Set up your Business Growth Assistant snapshot.

Make consultations bookable.

• 1
  Replace the advisor profile

  The Advisor | SETUP REQUIRED profile ships with a weekday 9 to 5 schedule.

• 2
  Add the meeting link

  The Growth Consultation is a 30-minute virtual meeting.

• 3
  Rename and publish

  Remove the SETUP REQUIRED label and publish the booking type.

Where escalations go.

• 1
  Replace [Advisor Phone Number]

  On the Transfer to an advisor step, with the from-number, hours and time zone.

Team alerts.

• 1
  Select an email sender

  On the three team emails.

• 2
  Confirm the support address

  Leads, bookings and support requests go to your account's support email.

Let Alex answer common questions.

• 1
  Add approved information

  Programs, FAQs, pricing, hours and policies. Alex answers only from this and offers a follow-up otherwise.

Where calls arrive.

• 1
  Assign the agent to your business line

  Calls to that number start the assistant.

Prove it with a synthetic prospect, then go live.

Text version of this diagram

Install the snapshot, set up the Growth Consultation with the advisor, hours and meeting link and publish it, enter the advisor phone, from-number and hours on the transfer step, connect an email sender and confirm the team support address, add approved program information to a knowledge base, assign the agent to the business line, run the acceptance calls with a synthetic prospect, then activate.