Up and running in three simple steps
No complicated setup. No six-month implementation. Just tell us how you want your calls handled, connect your tools, and let Olivia and Julie take it from there.
Three steps. That's it.
We built the setup process to be as painless as possible. Most businesses go from first call to live answering in under a week.
Tell us about your business
We start with a quick onboarding call. You tell us how you want calls handled — your hours, your FAQs, how you greet callers, and what counts as a hot lead. We use that to set up Olivia (our AI agent) so she sounds like part of your team from day one.
- Share your business hours and call preferences
- Walk us through common caller questions
- Define what makes a lead worth routing to your team
- Set up custom greetings and scripts
Connect your tools
We plug into the systems you already use — your CRM, calendar, helpdesk, whatever keeps your business running. No ripping out what works. Olivia and Julie log everything right where your team expects to find it.
- CRM sync (Salesforce, HubSpot, and more)
- Calendar booking (Google Calendar, Calendly)
- Helpdesk integration (Zendesk, Freshdesk)
- Slack or Teams notifications in real time
Go live and start answering
Once everything looks good, we flip the switch. Olivia picks up your calls instantly, and Julie is standing by for anything that needs a human touch. Most teams are fully live within a week.
- Test calls to make sure everything sounds right
- Gradual rollout or all-at-once — your choice
- Real-time dashboard so you can see every call
- Ongoing tweaks as you learn what works best
It doesn't stop at setup
Once you're live, we keep improving. Your dedicated account manager reviews call patterns, suggests tweaks, and makes sure Olivia and Julie are always getting better at representing your business.
Weekly call summaries
See exactly what callers are asking about, how calls are handled, and where there's room to improve.
Script updates anytime
Running a promotion? Changed your hours? Just let us know and we'll update Olivia's responses same-day.
Dedicated account manager
A real person who knows your business and proactively suggests ways to handle calls better.
No long-term contracts
Stay because it works, not because you're locked in. Cancel or change your plan anytime.
Scale up or down easily
Busy season? Slow month? Your plan flexes with your call volume — no surprises.
Real-time dashboard
Watch calls come in, see how they're handled, and check outcomes from anywhere.