The setup call is where the done-for-you part happens. In about 15 minutes we turn your fresh account into a working front office branded to your business. Coming prepared makes it fast.
What we'll do on the call: confirm your branding (logo, colours, from-name), connect and test your phone number, link your email, calendar, and social channels so every enquiry lands in one inbox, and switch on the AI features included in your plan (call answering, booking, and follow-up).
The one thing that takes time: A2P registration - the carrier approval that lets your business send SMS in the US. We submit it on the call using your business details, but approval typically takes one to five business days. Everything else works immediately; your text-based features (like missed-call text-back) go live automatically the moment it clears.
How to prepare: have your logo file ready, a short list of your services with rough prices, and login access to the accounts you want connected (your email, calendar, Facebook/Instagram, and Google Business). If you want us to import contacts, have an export (CSV) handy.
After the call you're live. If anything needs tweaking - the AI's wording, your availability, a workflow - you can adjust it yourself in Settings, or ask support and we'll help.