In the next 8 minutes, tell us exactly how you want your AI assistant to think, communicate, and work for you. No tech knowledge needed.
Step 1 of 128%
First, a quick introduction
We need a few details to get your account set up. Takes about 60 seconds.
First name is required
Last name is required
Company name is required
Valid email is required
Phone number is required
What industry are you in?
🔧HVAC
🏠Roofing
🏥Medical / Wellness
✨Med Spa
📊Accounting / Tax
⚖️Legal
🐾Pet Services
🔨Home Services
🏢Something Else
A little more about your business (optional)
What's eating your time right now?
Your AI will focus on the things costing you the most. Select everything that applies to your business.
Biggest challenges (select all that apply)
Tools you're already using (select all)
Your AI will work alongside these — knowing what you use helps us avoid duplication.
How do you handle missed calls today?
🔓
Voicemail — hope they call back
They go to voicemail and I wait
📋
I try to call back when I can
I make a note and follow up when I have time
👥
My team handles it
A staff member follows up on missed calls
📢
Honestly — they fall through
Missed calls often mean lost business for us
Pick your AI's personality
Your AI assistant will handle tasks and communicate on your behalf. What vibe should it have?
Communication Style
🤝
Professional & Polished
Clear, buttoned-up communication. Think corporate but friendly.
😊
Warm & Personable
Conversational and approachable. Like a trusted colleague.
⚡
Direct & Efficient
Straight to the point. No fluff, just action.
⭐
Energetic & Motivating
Upbeat and encouraging. Brings positive energy to every task.
💬
Casual & Relaxed
Laid-back and easy-going. Like a friend who gets things done.
Formality Level
How formal should your AI be in emails and client messages?
What should your AI handle for you?
Select everything you want your AI working on. You can always add more after setup.
📅
Book and confirm appointments
Schedule meetings, avoid conflicts, send reminders — without lifting a finger
✉️
Watch my inbox & flag what matters
Read inbox, draft responses, surface what needs my attention
📋
Track tasks & remind me what's overdue
Create to-dos from meetings and emails, keep me on track
📞
Prep me before every client meeting
Research attendees and brief me 30 minutes before every call
📈
Text me my top 5 priorities every morning
Start each day knowing exactly what needs your attention
🔔
Follow up with leads so none slip through
Automated reminders to circle back with prospects and clients
📣
Alert me when a client hasn't heard from us
Flag clients going quiet before they become at-risk
📰
Keep me updated on news in my industry
Track competitor moves, market trends, and opportunities
Do you use GoHighLevel?
GoHighLevel is our primary CRM integration. Connecting it gives your AI full access to your pipeline, contacts, and automation sequences.
✅
Yes — I'm already using GoHighLevel
I have an active sub-account set up and running
🔄
Yes — I'm setting it up / just getting started
I'm in the process of getting GoHighLevel configured
🔁
No — I use a different CRM
HubSpot, Salesforce, Pipedrive, or something else
🚫
No — I don't have a CRM yet
Not currently using any CRM system
How would you like to connect the GHL API?
🔧
I'll do it myself
Walk me through the API key steps and I'll handle it
💌
Send me the instructions
Email me step-by-step instructions to connect
Good to know
GoHighLevel is our native integration for full pipeline sync and CRM-connected AI workflows. Your onboarding team can discuss migration or parallel setup options.
Does your business need an AI phone assistant?
Voice AI answers your phone 24/7, screens callers, books appointments, and handles FAQs — so you never miss a lead.
🎙️
Yes — I want AI to answer my calls
Set up Voice AI to handle incoming calls around the clock
🤔
Maybe — I'd like to hear more first
Schedule a 15-minute demo before I decide
▶️
Not right now — I'll skip this
I can add Voice AI at any time later
Choose your voice quality tier
⭐
ElevenLabs Premium
Ultra-realistic voice — callers often can't tell it's AI. Best for high-ticket service businesses.
🎧
Standard Voice
Clear, professional AI voice. Great for most service businesses at a lower price point.
What should your AI voice handle?
We'll reach out to schedule your demo
After setup, your onboarding team will schedule a 15-minute Voice AI demo. You'll hear exactly how it handles calls for your industry before committing.
Let's connect your calendar
Your AI needs to see your schedule to manage it. Which calendar do you use?
📅
Google Calendar
Works with Gmail and Google Workspace
📆
Microsoft Outlook
Works with Outlook.com, Office 365, and Exchange
I'll set this up later
What happens next
After you submit, we'll send a secure link to connect your Google account. You'll see a Google permissions screen — just click "Allow."
See your upcoming events
Create new events on your behalf
Send calendar invites to attendees
🔒 Your AI cannot delete events or access personal files.
What happens next
After you submit, we'll send a secure link to connect your Microsoft account. You'll see a Microsoft permissions screen — just click "Accept."
See your upcoming events
Create new events on your behalf
Send calendar invites to attendees
🔒 Your AI cannot delete events or access personal files.
Now let's connect your email
Your AI reads your inbox to surface what matters and draft responses for your review.
✉️
Gmail
Works with personal Gmail and Google Workspace
📧
Microsoft Outlook
Works with Outlook.com, Office 365, and Exchange
I'll set this up later
What happens next
We'll send a secure link to connect your Gmail. You'll see a Google permissions screen — just click "Allow."
Read your incoming emails
Draft responses for your review
Flag urgent messages so you don't miss anything
🔒 Your AI will NEVER send an email without your explicit approval.
What happens next
We'll send a secure link to connect your Outlook. You'll see a Microsoft permissions screen — just click "Accept."
Read your incoming emails
Draft responses for your review
Flag urgent messages so you don't miss anything
🔒 Your AI will NEVER send an email without your explicit approval.
How is your team structured?
Your AI will route tasks and escalations based on who's on your team and how you want to be reached.
Team Setup
🧔
Just me
Solo operator — everything comes directly to me
👥
Me + Virtual Assistant
I have a VA who handles some tasks and communications
🏢
Me + Small Team
I have 2 or more people working with me
Key Team Members
Add the people your AI should know about for task routing.
Your Command Center — Telegram
Telegram is how your AI sends real-time updates, urgent alerts, and morning briefs. It's free and works on any device.
✈️
I already use Telegram
I have the app — just add my username
📲
I'll set it up
I'll download Telegram and send my username
⏰
Set this up later
I'll coordinate with my onboarding team
When something urgent comes up, how should your AI reach you?
🚨
Immediately
Ping me right away via Telegram for anything urgent
💌
Email me
Send urgent items via email — I check it regularly
📋
Save for my next brief
Bundle urgent items into my morning or afternoon briefing
Where do you store your business documents?
Your AI can save reports, client notes, and meeting summaries directly to your cloud storage — fully organized.
📁
Google Drive
I use Google Drive / Google Workspace
☁️
Microsoft OneDrive
I use OneDrive / Microsoft 365
🔁
Both
I use both Google Drive and OneDrive
⏭️
Neither — set up later
I'll configure document storage with my onboarding team
What your AI will do with this access
Your AI saves files to one designated folder only — it does NOT have access to your entire drive.
Save meeting notes and action item summaries
Store client research and briefing documents
File AI-generated reports and weekly summaries
🔒 Your AI only reads and writes to the specific folder you name below.
How often should your AI keep you in the loop?
Set your preferred update rhythm so your AI works at your pace — not faster or slower.
Update Frequency
⚡
Hourly during business hours
Real-time awareness — best for high-volume businesses with lots of incoming leads
🌅
Morning + Afternoon
Two daily touchpoints — 9 AM and 3 PM
☀️
Morning + Noon + Evening
Three daily touchpoints — 8 AM, 12 PM, 6 PM
🌄
Morning only
One daily brief — recommended for solo operators who want to stay focused
🎭
I'll customize this later
My onboarding team will help me dial in the right schedule
What do you want to be kept in the loop on?
All topics are on by default — deselect anything you don't want.
How should your AI reach you?
Which days should your AI be active?
What's your timezone?
Review your AI setup
Here's everything we have. Edit any section before we activate your AI.
Configuration Checklist
I understand that my AI assistant will have access to the systems I've configured above. I can adjust these permissions at any time. By clicking "Activate My AI," I agree to the Terms of Service and Privacy Policy.
You're All Set!
, your AI Chief of Staff is being configured now.
1
Welcome email arriving in the next few minutes with your setup report
2
Download your AI config file and forward it to your onboarding team
3
Secure authorization links for calendar and email within the hour
4
First morning briefing arrives within 24 hours of completing setup