Setup Guide

Greet Setup Guide

We'll customize Greet for your business and guide you through the launch process.

Setup typically takes a few business days after your onboarding call. No technical work required on your end.

What You'll Need

We make setup simple. Here's what we'll ask for during your setup call:

Business Name

How Greet should answer the phone

Business Hours

Normal hours and after-hours behavior

Service Area

Cities or regions you cover

Phone Number

Your existing business number

Email Address

Where to send call logs and alerts

Services Offered

Plumbing, HVAC, electrical, etc.

1 Step 1

Book Your Setup Call

We'll hop on a quick 15-minute call to learn about your business. We'll ask about the services you offer, how you want emergencies handled, and what tone feels right for your brand.

No tech knowledge required. We handle everything on our end.

Book a Setup Call

You

Business Owner

"We need someone to answer calls 24/7 and catch emergencies."

Our Team

Setup Specialist

"Perfect. We'll train Greet to handle that exactly how you want."

Behind the Scenes

Custom Script Training

We teach Greet your business name, services, and how to respond

Emergency Detection Rules

Set up alerts for burst pipes, no heat, power outages, etc.

Tone & Personality

Friendly, professional, or direct—your choice

Testing & Quality Check

We test real scenarios before you go live

2 Step 2

We Customize Greet for Your Business

After the call, our team gets to work. We train Greet on your specific trade, set up emergency detection rules, fine-tune the tone, and test everything.

Setup typically takes 3–5 business days, depending on your business complexity and any custom requirements. We'll email you when Greet is configured and ready for you to review before go-live.

You don't lift a finger. We handle all the technical setup and testing on our end.

3 Step 3

Forward Your Calls

You keep your existing business phone number. Your customers won't notice a thing.

We'll provide simple call-forwarding instructions for your phone carrier. It takes about 5 minutes to set up. You can turn call forwarding on or off anytime.

No new phone number needed.

Turn forwarding on/off whenever you want.

Your Business Number

(555) 123-4567

Greet AI Receptionist

Answers 24/7

24/7 Answering

Every call answered, day or night

Emergency Alerts

Instant notifications for urgent jobs

Call Summaries

Clean logs sent to your email or SMS

4 Step 4

Go Live & Start Capturing Jobs

Once call forwarding is turned on, Greet starts answering immediately. Every incoming call is handled professionally, and you'll get:

  • 24/7 phone answering so you never miss a call again

  • Emergency alerts sent immediately via email or SMS

  • Call summaries with customer details and job info

You focus on the work. Greet handles the calls.

After You're Live

We don't just set you up and disappear.

Week One Optimization

During your first week, we monitor calls and make adjustments. If Greet needs to handle certain questions differently, we fine-tune the script. Think of it as a trial run with full support.

Ongoing Support

Need to update your hours, add a new service, or change how emergencies are handled? Just email us. We make updates quickly, usually within 24 hours.

Need Help?

Email us anytime at [email protected]

We typically respond within 1 business day

Can I Change or Cancel?

We keep things simple and flexible.

Month-to-Month Billing

No long-term contracts. You're billed monthly and can cancel anytime.

Cancel Anytime

Just email us. Cancellations take effect at the end of your billing period. No penalties.

Update Anytime

Need to adjust hours, services, or emergency rules? We make updates fast.

See our Cancellation & Refund Policy for full details.

Ready to Get Set Up?

Book a quick setup call and we'll get your configuration underway. Setup typically takes a few business days.

Setup typically takes a few business days after your onboarding call. Cancel anytime.