Section 1 of 8

Business basics

Tell us about your business so the agent knows who it's representing when talking to your customers. * Required fields

Company name *

Your full name *

Phone number *

Email address *

Website URL

The agent can direct customers here for more info, reviews, or to see your work.

Service areas / service radius *

The agent won't accept bookings outside these areas.

Business Hours

Enter your normal working hours. The agent will handle out-of-hours enquiries differently based on these.

Monday – Friday	to	Closed

Saturday	to	Closed

Sunday	to	Closed

Public Holidays	to	Closed

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Section 2 of 8

Brand voice & persona

Define how your agent sounds and presents itself to customers.

Agent name

If left blank we will pick one for you.

Greeting style

Describe your custom greeting style

Transparency — should the agent acknowledge it's AI? *

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Section 3 of 8

Your pricing

Tell the agent what it can and can't say about your rates when customers ask.

Callout fee

Do you offer free quotes? *

How much do you charge for a quote?

Pricing model *

What do you charge per hour?

After-Hours & Weekend Rates

Do you do after-hours / weekend callouts? *

After-hour / weekend callout fee

Do you do weekend or public holiday work? *

What extra do you charge? (put as either a % or set $ amount)

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Section 4 of 8

Scheduling & calendar rules

Set how the agent handles booking requests, your calendar, and how it communicates availability.

Do you offer 24/7 emergency service? *

24/7 after-hours emergency fee

Explain your emergency service offering

Agent calendar access — what can it do over the phone? *

Agent can see available dates/times and suggest them

Agent might say "I can pencil you in for 2pm Tuesday — the boss will text you shortly to confirm." Booking is NOT final until you approve.

Agent will NOT give a time — only collect customer details

Agent passes all details to you and you deal with bookings directly. Safest option, least friction for you.

Other

How do you want to confirm / deny an appointment with the customer? *

You get a text with customer details — reply YES or NO

After the call, agent texts you the job details. You reply YES to confirm, NO to decline, or suggest an alternative time. The agent then communicates the outcome back to the customer.

You do all the follow up

The agent sends you all the customer's details. You then handle confirming or denying the appointment with the customer yourself, and booking it into your calendar yourself.

Other

Minimum job notice required *

The agent won't suggest time slots that don't meet this minimum.

Describe your minimum notice requirement

Any specific scheduling rules or calendar notes I should know?

If your calendar is mostly normal leave this blank.

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Section 5 of 8

Lead qualification

Tell the agent how to screen and qualify customers before accepting a booking.

Should the agent ask for the customer's address upfront to check your service area? *

Yes — ask for address as one of the first questions

Agent checks it against your service area before proceeding. Saves time for both sides.

Yes — collect address but don't filter out of area customers

Agent records the address but still books them in. You decide if it's worth travelling.

No — don't ask for address during the booking conversation

Should the agent ask customers to send photos of the problem before booking? *

Yes — always request photos for all jobs

Helps you assess scope and quote more accurately before arriving on site.

Yes — but only for complex or unclear jobs

Agent uses its judgement — e.g. skips photos for a simple blocked drain but asks for reno work or burst pipes.

No — don't ask for photos

Should the agent triage urgency (emergency vs routine) and respond differently? *

Yes — full triage for every job

Agent always asks "Is this urgent / an emergency?" and adapts the conversation flow. Emergency jobs get fast-tracked, routine jobs go through the normal booking process.

Yes — but only if the customer uses urgent language

Agent picks up on words like "flooding", "burst pipe", "no hot water" and triggers the emergency path automatically.

No — treat all jobs the same way

When an emergency is flagged, what should the agent do?

Describe what the agent should do

Are there any jobs you absolutely DO NOT do?

The agent will politely decline these and explain you don't offer that service.

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Section 6 of 8

No-response rules

What should the agent tell a customer who's waiting if you don't respond to a pending booking notification?

How long before the agent follows up with the customer on your behalf? *

After this time passes with no response from you, the agent will send the customer a message.

Describe your preferred follow-up timeframe

What should the agent tell the customer if you haven't responded in time? *

Tell them to call you directly

Agent sends your direct number and apologises for the delay. Best for urgent jobs — customer can get you immediately.

"We'll be in touch soon" — hold them off

Agent reassures the customer their booking is being reviewed and someone will contact them shortly. Better for non-urgent jobs.

Depends on urgency — give direct number for emergencies, "in touch soon" for routine

Agent uses the job urgency level to decide. Recommended option.

Other

Describe what you'd like the agent to say

How many times should the agent follow up with the customer if there's still no confirmation? *

After max follow-ups with no resolution, what happens? *

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Section 7 of 8

Other

Any extra rules, edge cases, or things we should know before we build your agent.

Anything else you'd like the agent to know?

7 / 8

Section 8 of 8

Review & submit

Check everything looks right before we start building your assistant.

8 / 8

Business basics

Brand voice & persona

Your pricing

Scheduling & calendar rules

Lead qualification

No-response rules

Other

Review & submit

You're all set!