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Welcome to InstantOffice™

We’ll have your AI-powered back office live in about 72 hours.
Step 1: Complete this quick onboarding form.
Step 2: Book your setup call.

Provide the details below to configure your InstantOffice.

Step 1 of 5

20%

Business Information

Business Name(Required)

Business Category(Required)

Primary Contact First Name(Required)

Primary Contact Last Name(Required)

Business Phone Number(Required)

Contact Email(Required)

Enter Email

Confirm Email

Business Details

Logo Upload

Accepted file types: jpg, png, jpegonly, Max. file size: 64 MB.

Website URL

Operating Hours(Required)

If custom hours, enter details here

What services do you offer?(Required)

Call Handling Setup

Do you want us to use a custom greeting?(Required)

Yes

No, use a standard professional greeting

Custom Greeting Script

If yes, enter your preferred greeting script.

Where should leads be forwarded? (Email)(Required)

Enter Email

Confirm Email

Where should leads be forwarded? (Phone)(Required)

Appointment Booking Preference(Required)

InstantOffice Calendar (recommended)

Sync with Google Calendar

Sync with Outlook Calendar

Don’t schedule — just send leads

Qualifying Questions

What questions should the AI ask callers to qualify them?

If a caller needs urgent help, how should we respond?(Required)

What should happen if the AI cannot answer a question?(Required)

Forward the call to my phone

Take a message and email it

Text me

Other (specify below)

Describe what should happen.

SMS Follow-Up (if applicable)

How soon should SMS follow-up be sent?

What should your SMS follow-up message say?

Who should receive SMS follow-up?

Missed callers only

All callers

Only qualified callers

Additional Notes

Anything else you want your AI Receptionist to know?

AI Configuration Consent(Required)

I authorize InstantOffice to configure my AI receptionist, CRM, and follow-up system based on the information provided

Check all that apply.

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