AI Consultation

Let's set up your AI phone assistant.

Walk through a few quick questions and we'll configure an assistant that sounds exactly like your business. Our AI host is standing by on the right if you'd like a hand with any answer.

Your contact information

Who should we reach out to about your account?

First name*

Last name*

Business name*

Business phone

Mobile phone

Email*

Notes

Business details

The basics about what you do and when you do it.

Service type*

Service area*

Business hours

Your default daily schedule. We'll capture special hours later.

Opens at

Closes at

Tell us about your business

A short paragraph in your own words — we'll use this to brief your assistant.

Business overview

Two or three sentences is plenty — you can always edit later.

What do your calls sound like?

Which conversations does your business handle most often? Select all that apply.

How should your assistant sound?

Pick the voice that fits your brand.

Friendly and casualWarm, approachable, conversational. Professional and polishedMeasured, respectful, business-formal. Warm and reassuringEmpathetic and calm — great for stressful calls. Direct and efficientGets to the point and respects the caller's time. OtherDescribe the tone you want.

Which moment has to be perfect?

Of everything your assistant could do, pick the single situation it absolutely has to get right.

New customer inquiries Appointment booking After-hours missed calls Frequently asked questions Lead capture Complaint or escalation handling Other

The first 30 seconds of the call

Describe what should happen the moment a caller connects.

Your ideal opening

Your current booking process

Walk us through what happens from the moment a customer calls.

Describe your current process

Missed calls today

When a call goes unanswered right now, what happens?

Voicemail Answering service I answer personally Other

When should the AI hand off to a human?

Select every situation where a real person needs to take over.

Brand rules

The "always say" and "never say" that protect your brand.

Always say

Never say

Tone, wording, and 'temperature' notes

Anything else?

Edge cases, quirks, or anything that doesn't fit above.

Additional notes

Your answers save automatically. You can come back anytime to finish.

Let's set up your AI phone assistant.

Your contact information

Business details

Tell us about your business

What do your calls sound like?

How should your assistant sound?

Which moment has to be perfect?

The first 30 seconds of the call

Your current booking process

Missed calls today

When should the AI hand off to a human?

Brand rules

Anything else?

Thanks — we've got what we need.