At Action2Call, we’ve designed a seamless, user-friendly process that allows you to implement your very own AI agent, customized specifically to your business needs. We know that every company is different, so your AI agent is built to reflect the unique aspects of your business—from how you handle customer inquiries to the specific tone you want to convey. Here’s a detailed breakdown of how the process works from start to finish:
Step 1: Choose Your Plan
We offer three different plans, each designed to cater to a variety of business needs. Whether you’re a small business just starting out or a larger company requiring more robust AI support, we have an option for you.
Once you’ve selected the plan that’s the best fit for your business, you’ll immediately receive an email containing a secure link to access our client portal.
Step 2: Log into the Client Portal
The client portal is the central hub where you will manage your setup and ongoing services. Upon logging in, you will have access to all the tools and resources needed to get your AI agent up and running. From here, you can manage your account, view tutorials, and begin the customization process.
One of the key features of the client portal is the A2C Questionnaire, which is the next step in customizing your AI agent.
Step 3: Complete the A2C Questionnaire
The A2C Questionnaire is a vital part of the process that helps us understand the unique aspects of your business. Through a series of detailed questions, we gather the information needed to configure your AI agent so it can seamlessly fit into your operations.
This questionnaire will cover everything from your company’s tone of communication, frequently asked questions, lead handling, and even specific details about how you want your AI agent to respond in various situations. The goal is to make sure your AI agent acts as an extension of your team, reflecting your brand values and services accurately.
Step 4: Set Up Your Billing
While you’re in the portal, you can access the billing section to set up your subscription plan. You can review pricing, choose payment options, and set up recurring billing for seamless ongoing service. Once the payment is confirmed and your questionnaire is submitted, we can begin working on building your customized AI agent.
We pride ourselves on offering affordable solutions, providing AI-powered support that costs significantly less than hiring a full-time receptionist or customer service team. Whether you choose the basic plan or one of our premium options, you’ll enjoy significant savings while still getting top-tier service.
Step 5: We Custom Your AI Agent For You!
Once your subscription is active and we have the information from your completed questionnaire, our team of experts will begin creating your personalized AI agent. This process includes building a knowledge base that integrates all the information you’ve provided, allowing your agent to handle inquiries, engage leads, and assist customers with high accuracy.
Our team ensures that every agent is rigorously tested before delivery, making sure it performs all necessary functions—from answering calls to managing appointments—according to your specifications.
Step 6: Onboarding Meeting
After your AI agent is built and tested, we’ll schedule a comprehensive onboarding meeting. During this session, we’ll walk you through your AI agent’s features, capabilities, and provide a live demonstration. This hands-on training is designed to give you complete confidence in how the agent operates. You’ll also have the opportunity to ask questions and explore different ways to leverage your new AI-powered assistant.
This onboarding phase is crucial as it provides you with all the necessary tools to effectively manage your agent, adjust its settings, and understand how it can best serve your business. Whether it’s answering inbound calls or gathering lead information, we make sure you’re fully equipped to maximize its potential.
Step 7: Inbound Call Functionality Setup
The next step is to integrate your AI agent with your company’s inbound call system. We’ll work closely with you to set up this functionality, ensuring that every incoming call is routed directly to your AI agent. This means no more missed opportunities—your agent will handle calls 24/7, engaging with leads or customers the moment they contact you.
By responding immediately, your business can capture more leads and improve conversion rates. In fact, 98% of leads convert when contacted within 3 minutes, compared to just 36% when contacted after an hour. With your AI agent in place, you’ll always be ready to respond.
Step 8: Outbound Calling Setup (for Gold & Platinum Plans)
If you’ve chosen the A1 Connect Gold or A1 Connect Platinum plan, we’ll help you set up outbound calling functionality as well. This feature is perfect for businesses that need to follow up on leads or manage existing customer relationships proactively.
We can integrate your AI agent with your CRM (such as Keap or other systems), allowing your agent to make outbound calls, send reminders, or follow up on leads automatically. This is particularly valuable for sales-driven businesses, where timely outreach can make all the difference.
By automating outbound calls, you can maintain constant contact with leads and clients without adding extra workload to your team.
Step 9: Ongoing Support and Customization
Even after your AI agent is fully operational, we continue to offer ongoing support. If you ever need to update your knowledge base, change your call scripts, or tweak any settings, our team is available to assist. As your business grows, your AI agent can be easily modified to adapt to new products, services, or operational needs.
Our customer support team is available to ensure your AI agent is always functioning optimally, helping you maintain smooth communication with your customers around the clock.
Why Timing Matters: The Importance of Quick Response
A significant part of why Action 2 Call is so effective lies in the speed of response. Studies show that 82% of consumers expect a response within minutes, and the business that responds the quickest is often the one that secures the customer. Missing out on timely communication can cost you not just leads but also potential revenue.
By setting up an AI agent with Action 2 Call, your business ensures that no lead is left waiting. Whether it’s answering questions, scheduling appointments, or even collecting payments, your AI agent is always available to step in—any time of day or night.
Ready to Get Started?
With our streamlined process, you can have a fully functional AI agent handling your business needs in no time. Choose a plan that fits your requirements, complete the A2C Questionnaire, and let us take care of the rest. From inbound call handling to outbound follow-ups, your AI agent will be an integral part of boosting your business’s communication efficiency.
Start today and transform the way you handle leads, customers, and sales!