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After checkout

Complete your setup form.

Use this form after checkout so we can configure your AI receptionist around your hours, services, urgent-call rules, and where call summaries should go.

Already checked out? You are in the right place. If Square did not send you back automatically, complete this form so the setup packet can be reviewed cleanly. This form starts the setup packet. We may still need to verify your checkout reference before configuration is completed.
Already checked out?

After checkout, complete your setup form at thecalltaker.com/setup.html so we can configure your AI receptionist. Review, forwarding, and testing happen before launch.

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01Business basicsPlan, owner, and contact details.

Use the business and owner details that should appear in the setup packet.

02Where summaries goWho gets call notes and urgent handoffs.

Tell us where call summaries and transfer-ready calls should go.

Use the mobile number that should receive forwarding and test-call instructions.
Use the number urgent callers should be transferred to when your rules say to transfer.
03What Gideon should answerServices, service area, and booking boundaries.

List the work you want Gideon to understand before calls are configured.

04When Gideon should answerNormal hours and after-hours coverage rules.

Define your normal schedule and when callers should reach the AI receptionist.

05Urgent call rulesWhat needs faster owner or team attention.

Define what should be marked urgent before configuration starts.

06Greeting preferenceThe opening tone callers should hear.

Give Gideon the greeting style and opening callers should hear.

07Phone and forwarding infoWhat you know about the current phone setup.

You do not need every phone-system detail. If you are unsure, say so and we will flag the packet for forwarding instructions.

Not sure is okay. We will review forwarding/testing before launch.
08Go-live preferenceTiming, checkout reference, and notes.

Same-day setup can move faster when the packet is complete and forwarding/testing is confirmed.

09Final confirmationSafety checkpoint before review.

Before we review your setup

  • We use this to prepare your setup packet.
  • Do not change your phone system yet.
  • Live routing starts only after forwarding/testing is confirmed.

We'll review your details before configuration. No live phone routing starts from this form alone.