How would you like to set things up?
Need help? Text or call me anytime. I'm here to help you every step of the way.
Welcome to setup! Let's start with the basics about your business. This helps me configure your agents and personalize everything for you.
Business Details
Please enter a valid 10-digit phone number
Please enter a valid email address
Please enter a valid URL (e.g., https://boiseplumbing.com)
Used for carrier registration so your business texts are delivered reliably. Required for text messaging setup.
Encrypted and never visible to anyone. Used only for carrier registration.
Sole proprietor accounts have lower text messaging limits. If you have an EIN, we recommend using it for better deliverability.
Your agents use this across your website, social profiles, videos, and marketing materials.
We found this on your website
Pulled from
Logo selected
Upload your logo
PNG, JPG, or SVG
We'll text you a ready-made message to forward to your designer, graphic person, or whoever has your logo file. They just reply with the file — easy.
Sent! Just forward that text to whoever has your logo. Once they send it back to you, forward it to me and I'll take it from here.
We'll create a professional logo based on your business name and industry. You'll see options within 24 hours and can request changes until you're happy with it.
Skipped — Ava will follow up with you about this.
Services & About Your Business
We pulled your services from your Google Business Profile and added a few suggestions based on what's common for . Everything below is included unless you remove it. Add any we missed — your agents will use this list across your website, ads, and social content.
We couldn't find services listed on your Google profile, so I've added some suggestions based on what's common for . Everything below is included unless you remove it. Add any we missed — your agents will use this list across your website, ads, and social content.
From your Google profile
Suggested for
We rewrote your description to be more compelling. Your agents will use this across your website, social profiles, and marketing. Pick the one you prefer.
Your agents use this across your website, social profiles, ad copy, and customer communications.
Want this pushed to Google automatically?
The Google Agent posts this description to your GBP profile and all online directories — and continuously optimizes your listing to drive more leads over time.
Tools & Payment Methods
Your agents work best when they're connected to the tools you already use. This lets them sync appointments, trigger review requests after , and keep everything in one place — no double entry.
connected
We'll track your leads and appointments internally and notify you via text when bookings come in.
No problem! We'll track everything internally and sync appointments to your calendar below.
Does currently send appointment reminders to your ?
Got it — your Phone Agent won't send duplicate reminders. You can always change this later.
connected
No worries — your Phone Agent will text you appointment details when bookings come in.
This helps me send review requests at the perfect moment — right after . I only check whether a payment was completed. I never see dollar amounts, card numbers, or financial details.
For cash or check payments, just tell Ava when and she'll send the review request.
Review requests will trigger automatically when .
Business Hours
When are you open for business? Your Phone Agent uses this for call handling.
Default Content Approval
How much control do you want over what your agents post? You can change this per agent or anytime via Ava.
Notifications
What would you like me to keep you posted on, ? You can change any of these anytime — just text me.
During quiet hours, I'll hold all notifications and deliver them when your quiet hours end. Nothing gets lost — just delayed until you're ready.
Your Business Phone Number
Your agents need a dedicated business number, . This number is used by your Phone Agent for calls, your Google Agent for review request texts, and your Nurture Agent for follow-ups. Let's get you set up.
What number do your currently call?
Totally normal — most use their personal cell. Here's how it works:
We'll set up a dedicated business number for your agents. It handles all outbound texts (review requests, appointment reminders, follow-ups) and your Phone Agent answers calls on it 24/7.
For calls to your personal cell, you can set up conditional forwarding so missed calls go to your Phone Agent. We'll configure that when we set up your Phone Agent.
Great — having a dedicated business line gives you options. We'll set up a new business number for your agents to handle all outbound texts (review requests, reminders, follow-ups). Now I just need to know how you'd like to handle incoming calls to your existing line:
No problem! We'll set you up with a dedicated local business number. Your agents will use this number for all calls and texts — it goes on your website, ads, Google listing, and business cards.
How your two numbers work together:
Your existing number
Existing customers keep calling it. You answer when you can. Missed calls can forward to your Phone Agent.
Your new business number
Goes on your ads, website, and Google listing. Phone Agent answers instantly, 24/7. Also used for outbound texts (review requests, reminders, follow-ups).
Text replies
If a customer replies to a text from your new number, your Phone Agent handles it. If it needs your attention, I'll forward it to you.
Pick your new local business number:
Porting Authorization
I'll handle the porting paperwork for you. I just need a few details from your current carrier to authorize the transfer. You can find your account number and PIN by logging into your carrier's website or calling them.
Porting Authorization
Pre-filled from your business details:
Business:
Address:
Number to port:
Your account details are encrypted and used only to authorize the port. I'll submit the transfer request to your carrier and keep you updated on the status via text.
No problem! I'll remind you to send me your account number and PIN after setup. You can text them to me anytime.
Temporary Business Number
While we port your existing number (2-4 weeks), your agents need a number to work from right away. Pick a local number below — it'll handle all outbound texts (review requests, reminders, follow-ups) and your Phone Agent will answer calls on it until the port completes.
Pick your temporary local number:
Secured and ready for your agents
Secured — your agents will use this while we port your existing number
Your business number is locked in, . Your Phone Agent will answer calls on this number 24/7, and all outbound texts go from here too. We'll set up call forwarding from your existing number in the Phone Agent section.
You've got a professional business number, ! This goes on your website, ads, and Google listing. Your Phone Agent answers calls instantly, and all outbound texts — review requests, reminders, follow-ups — come from this number.
Your temporary number is set, . Your agents will use this for calls and texts while we transfer your existing number over. The port typically takes 2-4 weeks — I'll keep you posted on the status.
Text Messaging Setup
Your agents send texts on your behalf, — things like review requests, appointment reminders, and follow-ups. Carriers require a short registration so your messages are delivered reliably. I've filled everything out and optimized it for fast approval — you can review below and submit as-is, or edit anything you feel strongly about.
Business details (from your setup)
Select all that apply. This tells the carrier what types of messages your agents will send.
Carriers need to know how agree to receive your messages.
Opt-in description submitted to carrier:
Carriers require at least 2 examples of what your texts will look like. We've drafted these based on your business — edit if you'd like.
Appointment reminder
Review request
Each message must include your business name and opt-out language (Reply STOP). We've included both automatically.
Approval takes 1–3 weeks. Your Phone Agent answers calls right away. Outbound texting (reminders, review requests, follow-ups) goes live once your registration is approved — I'll let you know as soon as it's active.
Email Sending Setup
Your agents will send emails on behalf of your business — review requests, appointment confirmations, and nurture messages. To make sure these come from your domain and land in inboxes, we need to add a few records to your domain settings.
Agents send from
Customer replies go to
We use a separate sending address to protect your personal email reputation.
Add these DNS records at your domain registrar:
Once added, we'll verify automatically. I'll text you when it's active.
I just sent you an email with everything your domain person needs. Just forward it — the message comes from you, so they'll know it's legit.
Sent to
Message preview
Hey — I'm setting up email notifications for and need a couple of DNS records added to . Can you add these?
Add these DNS records:
CNAME: mail. → sendgrid.net
TXT: mail. → v=spf1 include:sendgrid.net ~all
These records set up a sending subdomain so notifications (review requests, appointment reminders) come from our business domain. Existing email is not affected.
Thanks!
I'll follow up if the records aren't added within a few days.
No problem — I'll add this to your Action Items. Your agents will queue outbound emails until this is set up, so nothing gets lost. I'll follow up with you on this.
Your Photos
I found photos of your business online — from Google, Facebook, Yelp, and your website. Your agents will use these for posts, videos, ads, and your website. Tap any photo to view it larger, star your favorites, or remove ones you don't want used.
Your Reviews & Testimonials
I found standout reviews from across the web — the kind that make great testimonials. Check the ones you'd like your agents to use in posts, videos, ads, and on your website. I'll keep adding to this list as new reviews come in.
These are already public reviews. Your agents will use approved testimonials tastefully in marketing — never altering the original words.
Your Google Business Profile
Your Google Agent needs access to manage your GBP listing, respond to reviews, and publish posts on your behalf.
Google Business Profile
Connected
This profile appears to be claimed and active
Is this your profile? If so, just connect your Google account and I'll take it from here.
This profile exists on Google but doesn't appear to be claimed yet
Good news — your business is already on Google! We just need to claim it so your Google Agent can start managing it. This involves a quick verification from Google (usually a phone call or postcard).
Do you have a Google account? (Gmail, YouTube, etc.)
After connecting, Google will verify you own this business. Ava will walk you through each step.
No problem! Creating a Google account takes about a minute. Here's how:
- 1 Go to accounts.google.com and click Create account
- 2 Choose "For my personal use" — this is just to verify your identity with Google
- 3 Enter your name, pick a username (or use an existing email), and set a password
- 4 Verify with your phone number — and you're done!
Once you've created your Google account, come back here or text Ava — she'll help you connect it.
I can create a Google Business Profile for you. It's free and essential for showing up in local search results. Google will need to verify your business — usually a phone call or postcard.
Do you have a Google account? (Gmail, YouTube, etc.)
After connecting, we'll set up your listing and guide you through Google's verification process.
No problem! Creating a Google account takes about a minute. Here's how:
- 1 Go to accounts.google.com and click Create account
- 2 Choose "For my personal use" — this is just to verify your identity with Google
- 3 Enter your name, pick a username (or use an existing email), and set a password
- 4 Verify with your phone number — and you're done!
Once you've created your Google account, come back here or text Ava — she'll help you connect it.
Skipped — Ava will help you connect this later.
Keyword Targeting
Here's what people in your area are searching for, . We'll focus on getting you ranked for these keywords. The ones in green — you're already showing up. The rest are opportunities we'll work on.
| Keyword | Monthly Searches | Your Ranking | |
|---|---|---|---|
| /mo | Not ranking |
Best practice: We'll focus on 10-12 active keywords for maximum impact. Your Google Agent will run a monthly heatmap for each active keyword to track your visibility across your service area.
Choose Your Phone Agent's Voice
This is the voice your customers will hear when they call. Pick the one that feels right for your business — you can always change it later.
This is how your Phone Agent will introduce on calls: "Thank you for calling , this is . How can I help you?"
Call Handling Preferences
A couple of quick preferences, . These tell your Phone Agent how to behave when you're not available and whether to send appointment reminders to your .
Reduces no-shows by texting before their appointment. They can confirm or reschedule by replying.
You told us already sends reminders, so this is set to "None" to avoid duplicate texts. If you'd rather your Phone Agent handle reminders instead, disable them in your current system and pick a timing below.
Common Questions & FAQs
We pulled some Q&As from your website and Google profile, . We also added a few that in your industry ask most often. Remove any that don't apply — and add your own if we missed something.
We couldn't find any existing Q&As for your business online, . That's ok! Here are some common questions in your industry ask. Remove any that don't apply — and add your own so your Phone Agent can answer them accurately.
Found on your website & Google profile
Common for your industry
Your custom Q&As
Your Phone Agent gets smarter with every conversation. Any time it encounters a question it can't answer, I'll flag it for you and ask you for the answer. Once you tell me, it's added to the knowledge base permanently — your Phone Agent will never miss that question again.
So don't worry about getting every question now — just give it a starting point. You can always text me to add more: "When people ask about [topic], say [answer]."
Meet , your AI Phone Agent. loaded with your FAQs, knows your services, and is ready to answer calls 24/7. Give a call to hear how sounds!
Online and ready
I'm all set up and ready to start taking your calls. Give me a call to hear how I sound!
Try asking about your services, hours, or booking an appointment
Using your temporary number while the port completes
Your chat widget is live! It's the same AI that handles your phone calls — same knowledge, same personality. Go ahead and try it out:
Online — typically replies instantly
Hi! Thanks for reaching out to . How can I help you today?
Chat widget will be installed automatically
Your Web Agent will include this chat widget on your new website. No action needed!
Install Chat Widget on Your Website
Let's get your chat widget installed. I detected your website platform — confirm below and I'll give you the exact steps.
Let's get your chat widget installed. Select your website platform below and I'll give you the exact steps.
It looks like your site is built using — is that right?
I've created an embed code for your site. How would you like to get it installed?
Installation
<!-- Best AI Solutions Chat Widget -->
<script src="https://cdn.bestaisolutions.com/chat.js"
data-business=""
data-theme="green"></script>
1. Log into your WordPress admin panel
2. Go to Appearance → Theme Editor → footer.php (or use a plugin like "Insert Headers and Footers")
3. Paste the code above just before the closing </body> tag
4. Click Save
1. Go to your Wix Dashboard → Settings → Custom Code
2. Click + Add Code → paste the code above
3. Set placement to "Body - end" and apply to All pages
4. Click Apply
1. Go to Settings → Advanced → Code Injection
2. Paste the code in the Footer section
3. Click Save
Paste the code above just before the closing </body> tag on your website.
I just sent you an email with everything your web person needs. Just forward it to whoever manages your website — the message comes from you, so they'll know it's legit.
Sent to
Message preview
Hey — I just set up an AI chat widget for and need it added to our website. Can you install this for me?
Here's the code to add:
<script src="https://cdn.bestaisolutions.com/chat.js" data-business="" data-theme="green"></script>
Steps for :
Log into WordPress → Appearance → Theme Editor → footer.php (or use "Insert Headers and Footers" plugin) → Paste before </body> → Save
Wix Dashboard → Settings → Custom Code → Add Code → Paste → Body end → All pages → Apply
Settings → Advanced → Code Injection → Paste in Footer → Save
Paste before the closing </body> tag
Thanks!
I'll follow up if the widget isn't installed within a few days.
No problem! I've added "Install chat widget" to your Action Items in the Control Center. I'll text you a reminder in a few days.
Set Up Call Forwarding
Your Phone Agent is fully configured and ready to take calls, . Want to set up forwarding now so missed calls on your go straight to your Phone Agent?
You can set this up right now. Your Phone Agent answers calls immediately — no waiting. The 1-2 week registration only applies to outbound texts.
What's your carrier?
Dial each of these 3 codes from your phone — one time, takes about 30 seconds:
When busy: **67*#
No answer: **61*#
Unreachable: **62*#
These are standard codes that work on most carriers. I'll confirm the exact codes for yours after setup.
I'll also text you these codes so you have them saved. You can turn forwarding off anytime by dialing the cancel codes — I'll include those too.
Number porting in progress
Your port has been submitted. Expect 2–4 weeks. Your chat widget and demo line are active in the meantime. I'll text you when the port completes.
Facebook & Instagram
Let's connect your social accounts so your Social Agent can start posting, responding to comments, and managing DMs. If you don't have a page yet, we'll create one for you.
Facebook Business Page
Your Social Agent will set up your cover photo, fill out your business details, and start posting — you're all set.
Do you have a Facebook Business Page?
Do you have a personal Facebook account?
No problem! Facebook requires a personal account to manage a Business Page. Here's how to create one:
- 1 Go to facebook.com and click Create new account
- 2 Enter your name, email or phone number, and set a password
- 3 Confirm your email or phone number — and you're done!
Once you've created your Facebook account, come back here and we'll set up your Business Page.
Upload your business logo (for profile picture)
Using the logo you uploaded during General Setup. You can replace it below if you'd like a different one for Facebook.
Click to upload or drag & drop
PNG, JPG, or SVG
Click to replace
Don't have your logo handy? No worries — you can skip this for now. Head back to General Setup anytime to have your designer send it over or have me create one for you.
Available on Facebook & Instagram
Creating your Facebook Business Page...
Instagram Business
Your Social Agent will set up your bio, profile, and start posting content tailored for Instagram.
I'll use your Facebook handle on Instagram too — matching handles keep your branding consistent across platforms.
I generated a handle based on your business name. If it's taken, I'll suggest some alternatives.
Handle is available
This handle is taken — try another
That one's taken — try one of these:
Skipped — Ava will help you connect this later.
Nextdoor
Nextdoor connects you with in your service area. 79% of users were influenced by a recommendation to hire a local service.
Nextdoor Business Page
Your Social Agent will optimize your profile and start engaging with your neighborhood.
I'll create a Nextdoor Business Page for . Nextdoor is where your neighbors find local services — 79% of users say recommendations influenced their hiring decisions.
What I'll set up
- Business Page for
- Logo and business details from your profile
- Service area set to your local neighborhoods
- Optimized for Neighborhood Faves badge eligibility
Skipped — Ava will help you connect this later.
Almost done with social! Let's set your content preferences so your Social Agent creates posts that match your brand voice. You can always change these later.
Content Preferences
Help your Social Agent create content that matches your brand.
We'll never post about the topics above — this protects your accounts from being flagged or banned on any platform. You can add your own topics below and we'll steer clear of those too.
Your Website
We'll review your current site and build you a better one, — mobile-optimized, SEO-ready, with your chat widget built in. Your current site stays live until the new one is ready.
Your current website
Please enter a valid URL (e.g., https://boiseplumbing.com)
To host your new site and manage your domain, we need your domain pointed to our servers. This is a one-time change — your domain stays registered where it is, and your current site stays live during the switch.
Change your nameservers to:
ns1.cloudflare.com
ns2.cloudflare.com
Log into your domain registrar () and replace the current nameservers with these two. Changes take 1-24 hours to go live.
I just sent you an email with everything your domain person needs. Just forward it — the message comes from you, so they'll know it's legit.
Sent to
Message preview
Hey — I'm setting up a new website for and need the domain () pointed to the new hosting. Can you update the nameservers?
Change the nameservers to:
ns1.cloudflare.com
ns2.cloudflare.com
This replaces the existing nameservers — just swap them out. The domain stays registered where it is. Changes take 1-24 hours to go live.
Thanks!
I'll follow up if the nameservers aren't updated within a few days.
No problem — I'll add this to your Action Items and follow up later. Your new website will be ready to go live as soon as the nameservers are pointed.
We'll build you a professional website, — mobile-optimized, SEO-ready, with your chat widget built in. First, do you currently have a website?
Please enter a valid URL (e.g., https://boiseplumbing.com)
Your current site stays live until the new one is ready.
is available — ~$10/year
That domain is taken — try another or pick from the suggestions below
Also available:
Professional Business Email
You already have a professional email — nice, . Your agents will send from a dedicated address at your domain so your personal inbox is never affected. When customers reply, it goes straight to you.
Agents send from
Customer replies go to
We use a separate sending address to protect your personal email reputation. Your inbox is never at risk.
Need additional email addresses down the road? Just text me and I'll walk you through it.
You have a great domain — let's get you a professional email to match, . A professional email like builds instant credibility. We set it up through Google Workspace ($7.20/mo — billed separately).
Current
Proposed
You keep your — the new address is an upgrade, not a replacement. We'll send setup guides for your phone and computer.
I see you're using — would you like a matching email at your website domain? Something like keeps everything consistent and professional.
Your current email stays active — this is an addition, not a replacement.
Once your new domain is live, we can set up a professional email to match — like . Google Workspace ($7.20/mo — billed separately).
Budget & Platforms
Your Ads Agent manages your ad spend across Google, Facebook, Instagram, and Nextdoor. You pay the platforms directly — we handle all the strategy, optimization, and creative. Let's start with your total monthly budget across all platforms.
This is what you spend on ads total — paid directly to Google/Meta/Nextdoor. Separate from your $50/mo Ads Agent fee.
Connect Ad Accounts
Each platform needs an ad account with billing set up so your Ads Agent can run campaigns. You'll add your payment method directly on each platform — we never see your card details.
Google Local Services Ads
Do you have an existing Google Ads account?
Here's how to grant us manager access to your Google Ads account. You'll also need to complete the Google Guaranteed verification — I'll follow up on each step.
- 1 Go to ads.google.com → Admin → Access and security
- 2 Click + and invite [email protected] as a Manager
- 3 Upload your proof of insurance under Google Guaranteed settings
- 4 Submit your background check — Google will walk you through it
- 5 Confirm billing is set up on your Google Ads account
Google Guaranteed verification takes 1-3 weeks. Your Ads Agent will be ready to launch campaigns the moment you're approved. You don't need to finish this now — I'll follow up on each step.
No problem — here's how to create your Google Ads account and get started with Google Guaranteed. I'll follow up on each step.
- 1 Go to ads.google.com and create a new Google Ads account
- 2 Add a payment method (credit card or bank account)
- 3 Invite [email protected] as a Manager under Access and security
- 4 Upload your proof of insurance under Google Guaranteed settings
- 5 Submit your background check — Google will walk you through it
Google Guaranteed verification takes 1-3 weeks. Your Ads Agent will be ready to launch campaigns the moment you're approved. You don't need to finish this now — I'll follow up on each step.
Added to your Action Items — Ava will help you set this up.
Facebook & Instagram Ads
Facebook Page already connected via your Social Agent — we just need an ad account with billing.
Do you have an existing Meta Ads account?
Here's how to grant us access to your Meta Ads account. Takes about 5 minutes — I'll follow up if you don't get to it today.
- 1 Go to business.facebook.com → Business Settings
- 2 Click Ad Accounts → select your ad account → Add People
- 3 Add [email protected] with Manage campaigns access
- 4 Confirm billing is set up under Payment Settings (credit card or PayPal)
Since your Facebook Page is already connected, you just need to create an ad account inside Meta Business Suite and add billing. Takes about 5 minutes — I'll follow up if you don't get to it today.
No problem — here's how to set up Meta Business Suite, create an ad account, and add billing. Takes about 10 minutes — I'll follow up if you don't get to it today.
- 1 Go to business.facebook.com and set up Meta Business Suite for your Facebook Page
- Go to business.facebook.com → Business Settings → Ad Accounts → Create a new ad account
- Add a payment method under Payment Settings (credit card or PayPal)
- Add [email protected] with Manage campaigns access
Added to your Action Items — Ava will help you set this up.
Nextdoor Ads
Nextdoor Business Page already connected via your Social Agent — we just need ad billing.
Do you have an existing Nextdoor Ads account?
Here's how to grant us access to your Nextdoor Ads account. Takes about 5 minutes — I'll follow up if you don't get to it today.
- 1 Go to business.nextdoor.com → Ads Manager
- 2 Go to Settings → Team → invite [email protected] as a Manager
- 3 Confirm billing is set up under Payment Settings
No problem — here's how to create your Nextdoor Ads account and add billing. Takes about 10 minutes — I'll follow up if you don't get to it today.
- 1 Go to business.nextdoor.com and sign up for a Business Page (if you don't have one)
- 2 Go to Ads Manager and create your first ad account
- 3 Add a payment method under Payment Settings
- 4 Go to Settings → Team → invite [email protected] as a Manager
Added to your Action Items — Ava will help you set this up.
Not ready yet? That's fine — anything incomplete here gets added to your Action Items. Ava will follow up and walk you through each platform step by step.
Budget Split & Approval
Based on your /mo budget and platforms, here's my recommended split:
Google LSA
High-intent, pay per lead
Facebook & Instagram
Retargeting & lead gen
Nextdoor
Hyperlocal homeowners
Your Ads Agent will optimize this split over time based on which platforms generate the best leads. If one platform is outperforming, it'll recommend shifting budget — you approve changes via Ava. Total spend never exceeds /mo without your approval.
YouTube Channel
YouTube is the world's second-largest search engine — and most of your competitors aren't on it. Your Video Agent will create and publish video content to drive leads across YouTube, Google, and all your social platforms.
YouTube Channel
To connect your existing YouTube channel, I'll need to sign in with your Google account. YouTube channels are always tied to a Google account.
No problem! Creating a Google account takes about a minute. Here's how:
- 1 Go to accounts.google.com and click Create account
- 2 Choose "For my personal use" — this is just to verify your identity with Google
- 3 Enter your name, pick a username (or use an existing email), and set a password
- 4 Verify with your phone number — and you're done!
Once you've created your Google account, come back here or text Ava — she'll help you connect it.
I'll create a branded YouTube channel for . I just need to connect your Google account so the channel is owned by you — we get manager access to upload and optimize.
What I'll set up
- Channel name:
- Profile photo and banner from your Brand Asset Library
- Channel description optimized for local search
- Linked to your Google Business Profile and website
No problem! Creating a Google account takes about a minute. Here's how:
- 1 Go to accounts.google.com and click Create account
- 2 Choose "For my personal use" — this is just to verify your identity with Google
- 3 Enter your name, pick a username (or use an existing email), and set a password
- 4 Verify with your phone number — and you're done!
Once you've created your Google account, come back here or text Ava — she'll help you connect it.
Skipped — Ava will help you connect this later.
Let's set up your video preferences. I'll use these to create content that fits your brand and resonates with your audience. YouTube is the world's second-largest search engine — this is a powerful lead source.
Video Preferences
Help your Video Agent create content that matches your brand.
A mix of YouTube Shorts and longer videos. Your Video Agent will find the best posting times.
Nurture Agent Settings
Your Nurture Agent keeps in touch with all your contacts — prospects, current , and past . Think of it as a personal assistant that maintains every relationship so people come back, refer others, and never forget about you.
This is how your Nurture Agent introduces itself to your : "Hi Dan, this is from . wanted me to check in..."
Your Phone Agent is already named — pick a different name so your can tell them apart.
This helps avoid duplicate touchpoints — I'll check if you've recently emailed a contact before reaching out. I never read content, just detect activity.
Read-only email access connected. I'll check for recent activity before reaching out to your contacts.
Now let's get your contacts loaded. Your Nurture Agent will use this list to start reaching out with personalized messages — reactivating past customers, requesting reviews, and building relationships. The more contacts, the faster you'll see results.
Import Your Customer List
Your Nurture Agent works best with your existing customer data. The more contacts, the more revenue it can generate.
Your customer list will sync automatically once your account is live.
Just text me your list anytime — photos of a handwritten list, screenshots from your phone, or just type out names and numbers. I'll clean it up and get your Nurture Agent started.
Number porting in progress
Call forwarding — added to Action Items
I'll text you the setup instructions. It's a one-time 30-second process whenever you're ready.
Text messaging approval pending
Your texting registration was submitted during General Setup. Carrier approval typically takes 1–3 weeks. Calls work immediately — we'll notify you when texting is live.
Review & Launch
Everything looks great, ! Here's a summary of your Digital Workforce setup. Take a quick look — once you're happy, we'll get your team started.
General Setup
Business:
Owner:
Approval:
Bilingual:
Tax ID:
Software:
Calendar:
Texting: Registration submitted
Pending:
Configured and ready
Configured
Pending:
Text messaging approval pending
Your carrier registration has been submitted. Approval typically takes 1–3 weeks. Outbound texts will go live once approved. All other agent features activate as pending items are resolved.
Congratulations! Your Digital Workforce is Live!
Your agents are already getting to work. Here's what happens next:
Learning Phase starts now — Your agents will present style options in the coming days to learn your brand.
First weekly report — Lands in your inbox every Monday morning with a full activity summary. Your first one arrives after your agents have had a full week to get to work.
Getting to know you — I'll reach out soon to schedule a quick call. I want to learn about you, your business, and what makes you different — so your agents sound like you, not a template.
Text or call me anytime — questions, changes, or "pause everything" — I'm one text away.
I noticed a few things are still pending — don't worry, I'm on it. I'll check in with you over the next few days to make sure everything gets connected and fully activated.
Everything your agents do is tracked in your Control Center — leads, reports, activity, settings, and your referral program. You can log in anytime from the website.
But you never have to. I can send you anything you need via text or call. A lot of our clients work exclusively through me — totally up to you.
Save my number:
(208) 555-AVA1
Text or call — I'm available 24/7