Onboarding

Set up your
AI receptionist.

Same details She collects on the sales call — plus uploads for your script, phone directory, and docs. After payment and onboarding you’re usually live within hours, always within 24 hours.

Already paid or about to?

What happens after you pay

This form speeds provisioning. Here’s the full path.

  1. 1

    Pay

    Pay on Pricing or via a link She texts (no setup fee). Prefer to hear her first? Call (260) 408-9365.

  2. 2

    We provision (within hours)

    We configure your AI receptionist from this form (and/or the sales call). Usually live within hours of payment and onboarding, always within 24 hours.

  3. 3

    You’re-live email

    Number, setup summary, and transcript preferences.

  4. 4

    Optional uploads (this form)

    Script, phone directory, and docs below help us match your real front desk faster.

Business

We don’t onboard restaurants, bars, cafes, or food service.

Contact
AI receptionist behavior
Voice preference *
Languages *
Spam / robocall filter *
Phone & technical
Number strategy *
New number type
Missed-call text-back?
Call recording OK to disclose? *
Transcripts & digests
Email a transcript after every call? *
Improvement digest cadence

Per-call transcripts are optional. Digests are separate optional improvement summaries.

Integrations

Check every tool you use or want She connected to. Go-live default is Zapier / Make / webhooks (or we configure the bridge) — not a guaranteed native Jobber/Dentrix/etc. connector on day one. Catalog = what we can prioritize bridging. Nothing is required.

Field service

Dental & medical

Legal

Calendar & booking

CRM & sales

Comms & inbox

Accounting & payments

Automation

Okay to connect via Zapier / Make / webhook if a native connector isn’t ready yet?
Compliance (clinics)

For dental / medical practices using She as a scheduling & intake assistant.

Do you need a Business Associate Agreement (BAA)?

If you select yes, we’ll email a BAA for signature as the next step. Clinics: for-dental → HIPAA · Privacy → HIPAA.

Files

PDF, DOC/DOCX, TXT, CSV, XLSX, PNG, JPG. Optional but helpful.

Payment & extras

Sends to [email protected]. We’ll confirm and set you live after payment clears.