How to run the desk behind a receptionist you still manage.
How to wire up your lead sources, configure the AI, manage billing, and call the API. Six pages — pick one to start, or work through them in order. Questions we missed go to [email protected].
Quickstart
Provision your tenant, wire up your first lead source, and watch the AI reply in under 60 seconds.
Read moreLead Intake
Connect website forms, missed-call SMS, email, and Meta lead forms. Field mapping and dedupe rules.
Read moreAI Configuration
Tone, scripts, guardrails, quiet hours, escalation rules, and per-trade qualification questions.
Read moreBilling
Plans, bundles, proration, invoices, and the customer portal. How to upgrade, downgrade, and cancel.
Read moreSettings & Team
Business profile, service area, technician roster, integrations, and the cheapest-start path.
Read moreAPI Reference
Read-only API keys (Pro and above) and the structured JSON shapes for every resource.
Read moreProduct Roadmap
Overall trade ecosystem vision, active sprint deliverables, and upcoming integrations (Google, Jobber, Housecall Pro, QBO).
Read more