Implementation
Onboarding & Setup
Dedicated support every step of the way.
Implementation Timeline
What to expect during onboarding
Every package includes white-glove setup. Here is the step-by-step timeline for each package.
Onboarding Timeline
AI Voice & Chat Agent
1–2 weeks
Your Business who want more booked appointments without hiring additional team members. Includes an AI Voice Receptionist and AI Website Chatbot.
Phase 01· Week 1–2
Onboarding Call
- Onboarding Call
- Give Client Access to the Dashboard & App
- Tour of Dashboard
- Connect Calendar for appointment booking
- Train AI Agent
- Train the agent on your services, pricing, and common objections
- Record and review sample calls for tone and accuracy
Phase 02· Week 2
Launch & Optimize
- Go live with AI Voice Receptionist and Website Chatbot
- Tune responses based on real conversations
- CSM sets monthly cadence meeting with the client
Onboarding Timeline
Voice AI + Chat Agent with CRM Integration
2–4 weeks
Built for your business already running on ServiceTitan, Jobber, Housecall Pro, or HubSpot. Plugs in as the conversion layer without replacing their stack.
Phase 01· Week 1
Discovery & Integration Planning - Added to Onboarding Agenda
- Deep-dive into your CRM workflow and data requirements
- Map fields, statuses, and automation triggers
- Confirm integration scope and timeline
Phase 02· Week 2
CRM Integration Build
- Connect ServiceTitan, Jobber, Housecall Pro, HubSpot, or your CRM
- Build lead sync, appointment creation, and status updates
- Test data flow between the AI agent and your CRM
Phase 03· Week 3
Agent Training & Testing
- Train the agent on CRM-specific workflows
- Run end-to-end test calls and chat conversations
- Validate data accuracy and handoff rules
Phase 04· Week 4
Launch & Handoff
- Deploy the integrated agent to your live lines
- Monitor CRM sync and conversation quality
Final call
Let's get your first your business launched.
Call the line below and we'll walk through the packages, the ROAS impact, and exactly how this comes to life for your business.
Call the line and Samantha will customize a voice AI for your business, then roleplay answering the phone so you can experience it firsthand.