AI Integrating – Paid Client Setup Form

Choose your package* This field is required.

Peter — Estimator
for each month
SUBSCRIBE
Marcus — Front Desk Receptionist
for each month
SUBSCRIBE
Ava — AI Scheduler
for each month
SUBSCRIBE

Business Name* This field is required.

Name* This field is required.

First Name

Last Name

Business Email* This field is required.

example@example.com

Business Phone* This field is required.

Please enter a valid phone number.

Business Hours* This field is required.

Example: Mon–Fri 8am–5pm (local time)

Service Area (Cities/Towns)* This field is required.

Primary Type of Business* This field is required.

Example: Plumbing, HVAC, Electrical, Landscaping, Roofing

if you have a website, our AI can automatically learn your services, service areas, and business information to answer calls more accurately.

If no website is provided, your AI will use the information from this form.

What is your business time zone* This field is required.

Purchased Package* This field is required.

Purchased Add Ons

Tell us about your business (required if you did not provide a website)

Describe what you do, who you serve, and how you usually help customers. Example: Services offered, pricing style, locations, or common questions you get.

Provide any pricing or policies the Ai Agent should know

In one or two sentences, what does your business do?

Who usually calls you?

New customers with questions

Returning customers

People looking for pricing

Emergency or urgent callers

Vendors/Partners

Other

Should your agent sell, quote prices, or collect payment?

Yes- share prices or offers only

Yes- actively sell services

No-never sell or take payment

Is there anything else your agent should avoid discussing?

Please upload any helpful documents (Menu, pricing, services, FAQs, brochures)

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Is there anything else you'd like your agent to say or do every call?

Example: Always get caller's name.

What counts as an emergency for your business? * This field is required.

Examples: no heat, flooding, power outage, gas smell

Primary emergency phone number* This field is required.

Emergency Alert Email Address* This field is required.

Mobile Number for Emergency SMS Alerts* This field is required.

Special instructions for urgent callers* This field is required.

How should the agent handle scheduling requests?* This field is required.

Book appointments directly once setup is completed

Collect the request and our team will follow up

Send callers to website to book

After your AI is created, you’ll receive access to the AI Integrating Portal. There, you’ll connect Google Calendar, create your appointment types, and finish scheduling setup. Direct booking remains off until setup is complete.

If you selected "Send callers to website to book," please provide your booking link below:

If your business has multiple staff or providers, should the agent ask if the caller has a preferred person?* This field is required.

Yes, ask for preferred provider

No, offer the first available appointment

Required job details for Agent to collect* This field is required.

Service type

Location

Description of issue

Photos of problem

Budget

Desired timeline

Access instructions

Other

Questions your agent should ask callers:* This field is required.

When did this issue start?

Has anyone looked at it yet

Are there pets or access issues?

Other

Additional info for job intake

Should she request photos via text?* This field is required.

Yes

Follow-up timing* This field is required.

24 hours

48 hours

72 hours

Number of follow-up attempts* This field is required.

Main offer/push (e.g., “Let’s get you booked this week”)* This field is required.

Email for call summaries* This field is required.

Add anyone else who should receive call summaries or alerts.

Example: John Smith – john@email.com – 555-123-4567; Office Manager – office@email.com

I certify that the information provided is accurate to the best of my knowledge and acknowledge that my AI agent will function based solely on the information supplied.* This field is required.

I agree

agent_name* This field is required.

agent_gender* This field is required.

voice_tone* This field is required.

agent_role* This field is required.

agent_template_id* This field is required.