AVA Client Intake

Let's build AVA around your phone.

About 15 minutes. Answer what you can — anything unclear, we finish it together on your call.

01 / 07Business

The basics — who you are and what you do.

Business name * Enter your business name.

Your name * Enter your name.

Industry * Pick your industry.

City + service area optional

Website optional

Years in business optional

02 / 07The Line

The number AVA answers and how it runs today.

Number AVA will answer * Your main business line, or a new number we route. Enter the number AVA should answer.

Who answers it today? * Tell us who answers now.

OK to forward the line to AVA? optional

Business hours optional

What should happen after hours? optional

Calls per month (estimate) * A rough number is fine.

% you miss right now optional

03 / 07What AVA Says

How AVA talks to your callers.

Your services * List at least your main services.

Top caller questions + your answers optional

Prices AVA may quote optional Leave as "Never quote prices," or list what AVA may say.

What counts as an emergency + what AVA should do optional

Anything AVA must NEVER say or do optional

04 / 07Booking + Systems

Where AVA books and what it writes to.

Calendar / scheduling system * Pick what you use (or "None yet").

Typical job length + buffer rules optional

CRM (if any) optional

Where should call summaries go? optional

I need AVA to write into specific fields in my CRM (field-by-field mapping).

05 / 07Ripcord

When AVA should hand a call to a human.

Transfer-to number optional

VIP callers AVA should recognize optional

Trigger words that hand off instantly optional

When should AVA take a message vs. transfer? optional

I need live warm-transfer orchestration — multi-step routing between people or teams.

06 / 07Identity + Compliance

How AVA introduces itself, and your consent settings.

AVA's greeting * AVA always answers by name — never "she." Give AVA a greeting.

OK for AVA to disclose calls may be recorded? * Choose yes or no.

OK for AVA to text callers confirmations? * Choose yes or no.

07 / 07Plan + Start

Pick your plan and your go-live target.

Plan * Not sure? Pick the closest — we confirm on the call. Pick a plan.

Target go-live date optional

Billing email * Enter a valid email.

I agree that AI Voice Agency and AVA may call and text the number(s) I provided about my build and account, including via automated systems. Consent isn't a condition of purchase. Msg & data rates may apply; reply STOP to opt out. See our Privacy Policy and Terms.

Your build starts now.

Shane will confirm your go-live window. Everything you just told us is already in front of the build team.

What happens next

We map your call flow from your answers and build AVA around it.
Shane confirms your go-live window and anything that needs a quick call.
You hear AVA on your own line before it ever answers a real customer.