After email verification, you enter business details and choose how customers will reach your AI agent.
Business info step
| Field | Validation | Notes |
|---|---|---|
| Business name | At least 2 characters | Spoken by the agent and shown on invoices. |
| Industry | Required selection from grid | Sets default greeting and conversation script template. |
| Country | US, UK, AU, PK operational; IN may show coming soon | Determines phone vs WhatsApp path and regulatory rules. |
| Street address | At least 5 characters | Service address for billing and carrier compliance. |
| City | At least 2 characters | Must match your real operating location. |
| State / region | Format validated per country | US state, UK county, AU state, etc. |
| Postal code | Validated per country | ZIP, postcode, or Australian postcode format. |
| Currency | Auto from country | Used for plan display and billing. |
| Timezone | Recommended selection | Drives business hours open/closed logic. |
Order and reservation alerts are emailed to your account email. The agent does not ask callers for email addresses unless your script explicitly includes that step later.
Your phone line step (US, UK, AU)
- Search available numbers by area code or digits.
- Select one line from the results list. This becomes your public AI line after payment and provisioning.
- Validation requires a picked number before Continue unless you are restoring a prior subscription with a preserved choice.
Button: Search / Select number
Refreshes inventory and locks your selection for checkout. You can change the number before Proceed to payment if inventory allows.
WhatsApp AI step (PK, IN)
Replaces the phone line step when WhatsApp is your primary channel. Copy explains Urdu or regional receptionist behavior over text and voice notes. Continue when connection prerequisites shown on screen are satisfied.
Regulatory docs step (UK and AU phone only)
Inserted automatically after phone line selection when your country is United Kingdom or Australia.
United Kingdom uploads
- Proof of identity: Passport, national ID, or driving licence.
- Proof of address: Utility bill or bank statement dated within the last 3 months.
- Business registration: Certificate of incorporation or Companies House extract.
Australia uploads
- Proof of identity: Passport or Australian driver licence.
- ABN or ACN registration: Australian Business Number or company registration document.
Each requirement must have an uploaded file before Continue enables. Documents are reviewed by the carrier; Overview later shows a pending review banner until approval.