BUSINESS INFORMATION:
Company Name
DBA (if different)
EIN Number:
Owner / Primary Contact Name
Business Phone Number
Do you want to port in your business phone number?
Yes
No
Who is your phone carrier?
Service Provider Account Number
Recent BILLING STATEMENT from your carrier
Click to upload
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Email
Website
Website Provider
Website Log in
(Email and Password)
Service areas
Address
Business Address
City
State
Country
Country
Service areas
Example: 60004, 60005, 60006
Business hours
After-hours rules
List Of Services offered
Do you want the AI to book appointments automatically?
Yes
No
Calendar integration:
(Google / Outlook / Jobber / Housecall Pro / etc.)
Available booking times
How far in advance can appointments be scheduled?
Kindly List The Top Frequently Asked Questions And Answer
What information the AI should collect from callers.
Where leads should go.
SMS
Email
CRM
Contact number for notifications
Your Preferred AI Name:
Should the AI sound:
Friendly
Professional
Casual
Any words or phrases to avoid?
Upload anything that helps us train your AI.
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Ex: Pricing sheet, Service menu, Call scripts used by staff