Your AI Voice Receptionist is on it's way

Complete the form below to activate your 24/7 AI Voice receptionist. We'll handle the setup and send you everything you need.

Section 1: Basic Business Info

Legal Business Name *

Friendly Business Name *

What families see

Address

Street Address

City

State

Country

Postal Code

What is the main phone number you advertise to families? *

(We will use this for call forwarding to your AI receptionist)

Authorized Representative Name & Title *

(Full Name, job position)

Authorized Representative Business Email *

(no Gmail, Yahoo, or Hotmail)

Authorized Representative Phone Number *

(personal cell for 2FA and urgent alerts)

How is your business legally structured? *If you select Sole Proprietor, you do not have a Tax ID. We will register you using the Sole Proprietor A2P path instead.

Business Tax ID / EIN / BN

Required for Corporation, Partnership, and Nonprofit entities. Sole Proprietors skip this field.

Website *

What services do you offer? *

What services do you NOT offer? *

What locations / geographic areas do you serve? *

What are your business hours? *

What languages do you want your system to support? *

Other

Which language should be your primary/default language? *

Time zone *

Section 2: Lead Handling Preferences

Who should receive new lead notifications? *

What phone number should receive transferred live calls? *

How would you like to handle incoming calls? *

Keep my current number (recommended — we will forward calls and verify it for outbound caller ID)

Use a new dedicated number for tracking & automation

Not sure

Section 3: Booking and Calendar Setup

Do you want the AI to book appointments directly into your calendar? *

Yes (recommended)

No (just take messages)

If yes, who should receive the booked appointments?

What should the consultation be called? *

If families can choose multiple consultation types, which options do you offer? *

Please provide the booking calendar URL for each language you currently have available. *

If you do not currently have booking calendars for all of your selected languages, would you like us to create them for you?

Yes, please create booking calendars for the languages selected above.

No, we will provide our own booking calendars after setup.

If yes, what days/times are available for consultations and how long should the consultation be?

(We will configure this in your calendar settings)

If we are creating your booking pages, how would you like your AI Receptionist to direct callers?

Would you like us to use photos of your organization on your booking pages?

Yes

No, use professional stock images

If yes, please upload up to 5 high-quality photos that best represent your organization.

PNG, JPEG or JPG ( max 20 Files )Caregivers Team members. Office or community Residents and activities (with permission) Company vehicles.

Standard Setup includes English and Spanish. If you require additional languages, please let us know before implementation. We'll review your requirements during onboarding and confirm whether any additional setup is needed.

Section 4: AI Receptionist Setup

Do you want AI to answer: *

immediately

only after missed / no answer

What number should AI transfer urgent calls to? *

What number should AI answer? *

Do you want multilingual enabled? *

yes

Which voice would you prefer for your AI Receptionist?

Friendly Female (Recommended for most senior care providers.)

Professional Male

No Preference (We'll choose the best fit for your brand.)

Which communication style best matches your organization? *

Warm & Compassionate (Recommended for most senior care providers.)

Professional & Efficient

Friendly & Conversational

We'll choose the best fit for your organization.

Should AI book directly? *

yes (recommended)

Should the AI answer after-hours only? *

yes

Do you want calls recorded? *

yes (recommended)

Maximum call transfer attempts?

Common FAQs callers ask *

Emergency disclaimer wording (optional)

Section 5: Messaging and Brand Voice

What should families call your company? *

How would you describe your tone? *

Are there any words or phrases you want us to avoid?

How do you want to receive AI Voice alerts? *

SMS (immediate)

Email (daily summary)

No alert

Missed / Unanswered Calls (when AI answers instead of you)

Call Transcripts (when a call is completed and ready to review): *

Email with transcript attached

SMS link to transcript

No alert (I'll check the system manually)

Calendar Integration Issues (disconnected, missing meeting link, etc.): *

SMS

No alert

High-Priority Alerts (urgent calls that need immediate follow-up): *

SMS (24/7)

SMS (business hours only)

No alert

If you selected SMS for any of the above, please confirm:

I want SMS alerts 24/7 (evenings and weekends)

I want SMS alerts only during business hours (8 AM - 9 PM local time)

Note: Standard message rates may apply. You can change these preferences at any time by contacting support.

What are your most common FAQs? *

Are there any call scenarios you want the AI to handle differently?

(Examples: urgent calls, pricing questions, after-hours requests)

Please provide your brand colors (hex codes preferred): *

If you don't know your hex codes, just describe your brand colors and we will match them.

Please upload your logo and any brand assets you'd like us to use during setup. *

PDF, PNG, JPEG, JPG, DOCX or DOC ( max 20MB Files )Company logo (PNG, JPG or SVG if available) Brand guidelines. Company brochure. Service guide. FAQ document. Marketing materials. Any other branding assets

What happens today when a new inquiry comes in?

What is your #1 goal with this system?

• We'll review your business information, call handling preferences, and booking link.

• We'll send you a link to book a quick call to purchase your phone number and complete identity verification.

• Once your number is active, we'll configure your AI agent and connect it to your calendar.

• You'll receive a "System Live" notification with your Quick Reference Guide.

If we need anything else, we’ll reach out directly.

Your AI Voice Receptionist is on it's way

Complete the form below to activate your 24/7 AI Voice receptionist. We'll handle the setup and send you everything you need.

Section 1: Basic Business Info

Section 2: Lead Handling Preferences

Section 3: Booking and Calendar Setup

Section 4: AI Receptionist Setup

Section 5: Messaging and Brand Voice

What happens next: