Client onboarding

Let's get your AI receptionist live.

Three quick steps — about 10 minutes total. Most clients are answering calls within a week.

1

Tell us about your business

This is what we use to build your agent — your services, your area, your calendar. The more accurate this is, the better your AI sounds on day one.

Business basics

Your phone setup

Scheduling & booking

What your AI should know

✓ Got it! Your info is in. Move on to Step 2 below.
2

Sign your service agreement

Standard month-to-month agreement — the same one for every client. Opens in DocuSign, takes about 2 minutes, and you'll get a signed copy by email automatically.

Review & Sign Agreement
3

Activate your plan

Secure checkout through Stripe. Your setup fee (if any) and first month are billed today; your subscription renews monthly and you can cancel anytime.

Starter $297/mo + $497 setup Activate Starter
Pro $397/mo + $447 setup Activate Pro

On Enterprise or not sure which plan? Call us at (888) 208-0185 and we'll sort it out.

Stuck on any step? Call the line — our AI will take a message and we'll get right back to you.

(888) 208-0185