New Client Onboarding

LET'S BUILD YOUR AI ASSISTANT TOGETHER

You've made the smart decision. Now let's get your AI live. This onboarding call is where we capture everything we need to build, train, and deploy your custom AI Assistant across every channel — within 5 business days.

30–45 minutes · Zoom · Bring your business hours, services, and any FAQs you have

SCHEDULE YOUR ONBOARDING CALL

30–45 minutes · Zoom · Pick a time that works for you

🔒 Your information is 100% secure and will never be shared or sold.

What We Build Together

EVERYTHING WE COVER ON THE CALL

AI Script & Personality

We capture your tone, style, services, and FAQs. Your AI will sound exactly like your best employee.

Calendar & Booking Setup

We connect your calendar and booking system so every appointment syncs automatically.

Call Routing & Escalation

Define exactly when to transfer calls, escalate to your team, or take a message.

All Channels Configured

Voice, SMS, Instagram DMs, Facebook Messenger, and email — all set up and tested.

Phone Number & Branding

We provision your dedicated number and configure your AI's name and greeting.

Go-Live Date Confirmed

By the end of this call, your AI will be live within 5 business days — guaranteed.

Come Prepared With
Your top 10 most common customer questions
Your services and pricing (or a ballpark)
Your business hours and location(s)
Access to your calendar or booking system
The name you want your AI to use
Any special routing or escalation rules

"The onboarding call was incredibly smooth. They asked all the right questions and within a week my AI was live. It felt like they'd been working with my business for years."

Michael B.

Personal Injury Law Firm, New York

We'll Configure All Your Channels
Voice Calls (12¢/min)
SMS (2¢/SMS)
Instagram DMs (2¢/msg)
FB Messenger (2¢/msg)

Pay only for what you use — no quotas, no throttling.

HIPAA-Compliant Option
Live in 5 Business Days
Done-For-You Setup