We need accurate business information, approved call-handling rules, and access to the systems included in your implementation.

Business setup checklist #

• Business name, pronunciation, services, hours, time zone, and holiday exceptions.
• Approved answers to common questions and information the assistant must not promise.
• Intake questions, notification recipients, and transfer destinations.
• Busy, unanswered, and after-hours behavior.
• Calendar or integration access when included, along with the right account permissions.

For restaurants #

We also need an approved menu with prices, sizes, options and modifiers; pickup and delivery policies; any delivery minimum, service area, fees and tip rules; payment workflow; and reservation rules when selected. Menu information must be complete before ordering tests begin.

Approval and access #

Use the agreed secure access method rather than putting passwords or card details into a public form. We review and test the configuration with you before launch. Request a consultation.