AI Receptionist Setup: Let's Get You Ready!

Welcome! To get your AI Receptionist fully trained and live within the next 3-5 business days, we need the following information. You can fill out the form now, or if you prefer to gather the details first, copy the form's URL and return when ready. Alternatively, you can email all the details to [email protected].

Contact Information

Full Name

Phone

Direct Contact Email *

2. Business Information (For AI Training & Knowledge Base)

Service Menu & Pricing

Primary Website URL

Call Handling & Forwarding Instructions

AI Forwarding Preference (When Should Your AI Answer?)

All Calls

Missed Calls/ Only When You're Busy

Human Forwarding Phone Number

Notification, Booking & Contact Information

Setup Coordination Phone Number

Primary Booking Calendar Access

New Booking Notification Email(s)/ Mobile Number(s)

Callback SMS Mobile Number(s)/ Email(s)/ Mobile Number(s)

Which AI Receptionist Plan Are You Enrolling For?

Starter

Professional

Enterprise

4. Advanced Integration (Tracker & Enterprise Only)

CRM/Job Management Access

CRM/ Job Management System Name

5i. UK Telecom Regulatory Compliance (KYC)

Why We Need This Information (Please Read Carefully):

To legally provide you with a new local or national business phone number and the associated AI receptionist service, we must comply with stringent UK Telecom Regulations (including Ofcom) and Know Your Customer (KYC) requirements.

These regulations are in place to prevent fraud and misuse of business telephone numbers. We are required to register and verify the identity of the end-user (your garage) with our telecom provider and the UK carrier networks. If you have an established phone number and would not like to use this, we simply forward calls to this number where the AI Receptionist lives.
We are required to create a verified 'Regulatory Bundle' on your behalf before we can activate your new number.

If this information is not provided accurately, or if the documents cannot be verified, the activation of your new phone number will be delayed or may be rejected by the network.

The information you provide here will be handled securely and used only for regulatory verification and service setup.

1. Legal Business Name

2. Business Type

3. Company Registration Number (CRN)

4. Official Trading Address

5. Business Website (URL)

6. VAT Number

7. Upload Proof Of Business- Required ONLY for Sole Traders/Partnerships. Upload one document: a recent HMRC letter, bank statement, or utility bill (dated within the last 3 months) showing the Business Name and Trading Address.

8. New Phone Number Preference

9. Required for E999/E111 compliance. This must be the exact physical location where the phone number will be used (the garage premises).

5ii Authorised Representative Details

1. Authorised Representative Full Name

2. Job Title

3. Authorised Mobile Number

4. Work Email Addres

The Identity of the person responsible (the Authorised Representative), which requires a Photo ID.

I Confirm & Agree

I confirm that the information provided is accurate, and I am authorised to submit this data on behalf of the business. I understand this data is necessary for the telecom network's KYC verification.

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.