Answer everything below and we'll have a fully trained voice agent — deployed on your phone number, wired to your calendar, taking real bookings — inside a week. Nothing here is throwaway. Every question maps to a real thing we'll configure.
STEP 1 OF 11Progress saved locally
START
What you'll need to have handy.
This takes 10-15 minutes. You'll upload a few files, tell us about your team, and pick your voice agent's personality. You can save and come back — everything's stored locally in your browser until you submit.
Basic business info
Name, contact, industry, locations, hours.
Your service catalog
Menu (restaurant), doctor roster (medical), course map (golf), service list (home services), etc. — we tailor Step 5 to your industry.
Your existing tools
Whatever scheduling platform, CRM, phone system you're already using — we integrate.
Your team roster
Names, roles, phone numbers of anyone the agent might need to route to.
Assets to train on
Logo, brand guide, FAQ document, existing scripts, pricing sheet — anything the agent should know.
STEP 1 · IDENTITY
Tell us about your business.
The basics — who you are, what industry, how to reach you. Everything after this branches off your industry pick.
Pick your primary vertical. Step 5 will ask industry-specific questions.
STEP 2 · CONTACT
Who's the boss?
Who at the company approves the final agent behavior. We'll copy them on every checkpoint.
Comma-separated. We'll cc them on progress updates.
STEP 3 · CURRENT STATE
Where it hurts.
Tell us how phones work at your business today so we can benchmark against how they'll work after. This drives every optimization we make.
Rough guess is fine. Helps us prioritize what the agent MUST get right.
STEP 4 · TECH STACK
What you're already using.
If it stores your customers, your calendar, your payments, or your calls — we need to know so we can integrate cleanly. No rip-and-replace.
Not on the list? Pick "Something else" and note it below.
STEP 5 · YOUR PLAYBOOK
The specifics.
Every industry has its own vocabulary, workflows, and gotchas. Here's what we need for yours.
The agent will NEVER diagnose. It will route to a same-day slot or escalate. You define the trigger words.
The agent will NEVER give legal advice. It gathers facts and books consults only.
You picked "Something else" for industry — tell us about your specific workflow below. We handle a lot of custom cases.
STEP 6 · YOUR TEAM
Who do we route to?
The people the AI might need to transfer to, escalate to, or reference by name. Uploading a full roster in Step 5 counts — this is for the key contacts.
STEP 7 · VOICE & PERSONALITY
How should she sound?
The final agent will use a warm female voice by default. Talk to Sarah on /talk to hear her first, then tune the personality here.
The name callers hear. First names work best. Can change per location.
Warm, casualBalancedFormal, professional
Snappy, efficientBalancedSlow, patient, warm
Sarah will use this verbatim. Keep it under 15 words.
STEP 8 · ESCALATION
When she passes it up.
The agent's smart — but she'll know when a caller needs a human. Define when to route, to whom, and how.
STEP 9 · POLICIES
The house rules.
Anything the agent needs to enforce, quote, or work around. Keep it human — write it the way you'd explain it to a new employee.
STEP 10 · ASSETS
The training material.
Anything else the agent should absorb before going live. FAQ documents, brand guides, existing scripts, marketing materials — send it all.
STEP 11 · TIMELINE & GOALS
When and why.
Almost there. This helps us prioritize the build and know when success looks like success.
FINAL · REVIEW
Ready to ship it?
Everything you've entered, all in one place. Anything wrong, click Edit next to that section. When you're ready, tap Submit and we'll be in touch within one business day with your kickoff call scheduled.
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Intake received.
One last step to lock your deployment slot. Once complete, an operator reaches out within one business day to schedule your 30-min kickoff call and confirm your 5-day build timeline.
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