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After checkout

Answer your setup questions.

This takes about 60 seconds. We only need the basics to configure your call taker.

Already paid? You are in the right place. If Square did not send you back automatically, answer these setup questions so the internal build can start. We may still verify your checkout reference before configuration is completed.
Already paid?

After payment, answer the setup questions at thecalltaker.com/setup.html. We only ask for launch-critical details: business, contact, answer mode, hours, service area, call types, urgent rules, summary destination, urgent action, forwarding ability, and hard rules.

Start setup questions

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01Business basicsPlan, business, and best contact.

Use the details we need to identify the business and reach the setup contact.

02Calls and hoursWhen you are open and what callers need.

Give the basics. The Call Taker will turn this into the actual call flow.

Not sure is okay. We can tune this after setup.
03Urgency and forwardingEmergency rules, summary routing, and hard limits.

Tell us what counts as urgent and what the call taker should never promise.

Not sure is okay. We can send instructions or walk you through it.
04Final confirmationSafety checkpoint before build.

Before we build

  • We use these answers to configure your call taker.
  • Do not change your phone system yet.
  • $997+ custom setups may receive manual review before the internal build.
  • Live routing starts only after forwarding/testing is confirmed.

This is the short setup questionnaire. No live phone routing starts from this page alone.