Order Confirmation - ServiceLineAI

Contact Info

Full Name *

Company Name *

Best Phone Number *

Best Email Address *

Business Phone Number * (the number customers call)

Backup/Transfer Number (where calls transfer to)

Business Website (Optional)

Call Handling Rules

When should the AI answer calls? *

Answer every call Answer missed calls only Answer after-hours only

Do you want calls transferred to you or your team? *

Yes No

If yes, what calls should be transferred? (Optional)

How should the AI answer the phone? *

Use a standard professional greeting Use my custom greeting

Service Area + Hours

What cities / zip codes do you service? *

What are your business hours? *

Services + Emergencies

List your services (comma-separated) *

Do you offer free estimates? *

Yes No

Should the AI book estimate appointments?

Yes No

What counts as an emergency for your business? (Optional)

Booking Preferences

Should the AI book appointments or send requests for approval? *

Book confirmed appointments Appointment requests only (we confirm later)

What calendar do you use? (Optional)

Appointment Length

Buffer Between Appointments

Same-day booking allowed?

Yes No

Lead Time Required

Texting + Notifications

Do you want the AI to send confirmation texts to customers? *

Yes No

Where should call summaries be sent? *

Text Email Both

If call summaries should go to a different number/email, enter it here (Optional)

Pricing Rules (Important)

Should the AI mention pricing on calls? *

No pricing over the phone General price range is OK Flat pricing for certain services is OK

Anything you want the AI to say exactly when customers ask about price? (Optional)

Final Notes

Anything the receptionist should NOT say or do? (Optional)

Anything else we should know to set this up correctly? (Optional)

What Happens Next

We build your receptionist

Using your answers above

You'll get a test call

Before going live

We go live

In ~48 hours

Payment Successful!

Quick Onboarding Form

Contact Info

Business Type + Goal

Call Handling Rules

Service Area + Hours

Services + Emergencies

Booking Preferences

Texting + Notifications

Pricing Rules (Important)

Final Notes

What Happens Next