Set up Aida — Question 1 of 12: Business Name

Question 1 of 12

What is the name of your business?

Write it exactly as you say it when you pick up the phone.

Business name, as you answer the phone Read aloud exactly as typed, so write it the way you say it.

Which country do you work in? This sets how phone numbers and call forwarding are explained.

Press Enter to continue

Question 2 of 12

Which trades do you take calls for?

Tick every trade you handle. Visit lengths will follow this list.

Trades you do

Tick every trade you take calls for. Visit lengths below follow this list.

Question 3 of 12

Which areas do you cover?

Add your service areas one by one, as you would say them: postcodes, ZIP codes or towns.

Areas you cover

One at a time: postcodes, ZIP codes, towns or districts, written the way you say them.

Question 4 of 12

When are you open, and what counts as an emergency?

Set your working week and tell us what urgent jobs to flag.

Opening hours

Tick "closed" for a day you do not open. A shift past midnight is two days.

What "emergency" means to you (optional) One line, read back to callers as your words. Leave it empty and we use a sensible default.

Question 5 of 12

Who is on the team, and who goes first?

Add technicians in priority order. Nearest available person still goes first.

Who goes first

Short names, letters and digits only. Use the arrows to rank them. This is a tie-break only: the nearest free technician who can do the job still goes first.

Question 6 of 12

Is there anything a technician cannot do?

Tick any trade to keep that person off those specific bookings entirely.

Anything a technician cannot do

Tick a trade to keep that person off those jobs entirely.

Question 7 of 12

How long does a typical visit take for each trade?

Set average appointment minutes. Once eight jobs are logged, we learn from your data.

Typical visit length, per trade

Whole minutes, 10 to 600. Once eight jobs are logged we learn this from your own data.

Question 8 of 12

What travel buffer are you comfortable promising?

This determines the arrival window we quote to your callers.

Travel buffer you are comfortable promising Sets how wide the arrival window we quote to callers is.

Question 9 of 12

Which phone number will you forward and who is your carrier?

We will give you the call-forwarding steps for your phone network.

The number to forward In the UK a number starting 0 works; otherwise start with +44.

Its carrier

Question 10 of 12

Where would you like bookings sent?

Choose how appointment confirmations reach your team's diary.

Where bookings go You connect the calendar later, with one click, once this form is saved.

Question 11 of 12

Who should receive your call summaries?

Add at least one email for call notifications, and an optional mobile for SMS notes.

Who gets the call summary

One address at least; every one listed gets each summary.

A mobile for a text summary (optional) Include the country code, like +1 415 555 0100.

Where customers can leave you a review (optional) Paste the link to your reviews page. It appears as a button on each job’s proof page.

Question 12 of 12

Are there any words you never want us to say?

Added to my core guidelines as your exact words. I never discuss prices.

Words you never want us to say (optional) Added last to the agent's rules, as your words. It never discusses money whatever you write here.

About six minutes. Nothing is billed until you make a test call and hear your own name.