Step 1 of 4

What your business needs

Let's start with the most important part: what you need the assistant to do, and how people find you.

Example: a hair salon usually picks “Book appointments”; a food spot picks “Take orders”; a law office picks “Capture leads / inquiries”. If your case doesn't fit any of these, use “Other” and tell us.

What do you need the assistant to do?

Pick all that apply — a business can need more than one.

Book appointmentsBooks straight into your calendar.Take ordersTakes orders like a front counter would.Capture leads / inquiriesCollects the caller's info so you can follow up.Route & dispatch techniciansFor emergencies or on-site visits (locksmith, plumbing, etc).Just answer questionsDoesn't book or take orders, just informs (hours, prices, location).OtherSomething not on the list above.

Business details

What's your trade?It picks the script, the intake questions and the urgency rules for your industry.Business nameMain phone number

WebsiteEmail for messages

Can the assistant text the caller?

For example, to send the booking confirmation link, the location, or a payment link. It costs per message and requires SMS to be set up for your number — if you're not sure, leave it unchecked for now.