10 to 15 minutes
Let's set up your assistant
This short survey helps our team prepare your Set N Forget workspace so conversations sound like you and stay within your guardrails. Submitting this form does not activate AI, connect any accounts, or start messaging.
- 1 Business basics and your offer
- 2 Customers and what the assistant can share
- 3 Conversation behavior and guardrails
- 4 Channels and human handoff
- 5 Booking and follow-up
- 6 Review and submit
No passwords or API keys are requested.
