Your Business Should Work Smarter

Our AI Studio creates human-centered AI agents, automated client journeys, CRM systems, and growth solutions that help businesses operate smarter and scale with confidence.

AI System Technical Setup


We need some technical details to set up your AI system. This covers things like your phone number, calendar setup, and service details.

This will take about 15-20 minutes.

If anything is confusing, don't worry—your AI specialist can help you through this!

SECTION A: BUSINESS BASICS

1. Business Name (Legal)

2. Business Name (DBA / "Doing Business As")

Example: Legal name is "Smith Enterprises LLC" but you operate as "Joe's Plumbing"

3. Primary Contact Name

4. Primary Contact Email

5. Primary Contact Phone

6. Business Website

7. Business Industry/Type

Examples: "Home Cleaning Service", "HVAC Repair", "Real Estate", "Dental Office", "Salon/Spa"

8. Business Address

Your physical business location:


SECTION C: PHONE NUMBER SETUP

  • We'll provide a new local phone number in your area

  • This is the fastest and easiest option

  • You can use this as your main business line or a dedicated AI line

  • You keep your current business number

  • Calls to your current number automatically forward to the AI

  • Customers see your existing number, not the AI number

  • Best for established businesses who want to keep their number

12. What area code/region do you want for your NEW AI phone number?

This applies to both Option A and Option B (you'll get a new number either way)

We'll get you a local number in this area


14. When should calls be transferred to a human?

SECTION D: CALENDAR & APPOINTMENTS

16. Who needs to be on the calendar for appointments?

These people will receive appointment bookings and need to connect their Google or Outlook calendars


Person 1:


17. What types of appointments should the AI book?

List each type of appointment you offer:

Appointment Type 1:

(e.g., "Initial Consultation", "Haircut", "Home Estimate")

18. What are your business hours for appointments?

When should the AI allow customers to book?

19. How much buffer time do you need between appointments?

Example: 15 minutes between each appointment

20. Are there any dates when appointments should NOT be booked?

Example: "December 24-26, January 1, July 4, plus our annual retreat August 15-20"

SECTION E: BUSINESS INFORMATION

21. What are your top 5 Frequently Asked Questions?

Questions customers ask all the time - and your answers:

FAQ 1:

FAQ 2:


FAQ 3:

FAQ 4:

FAQ 5:

  • Q: "Do you offer emergency services?

    " A: "Yes, we offer 24/7 emergency service with a $150 emergency fee."

  • Q: "Do you bring your own supplies?

    " A: "Yes, all supplies and equipment are included in our pricing."

22. Brief description of your services/products:

Example: "We provide residential and light commercial cleaning services including regular maintenance cleaning, deep cleaning, move-in/move-out cleaning, and post-construction cleanup."

23. Your pricing (if you want the AI to share it):

SECTION F: LEAD QUALIFICATION

25. Are there any leads the AI should NOT book or should handle differently?

SECTION G: SOCIAL MEDIA (If Applicable)

28. Who has admin access to these social accounts?

We'll need to connect these accounts to your AI system:

SECTION H: SPECIAL INSTRUCTIONS

Any special requests, unique situations, or important details: