Step 1 of 5

Let's start with you 👋

Basic contact information so we can set up your account and reach you during setup.

First Name

Last Name

Work Email

We'll send your agent's welcome message here

Phone Number

Optional — used for WhatsApp setup if selected

Company / Practice Name

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Step 2 of 5

Tell us about your business 🏢

This helps us configure your agent with the right integrations and workflows for your industry.

Your Role

How many clients do you actively manage?

CRM / Client Management System

Email Provider

Do you use Zoom for client meetings?

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Step 3 of 5

Configure your agent's communication style and daily schedule.

Primary channel (where your agent will reach you)

💬

Drag to rank what matters most. Your agent will tackle these in order of importance.

Anything else you want your assistant to focus on?

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Step 5 of 5

Here's everything we collected. Once you submit, we'll start building your assistant immediately.

Your Info

Business Details

Preferences

Your Priorities

By submitting, you agree to our Terms of Service and Privacy Policy. Your data is stored securely on your dedicated server.

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