CallPal Set-up Guide

Get your AI phone assistant up and running in minutes. Here's how simple it is to start saving time and money.

Simple 3-Step Process

1

Tell Us Your Basic Information

Provide your business details, services, and availability. Our AI learns about your business to provide accurate and helpful responses to your customers.

This includes your business name, services offered, operating hours, and any special instructions for your AI assistant.

2

Connect Your Software

Link your CallPal AI agent with your existing business software like Square Appointments on the agent management page. This allows your AI to manage appointments seamlessly.

Supported integrations: Square Appointments, Acuity Scheduling, and more coming soon!

3

Start Receiving Calls

Replace your original phone number with the new CallPal number. Your AI assistant will answer questions and help customers create or cancel appointments automatically.

Your old number will still work for human transfers when customers specifically request to speak with a person.

What Your AI Assistant Can Do

📅

Book Appointments

Automatically schedule appointments based on your availability and customer preferences.

Cancel Appointments

Handle cancellations and rescheduling requests with ease.

Answer Questions

Provide information about your services, hours, and policies.

🔄

Human Transfer

Seamlessly transfer calls to you when customers need human assistance.

📊

Track Analytics

Monitor call performance and customer interactions in real-time.

24/7 Availability

Never miss a call again with round-the-clock AI assistance.

Understanding Your Phone Numbers

📞

New CallPal Number

Customers call this number for AI assistance

AI handles appointments and questions

24/7 availability

👤

Your Original Number

Still works for human transfers

Customers can request to speak with you

Maintains personal touch when needed

Ready to Get Started?

Join hundreds of businesses already saving time and money with CallPal

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