Guided Business Intake

Tell us about your business

Answer a few guided questions so AI Call Port can prepare the right system, pricing, and activation path for your business.

Step 1 of 3
Section 1 of 9

What is your business called?

This will be used for your system profile, dashboard identity, and activation records.

How should we contact your business?

These details will be used for account setup, verification, and activation.

If you do not have a website yet, you can continue without one.

Where does your business operate?

Your market and industry help us prepare the right activation path and system behavior.

Country

Industry

How does your business usually work with customers?

Choose the option that best matches how calls usually turn into business activity.

Do you want scheduling enabled?

Scheduling can be added for service appointments, sales appointments, or dispatch-style workflows.

Scheduling is available as a monthly upgrade.

How many staff members need access?

This helps us prepare seat count, dashboard access, and team workflow setup.

Staff access

Scheduling includes 3 staff seats. Additional seats are added only if needed.

Location setup

Locations

Do you want outbound follow-up for your existing leads?

Outbound follow-up helps your business work existing leads more effectively using text, call, or text-then-call workflows.

Where do your leads currently come from?

Outbound Follow-Up uses your existing leads and uploaded data. It does not require you to buy lead lists.

What else should be included from the start?

Choose any additional setup needs your business wants prepared before review and activation.

Setup choices

Which languages do you need?

Choose the languages your business wants prepared from the start.

Language support

This step only appears if additional language support is included.

Which CRM do you currently use?

Tell us which CRM your business already uses so integration can be prepared correctly.

External CRM integration

This step only appears if external CRM integration is included.

Your business intake is ready

We now have the key information needed to prepare your system, pricing review, and activation path.

Business

Market

Scheduling

Outbound

CRM and Languages

Next step

Review and verification

You will review the prepared system, pricing, verification, and signing before testing.
Business identity comes first so the rest of the setup stays personalized.