Setting Up Your AI Front Office

Getting started takes about 24 hours from sign-up to live. Here's what to expect.

Step 1: Sign Up

Choose your plan at ezbizservices.com and complete checkout. You'll receive a confirmation email immediately.

Step 2: Onboarding Call

We'll schedule a 30-minute onboarding call to gather your business details:

• Business name and hours — when should the AI answer vs. send to voicemail?
• Services offered — what questions do customers commonly ask?
• Appointment types — what can be booked, and how long is each slot?
• Calendar integration — which calendar system do you use?
• Custom greetings — how should the AI introduce itself?

Step 3: Number Setup

You'll get a dedicated business phone number, or we can configure call forwarding from your existing number.

Options:

• New number — we provision a local number for your area
• Forward existing — set up forwarding from your current number to the AI
• Port number — transfer your existing number to our system

Step 4: Testing

Before going live, we run test calls to make sure everything works:

• AI answers correctly
• Appointments book to your calendar
• Notifications reach you
• After-hours handling works
• Missed call texts send properly

Step 5: Go Live

Once testing passes, your AI receptionist is live. You'll get access to your dashboard where you can monitor everything.

What You'll Need

• A business email address
• Your business hours
• A list of services you offer (with approximate durations)
• Calendar access (Google Calendar, Outlook, or similar)
• Your Google Business Profile link (for review requests)

Timeline

Step	Time
Sign up	5 minutes
Onboarding call	30 minutes
Configuration	2-4 hours (we handle this)
Testing	1-2 hours
Total	Live within 24 hours