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