Getting set up with HeyEthan.ai is simple — and it’s designed to feel human, not “robotic.” Once you submit the Request a Setup Call form, we’ll reach out to confirm your goals, routing rules, and any scheduling or integration needs.
Step 1: Submit a Setup Request
On the Get Started page, you’ll share a few quick details:
- Your name + company
- Your phone number (so we can talk through your workflow)
- Time zone + best time to reach you
- Industry + the package you’re interested in
- What you want HeyEthan.ai to handle (missed calls, booking, routing, lead capture, etc.)
Step 2: We Call You Within 1 Business Day
After you submit your request, one of our team members will call you within 1 business day (often sooner).
On that call, we’ll confirm:
- Your goals (what “success” looks like for you)
- Call flow (what HeyEthan.ai should do for common call types)
- Routing + handoff rules (who gets what, when, and how)
- Scheduling needs (if you want callers to book appointments)
- Integrations (calendar now, CRM/workflows if/when you’re ready)
- Plan fit based on your call volume and requirements
If we miss you, we’ll leave a voicemail and follow up based on the time window you selected.
Step 3: We Build Your Call Flow + Setup
Once we confirm your workflow, we’ll configure your AI receptionist based on your business rules. Typical setup includes:
- A professional greeting that matches your brand
- Structured lead capture (name, phone, reason for calling, urgency)
- Call routing + escalation (who gets the call or message and when)
- Call summaries delivered to you (so nothing gets lost)
- Optional appointment scheduling if you want booking on the call
Step 4: Test Calls + Launch
Before going live, we run test calls with you to make sure everything behaves exactly how you want it to.
We’ll validate:
- Routing accuracy
- Lead capture fields
- Scheduling workflow (if enabled)
- Message delivery to your team
- Edge cases (after-hours, urgent calls, wrong department, etc.)
Then we launch.
What You’ll Want Ready for the Setup Call
To keep things smooth, it helps if you have:
- Your business hours
- A list of your services
- Your preferred call routing (who gets what type of call)
- Any FAQ basics (coverage area, pricing approach, appointment rules, etc.)
- Calendar access details (if you want scheduling enabled)
Don’t worry if you don’t have everything — we’ll walk through it with you.
Ready to Get Started?
If you’re ready to stop missing calls and start capturing leads with a clean, professional call experience, submit your setup request and we’ll take it from there.