Agency Setup Guide

How to Onboard Your First Client

Getting a client live takes 24-48 hours. Here's exactly what happens, step by step.

1

Share Your Client's Business Info

Send us the basics: company name, main phone number, business hours, services offered, and location. This is everything we need to configure their AI receptionist. You can submit this via your agency dashboard or email it to your dedicated account manager.

2

We Configure the AI Receptionist

Our team builds a custom AI receptionist for your client. This includes a personalized greeting (using their business name), call handling rules based on their hours and services, appointment booking logic, and caller notification preferences. Each client gets their own dedicated phone number and custom script.

3

Forward Their Business Phone to the AI Number

Your client forwards their existing business phone to the dedicated AI number we provide. We include step-by-step forwarding instructions for every major carrier (see below). No new phone number for customers to learn -- they call the same number they always have.

4

Test the Line

Before going live, call the forwarded number yourself. Make sure the AI picks up, greets with the correct business name, handles common requests (scheduling, emergency routing, service questions), and sends notifications properly. We test on our end too.

5

Go Live -- AI Answers 24/7

Once testing is confirmed, the AI receptionist is live. It answers every call 24/7/365 -- nights, weekends, holidays. Your client gets call analytics in their dashboard, instant notifications for every call, and monthly reports showing calls handled, appointments booked, and revenue captured.

Call Forwarding Setup

Carrier Instructions

Here's how to set up call forwarding on the most common carriers. Each client just dials a short code from their business phone.

AT&T

Enable: Dial *72 + the AI phone number, then press Call. Wait for confirmation tone.
Disable: Dial *73 and press Call.
For conditional forwarding (busy/no answer): *92 to enable, *93 to disable.

Verizon

Enable: Dial *72 + the AI phone number, then press Call. Wait for confirmation tone.
Disable: Dial *73 and press Call.
Business lines may use *72 for all calls or *71 for no-answer only.

T-Mobile

All calls: Dial **21* + AI phone number # and press Call.
No answer only: Dial **61* + AI phone number # and press Call.
Disable: Dial ##21# and press Call.

Spectrum / Landline

Enable: Dial *72, wait for dial tone, then dial the AI phone number. Wait for confirmation.
Disable: Dial *73 and wait for confirmation tone.
Some business plans require contacting Spectrum support to enable forwarding.

Good to Know

Setup Details

Typical setup time: 24-48 hours from the moment you submit your client's info to the AI going live.

What Each Client Gets

Dedicated phone number -- their own AI line, not shared
Custom script -- greeting, services, hours, all personalized
Call notifications -- instant alerts for every call
Appointment booking -- AI schedules directly
Monthly call reports -- calls handled, outcomes, trends
White-label -- no Call Taker branding visible to end clients

Tips for a Smooth Onboard

Get accurate hours -- the AI needs to know when to offer scheduling vs. emergency routing
List all services -- the more specific, the better the AI handles callers
Test before announcing -- always call the line yourself before telling the client it's live
Use conditional forwarding when possible -- client answers during hours, AI catches overflow and after-hours

Ready to onboard your first client?

Submit Client Info

Or reply to your agency welcome email with the details.