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Your Info

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Your Business

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Agent Setup

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Delivery Prefs

Your Contact Information

Please provide your name*

What is your email address?*

What is your phone number?*

Your Business

What's your business name, and what area do you serve?*

Example: "ABC Decks, serving Charlotte, Mooresville, and surrounding North Carolina areas"

Do you have a website, FAQ page, or any specific pages the agent should reference for accurate details?*

Paste the link(s) here. The agent will only pull information that aligns with the services and guardrails you set.

No website yet

What are the main services you offer, if not already listed on your website?

Anything not already on your website we should know?

Which phone number should become your voice receptionist's number?*

Forward my current numberUse a different numberSet up a new number for meNot sure yet. Let's talk.

When should your voice agent answer calls?*

24/7: your voice agent answers every call, all the timeOnly outside business hours: my team handles calls when we're open, and the voice agent covers nights, weekends, and closed hours

Agent Setup

What's the #1 goal of every call, and what info should the agent always collect to reach it?*

Be specific. Example: "Book a free on-site consultation. Collect: name, phone number, service address, project type, preferred timeline."

Who is your typical caller, and what's the most common objection or situation you want the agent to handle well?

Optional. This helps the agent qualify callers and overcome hesitation. Example: "Homeowners aged 35 to 60. Common objection: 'How much does it cost?'"

When should the agent transfer or escalate a call to a human?*

Tell us the situations that need a real person (emergencies, upset callers, anything outside normal services) and the number to transfer to.

Are there any topics, claims, or phrases the agent should never say?*

Examples: exact pricing, guarantees or warranties, legal or medical advice, comparisons to competitors.

If the agent doesn't know the answer to something, what should it do?*

We've pre-filled a sensible default. Edit it to match your preference.

What personality and tone do you want the agent to have?*

Examples: confident & professional, warm & friendly neighborhood expert, laid-back and approachable, high-energy, calm and reassuring.

Do you use any of these tools the agent should reference for scheduling?*

Select all that apply.

Google Calendar (scheduling)GoHighLevel (CRM)Meta/Facebook Lead AdsWhatsApp Business

OtherNone of these

Call Summary Delivery

After a call, how would you like call summaries delivered to you?*

Select all that apply.

By emailBy SMS text

How often should summaries be delivered?*

Immediately after the callAt the end of each dayAt the end of each weekOther

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