Who Is This Service For?
Inbox AI Pro is designed for local businesses and agencies that want to start using AI immediately, without wasting hours on complicated setup, prompt tuning, or technical guesswork. If speed, simplicity, and impact matter, this service is built for you.
Done-for-You Setup, Tailored to Your Client’s Business
We handle the complete setup from end to end—branding, configuration, and AI training included. Your client’s AI Receptionist will be customized to match their business tone, respond naturally, and integrate with their preferred tools. It’s turnkey automation, purpose-built for their industry.
Performance Optimization & Advanced Implementation
During the first 30 days, we don’t just launch—we optimize. Our team fine-tunes the AI’s behavior, adds powerful custom capabilities, and connects with tools like BookMeNow or other systems using accessible APIs. Whether it's booking appointments or syncing real-time inventory, we make AI work harder for your clients.
No Tech Skills Needed—Just Results
Your clients don’t need to be tech-savvy to benefit from powerful AI. We handle all backend integration and deliver easy-to-follow training, so your clients can confidently manage their AI Receptionist from day one. It’s frictionless automation—fully managed, fully effective.
What to expect
1. Fulfillment Form
Purchase AI Receptionist Setup, then contact support@rodcketdriver and confirm the purchase has been made. Our team will create a project in Basecamp and provide you with a detailed fulfillment form. This form gathers the essential business information, preferences, and access credentials we need to ensure a smooth setup experience from start to finish.
2. Onboarding Call
Next, we will provide you with instructions on how to schedule an onboarding call with one of our setup specialists. During this call, we'll take the time to understand your business goals, gather details for the AI Receptionist's knowledge base, and tailor your lead capture workflows. If you're a U.S.-based business, we'll also collect the required legal information to begin your SMS registration.
Please Note: We require access to the backend of your website to install the chatbot and lead form.
3. AI Receptionist Setup
After onboarding, our team gets to work setting up your AI Receptionist. We'll brand and install the web chat widget on your site, configure a customized greeting, and embed a lead capture form that automatically syncs with your CRM. We'll also activate voice capabilities, missed-call text responses, and SMS messaging to ensure no leads slip through the cracks.
4. Training Call
Once the setup is complete—typically within two business days—we'll walk you through your new system in a live training session. You'll learn how to view incoming leads, manage conversations through Inbox, and assign tasks to your team so you can start converting leads right away.
5. 30-Day Check-In
Thirty days after your setup is complete, we'll reconnect for a check-in call. Before the meeting, our experts will review your recent conversations and performance data. During the session, we'll share insights, highlight successes, and recommend updates to ensure your AI Receptionist is running at its full potential.
FAQ
What does the AI Receptionist Setup include?
What does the AI Receptionist Setup include?
This service includes full setup and installation of your AI Receptionist, including branded web chat, a lead capture form, SMS and voice capabilities, CRM pipeline integration, and automation of missed call responses. It also includes onboarding, a live training session, and a 30-day performance check-in.
Do I need to give access to my website?
Do I need to give access to my website?
Yes. We require backend access to your website in order to embed the web chat widget and lead capture form. This ensures the AI Receptionist can capture and route leads effectively.
How long does the setup process take?
How long does the setup process take?
Once your onboarding call is complete and we have everything we need, your AI Receptionist will be fully set up and ready to use within two business days.
What is A2P registration, and do I need it?
What is A2P registration, and do I need it?
A2P (Application-to-Person) registration is required for U.S.-based businesses that want to use SMS messaging. During onboarding, we’ll collect the necessary legal business information to complete the registration process on your behalf.
Can the AI Receptionist actually answer customer questions?
Can the AI Receptionist actually answer customer questions?
Yes. The AI Receptionist can answer common questions using information from your website and business profile. We’ll also add custom FAQs, service details, and specific instructions as needed during setup to help it represent your brand accurately.
How will I know when a new lead comes in?
How will I know when a new lead comes in?
You’ll receive real-time notifications via email, SMS, and directly through the CRM. Each new lead is automatically added to your opportunity pipeline, and your team is notified with a task and reminder follow-ups.
Can the AI Receptionist book appointments?
Can the AI Receptionist book appointments?
Yes, if you use a compatible scheduling tool like BookMeNow. The AI Receptionist can either book appointments directly through the chat or send a link to your booking page, depending on your setup.
Can I use SMS and Voice outside of North America?
Can I use SMS and Voice outside of North America?
No, currently, SMS messaging and voice capabilities are only available to businesses within North America. For international businesses, webchat and WhatsApp messaging are available through the standard edition of Conversations AI.