Our Process

From first call to first booking — here's the process.

We don't believe in black boxes. Here is exactly how we build, test, and integrate your custom customer support agent so you know what to expect at every step.

01 Map 02 Integrate 03 Review 04 Optimize
Step-by-Step

Our Integration Timeline

Step 01

We map your operations

We start with a brief call to analyze your current setup: what customers ask, how your team currently answers, where calls fall through, and how your booking database is structured.

Time Commitment: ~1 hour of your time
Step 02

We build and integrate your agent

We train your agent specifically on your packages, hours, and policies. We configure custom connections to sync directly with your existing systems (such as Mindbody, Teachworks, or Google Calendar).

Time Commitment: 0 hours (we handle everything)
Step 03

Collaborative testing and review

Before launching, we run simulated calls. You get to hear the agent handle real scenarios and queries from your business. We refine the tone and parameters with you until you are completely satisfied.

Time Commitment: ~30 minutes of call review
Step 04

Go live and ongoing optimization

The agent goes live and handles calls 24/7. You get full transcript transparency. We review performance metrics and optimize the agent's scripts as your pricing, services, or calendar rules change.

Time Commitment: Minimal check-ins
Expectation Management

A few things worth being upfront about.

We build professional, operations-grade technology. To make sure we are a good fit, here is what we are not:

It's not a generic chatbot widget.

We build full conversational phone and text support assistants. We don't just bolt a cheap, rule-based text widget onto your homepage that frustrates clients.

It's not a replacement for your software.

We do not migrate your databases or booking platforms. Mindbody, Teachworks, Vagaro, or whatever calendar you currently use stays exactly where it is. We work with it.

It's not "set it and forget it."

A static script becomes obsolete quickly. We manage and actively tune your agent as your booking patterns, FAQ logs, and services evolve.

Get Started

Curious what this looks like for your business specifically?

Contact us to discuss your integration. We'll show you exactly how our custom agents connect to your scheduling tools.

Book a consultation