VIP Onboarding includes two hours of guided onboarding:

• 1 hour of technical setup — we configure your account, import contacts, connect domains, calendars, phone numbers, and integrations.

• 1 hour of live training — learn how to manage conversations, automate workflows, and operate your CRM with confidence.

Plus Ai Receptionist onboarding

We help you configure your AI receptionist based on your business goals. You’ll complete a quick onboarding questionnaire, and we tailor the AI to:

• book appointments

• provide estimates or quotes

• transfer or route calls

• answer frequently asked questions

Your AI is built to sound like your business and support your customers the way you want.