Getting set up

After your quote is accepted you get a welcome email with a Set your password button. Sign in and the portal opens the setup checklist. Each step shows a time estimate. You can stop at any point and pick up where you left off.

The steps

Your shop:

1. Business basics. Business name, trade, public phone number, time zone, and whether to also answer in Spanish.
2. Website & FAQs. Look up your website to pre-fill answers, then write the answers the agent should give to common questions, one per line as question | answer.
3. Hours & closures. See Setting hours and closures.
4. Service area. See Service area ZIP codes.

What the agent knows:

1. Services & pricing. What can be booked and what may be said about price. See What the AI will say about price.
2. Emergency & on-call. Marked Required. See On-call number and emergencies.
3. Booking & calendar. Slot length, buffer between jobs, minimum notice, and how far ahead callers can book.
4. Voice & persona. The agent's name, tone, greeting, and AI and recording disclosure. You can hear how it will pick up.

Go live:

1. Test call. Talk to your agent from the browser, the way a caller would. Bookings made in the test are not saved.
2. Phone number. Search by area code and choose your local number. See Forwarding your number.
3. Go live. Starts answering forwarded calls right away.

What is locked until you finish

Steps 9 to 11 stay locked until steps 1 to 8 are done. Go live also needs the test call and a phone number. On the Go live step, each of these needs a check mark before the button works: phone number chosen, service area set, a bookable service, emergency contact set, test call completed.