Guided AI phone setup

Get help setting up your first AI phone post-call workflows.

The setup sprint is for businesses that want AI phone webhook workflows configured, tested, and documented without figuring out every step alone. Choose 1 workflow, 3 workflows, or up to 10 workflows. Each tier includes 14 calendar days of post-handoff support for the workflows configured during the sprint.

1

Pick the workflow

Choose a call log, urgent alert, appointment handoff, CRM update, dispatch handoff, or follow-up task.

2

Connect the destination

Send the right AI phone call details into Zapier, Make, HubSpot, GoHighLevel, Jobber, Housecall Pro, ServiceTitan, Salesforce, Sheets, Airtable, Slack, Teams, or a task tool.

3

Test and hand off

Run sample calls, confirm the result, and document the setup so your team knows how it works.

Sprint map

Focused setup for the first useful workflows.

ScopeChoose the 1, 3, or up to 10 workflows that matter most.
BuildConnect the destination tools and map the call details.
ProveTest with sample calls, then document the handoff.
Operations dashboard used for setup review

Scope

The sprint is built to get useful workflows live, not boil the ocean.

It is a focused implementation session for a business that already has, or is about to have, an AI phone system sending completed-call details to another tool.

Included

  • Workflow selection and setup path
  • Connection to Zapier, Make, Sheets, Airtable, Slack, Teams, email, CRM, job system, calendar, or task tools when access is available
  • Sample-call testing and basic troubleshooting
  • Plain-English handoff notes
  • 14 calendar days of post-handoff support for sprint workflows

You provide

  • Access to the destination tools you want connected
  • A sample call record or expected call details
  • The business rules for urgency, booking, routing, and follow-up
  • A point person who can approve the final workflow behavior

Not included

  • Custom software development
  • Replacing your CRM or phone system
  • Large multi-location rollouts
  • New workflows or integrations outside the purchased tier
  • Ongoing monitoring or managed automation maintenance
  • Legal, medical, or compliance advice

Sprint tiers

Choose by workflow count.

Each tier includes workflow selection, destination-tool setup when access is available, sample-call testing, plain-English handoff notes, and 14 calendar days of post-handoff support for the workflows configured during the sprint.

$297

Starter

1 workflow configured for the single most important handoff or follow-up process.

  • Best for one priority workflow
  • 1 workflow configured
  • Testing and handoff notes
  • 14 days post-handoff support
Book Starter

$597

Growth

3 workflows configured for a basic operating flow around calls, leads, and follow-up.

  • Best for a connected workflow set
  • 3 workflows configured
  • Testing and handoff notes
  • 14 days post-handoff support
Book Growth

$997

Complete

Up to 10 workflows configured for broader front-office automation and reporting handoffs.

  • Best for full setup support
  • Up to 10 workflows configured
  • Testing and handoff notes
  • 14 days post-handoff support
Book Complete

Post-sprint support

Support is included for first-use issues, not ongoing maintenance.

After final handoff, you have 14 calendar days to ask questions, report issues, and request reasonable fixes tied to the workflows configured during the sprint.

Support window

Included support starts after final handoff and runs for 14 calendar days.

Covered

Questions, troubleshooting, handoff clarification, and reasonable fixes for the workflows configured during the sprint.

Outside scope

New workflows, new integrations, ongoing monitoring, managed maintenance, third-party outages, or platform changes after handoff.

After day 14

Use Workflow Rescue for paid post-support troubleshooting.

After the 14-day post-handoff support window ends, additional troubleshooting is available through Workflow Rescue. Rescue is for paid diagnosis and reasonable repair attempts on AFO-configured workflows. It does not include guaranteed fixes, emergency response, ongoing monitoring, managed maintenance, new workflows, or new integrations.

Starter

$197 for 1 AFO-configured workflow after included support ends.

Growth

$397 for up to 3 AFO-configured workflows or one connected workflow chain.

Complete

$797 for up to 10 AFO-configured workflows tied to one broader issue.

Best sprint workflows

Choose the automations that reduce missed work immediately.

Urgent call alert

Send urgent calls to the owner, manager, dispatcher, or on-call person fast.

Booked appointment handoff

Send booked calls to the front desk, calendar, dispatcher, service advisor, CRM, or job system.

Unbooked follow-up task

Create a callback task when a caller does not book during the call.

Owner visibility log

Track call outcomes in a sheet so the owner can see what happened this week.

1. Confirm scopeChoose the workflow count and the tools each workflow should update.
2. ConfigureMap the call details and set up the first version.
3. TestUse sample call data to confirm routing, alerts, and records.
4. HandoffReceive notes your team can use after the sprint, plus 14 days of support for the configured workflows.