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? *

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? *

Which languages can your team provide consultations or appointments in? *

Other language:

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

When families schedule a care assessment through your new system, what specific instructions or preparation notes should be automatically included in their email confirmation? *

(Examples: Parking locations for office meetings, list of current medications or insurance documents to have handy, gate codes, or specific instructions for entry during in-home assessments).

Which booking setup would you like to use? *

CareResponse Systems booking funnels — We'll provide your English and Spanish funnels using your CareResponse booking calendar, which will connect to and sync with your existing calendar so appointments appear in the calendar you already use.

Our existing booking funnel/calendar - We'll use our existing booking system if it is compatible with CareResponse Systems.

If using your existing booking system, please provide the booking page URL:

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.

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

When should your Phone AI Receptionist answer live inbound calls? *

What number should AI transfer urgent calls to? *

What number should AI answer? *

What would you like to name your live Phone AI Receptionist? *

This is the name your AI bot will use when answering live phone calls (e.g., "Thank you for calling [Agency Name], my name is...'). We highly recommend choosing a warm, familiar, and easy-to-pronounce female name that matches our ultra-realistic "Maya" voice engine to build immediate trust with families and discharge planners.

What would you like to name your interactive Web AI Assistant (The Orb)? *

This is the identity used by the floating conversational web widget on your agency's homepage. Because it lives on a website, you can use a friendly human name or a professional, functional name that tells families exactly how the tool can help them navigate your care options.

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)

What size would you like the interactive AI Assistant Orb to appear on your agency website? *

Small (Compact): Discrete corner icon, ideal for minimalist layouts that stay out of the way of main page text.

Medium (Standard - Recommended): Optimal visibility, highly scannable on mobile devices, and drives the highest family interaction rates.

Large (Prominent): High-impact layout, ideal for agencies focusing heavily on capturing immediate after-hours leads.

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? *

Example: warm, professional, compassionate, direct, etc.

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. *

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: