What industry is
this business in?
Select the industry that best describes your client's business. This shapes every qualification question and AI response script we build for them.
Business basics.
Core details that get baked into every AI response — name, contact, service area, and how they like to be represented.
Add the key team members who will use the system. Each person gets their own login and optionally a connected calendar for bookings.
Maximum 10 team members
Select everything the business currently uses. This helps us connect the AI to the right tools and avoid duplicating what's already in place.
Business goals.
Where is this business right now — and where do they want to be? The more we understand their numbers, blockers, and ambitions, the sharper we can tune the AI agent.
AI agent persona.
Define how the AI presents itself — name, tone, what it can and can't say. This shapes every message the bot sends.
Lead qualification.
Define what makes a good lead vs. a waste of time. These criteria get baked into the AI's scoring logic — it qualifies, disqualifies, and prioritises automatically.
Below are the qualification questions auto-generated for your industry. Edit any that don't fit your client's exact process.
Which signals make a lead HIGH priority? Check all that apply.
Services & pricing.
What does the business offer, and what can the AI say about pricing? Setting clear boundaries here prevents the bot from over-committing or under-selling.
How should the AI handle pushback? Enter the objection and the approved response.
Booking & handoff.
How does the AI hand off a qualified lead? What triggers the call? Where does the booking go? Set these rules and the AI will execute them automatically.
A2P verification.
Uploading these documents is a hard legislative requirement. We cannot provision a number or activate SMS messaging for your account until verification is complete. Both documents below are mandatory.
Why is this required? Telecommunications legislation requires all businesses sending SMS at scale to verify their identity before a number can be issued. This is not optional — without verified documents we are legally unable to provision your messaging number.
Acceptable formats: PDF, JPG, PNG — max 10 MB each. Documents must clearly show the business name and be government-issued or officially dated.