Full Name
Email used to sign up
*
Business Street Address
City
State
Postal Code
Website URL
Business name
Legal business name (as it appears on your business registration)
Business email
Work hours
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saterday
How should AI respond to calls during work hours?
Call handling during work hours
AI always answers first thing
AI only answers if no one else did
AI only texts back the lead if no one answered (no AI call)
AI answers only answering questions, transfers to employee for booking
Other / something custom
How should AI respond to calls after hours? (weekends, nights, holidays etc.)
Call handling after work hours
AI answers & handles everything
AI answers but doesn't book, but adds contact to a call back morning list
AI doesn't answer, but texts back, adds contact to callback list
AI answers, doesn't try and reach out to you unless emergancy
Other / something custom
How should AI handel texts? NOTE: you can view all convos between AI and customers, and if you start replying to a customer AI will stop, and you can manually turn off AI for specific contacts.
Incoming text handling
AI responds, books, answer questions
AI answer questions, notifys employee if lead wants to book
AI doesn't answer, unless turned on manually for that 1 lead
AI only gives suggested answers to each text, employee has finnal say
Other / something custom
To link AI to your system, we provide you a new number you get to choose. If you want to keep your current number, we can mask it so customers still see your existing number. We can also do custom stuff like multiple numbers.
Phone number preference
New phone number
Keep my current number (with call masking)
Other / something custom
We currently have 4 round robin booking calendars for you (Estimates, Installation, Repair, and Maintenance) did you want any other type of calendar (example: "Keep all 4 defaults" or "Add an Air Quality calendar, remove Maintenance")
What calendars did you want, what is your vision?
Do you charge for Estimates?
Yes
No
Other / depends, if so how does it depend?
Are Estimates mandatory?
Yes
No
Other / depends, if so how does it depend?
To let our AI know to tell your customers/leads accurate data about your company, please put all your services your offer into each text box and the price range they cost, fill out each one of what calendar group youd want them to go under, if you want something in a custom calendar, put it in other.
Installation Calendar Services
Repair Calendar Services
Maintenance Calendar Services
Other / custom Calendar Services
Automated social media will handle DMs, replies, engagement with comments, and lead them back into your pipeline and get them to want to schedule an appointment.
Any social media you want automated?
Facebook
Instagram
Tiktok
YouTube
Other? / Specific notes on how/what you want automated
You will have an all in 1 inbox, where you can send/receive messeges in 1 place, name all the types of ways you contact your clients.
Lead / customer contact ways
SMS
Email
Messenger
WhatsApp
Other ways / apps
A chatwidget is used for price shoppers visiting your website. You can have AI answer/book leads, or have a human person on the other side chatting through the all in 1 inbox.
Did you want a Chatwidget on your website?
yes
No
How did you want your Chatwidget?
Human person
Ai handles everything
AI only handles questions, notifies representative to take over for booking
Other / any additional notes /customization you want done with Chatwidget
Did you want a new website? Made with SEO in mind, we will make the website with your company in mind, with any additional edits you want. It's recommended, free for you, easier for us to automate everything.
Did you want a new website
Yes
No
Maybe, let me check it out and see
How often do you want AI to respond to reviews
Never
2-3 times a week
1/2 of all reviews
every review
Other / custom
What reviews do you want AI to target
Bad reviews
Good reviews
All reviews
something specific
How many employees?
Any current software you are using for your company?
What service area(s) do you capture?
Do you want to collect deposits at booking
Yes
No
Other / custom / different way you want automated to collect deposits
Whats the Minimum scheduling notice before appointment (example: 24 hrs, 30 min, 3 days)
Whats the Maximum scheduling notice before appointment (example: 1 yr, 2 months, none)
AI tone - changes how AI talks/texts (pick up to 3)
No tone
Professional
Funny
Empathetic
Solution Oriented
Friendly
Grateful
Playful
Inquisitive
Concise
Optimistic
Once you submit this, we will begin working on your software, usually done between 24-48 hours, we will contact you and show you around once its done.
Anything else you want us to know?