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Simple Setup · Instant Results

Up and Running in Under 10 Minutes. Here's How.

Six steps from creating your account to your AI agent answering its first call. No technical skills required. No IT team needed.

The Setup Process

From sign-up to first answered call

Follow the steps below. Each one takes minutes, not hours. By Step 6, your AI agent is live.

1

Create Your Account

Sign up in under 2 minutes using Google or email. We use Google Places to auto-fill your business name, type, and address — just start typing and select your business from the dropdown.

Sign up with Google (skips email verification entirely) or use email
Business name auto-completed from Google Places database
Business type, address, and phone pre-filled on selection
Password with live strength indicator · All data encrypted in transit
Takes about 90 seconds
2

Configure Your Business Details

Tell your AI agent about your business — your services, operating hours, and the FAQs your customers most commonly ask. This is how your AI agent knows what to say.

Set operating hours per day with open/closed toggle and time ranges
Add your services — name, description, and price (optional)
Load your FAQs — pre-populated suggestions based on your business type
We pre-suggest common services for your industry to save time
Takes 3–5 minutes
3

Test Your AI Agent Before You Pay

Before choosing a plan, you can call a live demo number and hear your AI agent in action — using your actual business name and services. No payment required to test it.

Call the displayed demo number from your own phone
The AI greets you using your configured business name and services
Try booking, asking a question, or raising a complaint — see all flows
Not ready to call? Skip this step and continue — it's entirely optional
Optional — skip anytime and go straight to choosing a plan
4

Choose Your Plan

Select the plan that fits your expected call volume. All plans include the AI agent, CRM, and booking management. The only difference between plans is the monthly voice minute allowance.

Free plan — 20 voice minutes/month, no credit card required, live forever
Business plan — 300 voice minutes/month at $99/month, most popular
Enterprise — custom minute allowance for high-volume or multi-location businesses
Monthly or annual billing — save 20% by paying annually
Takes under 1 minute
5

Get Your Dedicated Business Number

The moment you complete your plan selection, a real US phone number is automatically provisioned for your business — powered by Twilio. No waiting, no admin action required.

Phone number provisioned automatically in seconds — no manual steps
Real US number your customers can dial directly
Forward your existing business number to this one — customers keep calling the same number
Your new number, CRM link, and welcome guide delivered by email instantly
Happens automatically — takes zero seconds on your end
6

Go Live — Manage from Your Dashboard

Your AI agent is live. Every inbound call is answered, every outcome is logged in your CRM, and you can manage everything from your browser — on any device, anytime.

AI agent immediately active and answering calls
CRM dashboard shows all calls, bookings, complaints, and callbacks in real time
Reports, transcripts, and voice minutes usage all accessible from one place
Update your services, hours, or FAQs anytime — changes go live immediately
You're live. Your business is now covered 24/7.
What Happens on Every Call

The complete call-to-CRM journey

From the moment a customer's phone rings to the moment your team is notified — here's every step, automated.

Customer Calls
Your business number rings
Twilio Routes Call
Instant connection, zero delay
AI Answers
GPT-4 processes intent
Intent Identified
Booking, complaint, or question
Booking Flow
Collects service, date, time
Collects name, phone, email, address
Reads details back to caller
Verbal confirmation obtained
Booking REF generated
Complaint Flow
Caller describes complaint fully
Collects name, phone, email
Ticket ID generated verbally
Priority set to Medium (default)
TKT reference given to caller
Callback Flow
AI acknowledges it can't answer
Collects name and phone
Query summary captured
24-hour callback promised
Admin notified immediately
Record created in CRM database
Confirmation email sent to customer
Admin notification sent to your team
Full transcript stored
Quick Answers

Still have questions about the process?

Here are the three most common ones. For everything else, visit our full FAQ on the pricing page.

How long does setup really take?

Most businesses are live in under 10 minutes. The longest part is adding your services and FAQs — typically 3–5 minutes if you have that information ready.

Do I need technical skills or IT support?

None. If you can fill in a web form, you can set up CallAgent AI. No code, no technical configuration, no hardware. Everything is browser-based.

Do my customers need to change how they call me?

No. Simply forward your existing number to your new CallAgent AI number, or update your Google Business profile. Customers call the same way they always have.

See the full FAQ on our Pricing page

Ready to see it in action?

Start your free account in 90 seconds. No credit card required. Your AI agent could be live before you finish your next cup of coffee.

Get Started Free Hear the AI Agent First