BookingBot — Agent Setup
BookingBot

Agent Setup

Tell us about your business so we can configure your AI agent perfectly.

Or book a setup call instead →
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Company Agent Services Scope Promos Booking Delivery Objections Review

Company Info

How should the agent introduce your company to leads?
Please enter your company name.
Please enter your website URL.
Used by the agent to build trust and credibility with leads.

Agent Details

The first name your AI agent will use when speaking with leads.
We'll assign a local number with one of these area codes. Provide multiple — first available is used.

Industry & Services

Please select your industry.

Primary Services

Services the agent can book appointments for.
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Supplementary Services

Other services the agent can mention or refer back to you.
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Scope / Qualification

What criteria should the agent check before booking? This helps filter out unqualified leads.

Promotions & Finance

Active promotions and financing options the agent can use to create urgency and overcome price objections.

Appointment & Booking

Availability Schedule

Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday

Notifications & Delivery

Add the people and integrations that should receive notifications, then choose which types each one gets.

📧 Email Contacts
📱 SMS / Phone Contacts
🔗 CRM / Calendar Integrations

Objection Handling

Help the agent handle pushback from leads. The better these are, the higher your conversion rate.

Review & Submit

Please review your details below. Click any section title to go back and edit.

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You're All Set

We've received your agent setup details. Our team will configure your AI agent and reach out shortly.