How Your AI Voice Agent Gets Set Up

A clear implementation process designed to eliminate missed calls and response delays

1

Automation Audit

This step reviews your current call and message handling to identify response gaps, missed opportunities, and areas where automation could reduce delays.

  • 30 min free discovery call
  • Full audit for $1,000
  • Process analysis & mapping
  • Custom automation roadmap
  • ROI projections
2

Voice Agent Setup

The agent is configured based on your business hours, call flow, and qualification needs. Scripts and integrations are customized to match how your business operates.

  • Custom script development
  • CRM & calendar integration
  • Voice & personality customization
  • Testing & quality assurance
3

Other AI Custom Workflows

These are optional workflows that can be added depending on your business needs. Not every business requires additional automation beyond the voice agent.

  • Custom workflow design
  • System integrations
  • Process automation
  • Continuous optimization

What the Setup Process Looks Like

Typical timeline varies by setup complexity

Step 1

Kickoff Call

We review your business processes, understand your call flow, and identify where response gaps typically occur.

Step 2

Script Development

We create conversation scripts designed to match your brand voice and business requirements.

Step 3

Integration & Testing

We connect your AI agent to your CRM, calendar, and other tools, then run tests to ensure proper functionality.

Step 4

Training & Go-Live

We train your team on the dashboard and monitoring tools, then activate the system.

Step 5

Ongoing Optimization

We monitor performance, gather feedback, and make adjustments to improve the agent's effectiveness over time.

What's Included

These are the core components included when implementing an AI voice agent

Unlimited Calls

No per-call charges or hidden fees

Calendar Sync

Real-time booking integration

Call Transcripts

Every conversation documented

SMS Reminders

Automated appointment reminders

Analytics

Real-time performance metrics

Priority Support

Direct access to our team

Monthly Updates

Continuous improvements

Security

Enterprise-grade protection

Frequently Asked Questions

How long does setup typically take?

Setup timelines vary by complexity, but most implementations are completed within 1 to 2 weeks from initial audit to activation.

Can I cancel anytime?

Yes, there are no long-term contracts. You can cancel your subscription with 30 days notice.

Do you offer training?

Yes, we provide training for your team on how to use the dashboard and monitor performance.

Not Sure If This Is the Right Fit Yet?

Start with a response audit to see where automation actually makes sense for your business.

No obligation
Just clarity