InBox AI Pro Setup
Let our team set up and integrate your software to convert leads, book appointments, and grow your business
Name
*
First Name
Last Name
Primary Phone Number
*
Please enter a valid phone number.
Primary Email
*
example@example.com
Website URL:
*
www.yoursite.com
Website Backend Credentials
Please provide your website login information. This is required for us to add in the web chat and lead form. If you'd rather provide this on a call or install the codes yourself, please let us know.
A2P Information for SMS - Required for SMS in the US
Please provide the following here or be prepared with it during our onboard call: Legal Business Name, Business Registration Number (EIN), Address, and contact information for an Authorized Business Representative.
Business Category - Required for SMS in the US
Please Select
Agriculture
Automotive Industry
Banking
Consumer
Education
Electronics
Energy
Engineering
Fast-Moving Consumer Goods
Financial
Fintech
Food & Beverage
Government
Healthcare
Insurance
Jewelry
Legal
Manufacturing
Media
Not For Profit
Oil & Gas
Online
Raw Materials
Real Estate
Religion
Retail
Technology
Telecommunications
Transportation
Travel
If your specific category isn't listed, please choose the closest fit.
Business Type - Required for SMS in the US
Please Select
Co-operative
Corporation
Limited Liability Corporation
Non-Profit Corporation
Partnership
Sole Proprietorship
If your specific business type isn't listed, please choose the closest fit.
What tools do you currently use to manage your leads and/or book appointments?
Examples include: HubSpot, Jobber, Calendly, Setmore
Are there any additional instructions you want the AI Receptionist to use when speaking?
This is to fine-tune the AI’s decision-making, tone, and functional approach. If you require more than a name, phone number, and email address gathered from a potential customer, please leave additional instructions here.
Are there any additional knowledge sources you want the AI Receptionist to speak to?
This can be in the format of an URL, text such as FAQs or Q&A, or a file upload. Its purpose is to expand the AI’s capacity to provide accurate, relevant, and detailed answers.
Additional Knowledge Upload - Up to 5 - 25.0 MB max file size
Browse Files
Drag and drop files here
Choose a file
Please provide any documents that you'd like us to upload to your AI Receptionist's knowledge base.
Cancel
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Which of the following functionalities do you want your receptionist to use? Chat functionality,SMS functionality, Voice functionality
Please Select
Chat functionality
SMS functionality
Voice functionality
All of the above
Submit
Should be Empty: