Greeting

Assistant's name

Voice

Tone

Words or phrases to always or never use

Top questions callers ask, with your usual answers

Handle Spanish-speaking callers in Spanish?

Phone setup

You keep your number. Calls only forward to the AI when you choose.

Main business number

Phone carrier

Other numbers customers call (Google listing, website, after-hours line)

Cell or office line?

Ring time before AI picks up

When should calls go to the AI? When I don't answer When I'm on another call After hours All calls

Go-live

Your name

Preferred go-live date

After you submit, we build your receptionist and send you a test number within 3 business days.

Client onboarding

Set up your AI receptionist Draft