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AssistantWise Onboarding
Welcome! Let’s get your AssistantWise setup personalized.
This quick onboarding takes about 2–3 minutes.
Your AI assistant will be configured perfectly for your exact business.
What type of business are you?
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What's your business name?
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What phone number should customers text?
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What email should confirmations and replies come from?
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What’s your business address?
Do you have a website?
Choose your preferred communication tone:
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Choose your preferred communication tone:
A
Human Professional (Recommended)
B
Warm & Friendly
How should we handle your business hours?
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How should we handle your business hours?
A
Use your industry’s recommended hours
B
I want to enter custom hours
C
Use my Google Calendar availability
How long is a standard appointment?
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How long is a standard appointment?
A
30 minutes
B
60 minutes (Recommended)
C
90 minutes
D
Custom
How should we handle your pricing?
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How should we handle your pricing?
A
Use price ranges (Recommended)
B
Use exact flat rates
C
Ask the customer for details before quoting
D
I don’t give prices — I quote after seeing the job
Enter your flat rates or attach your price sheet:
Where do you serve customers?
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Where do you serve customers?
A
Entire City
B
Specific ZIP Codes
C
Radius around a specific address
D
Multiple service zones
How many team members take appointments?
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How many team members take appointments?
A
Just me
B
2-3
C
4-10
D
10+
Do you want us to send you appointment notifications?
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Do you want us to send you appointment notifications?
A
Yes, send SMS
B
Yes, send Email
C
Both
D
No, I'll check my dashboard only
What information do you want us to collect from your customers? (Choose all that apply)
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What information do you want us to collect from your customers? (Choose all that apply)
Name
Phone
Email
Address
Photos
Description
Budget / price range
Other
Which tone should we use when talking to your customers?
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Which tone should we use when talking to your customers?
A
Human Professional (Default): Clear, Efficient, Confident
“The schedule is open Tuesday at 2 PM. Let me know if that works.”
“Thanks — the appointment is updated.”
B
Human Warm: Warm, Attentive, Reassuring
“I can set aside Tuesday at 2 PM for you — just tell me what works best.”
“Thanks! You’re all set. If you need anything, just let me know.”
What services do you offer? (Choose all that apply)
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What services do you offer? (Choose all that apply)
What services do you offer? (Lawn Care)
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What services do you offer? (Lawn Care)
What services do you offer? (Snow Removal)
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What services do you offer? (Snow Removal)
What services do you offer? (Tree Care)
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What services do you offer? (Tree Care)
What services do you offer? (Pressure Washing)
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What services do you offer? (Pressure Washing)
HVAC
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HVAC
Plumbing
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Plumbing
Electrical
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Electrical
Handyman
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Handyman
Pest Control
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Pest Control
Roofing
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Roofing
Auto Repair
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Auto Repair
Mobile Mechanic
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Mobile Mechanic
Auto Detailing
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Auto Detailing
Garage Door
*
Garage Door
Residential Painting
*
Residential Painting
Commercial Painting
*
Commercial Painting
Residential Cleaning
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Residential Cleaning
Office Cleaning
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Office Cleaning
Janitorial
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Janitorial
Med Spa
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Med Spa
Estheician
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Estheician
Massage Therapy
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Massage Therapy
Chiropractor
*
Chiropractor
Dental
*
Dental
Orthodontist / PT / Pediatrics
*
Orthodontist / PT / Pediatrics
Property Managment
*
Property Managment
Real Estate Make-Ready
*
Real Estate Make-Ready
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