Most businesses we work with go from sign-up to live calls on day one, without engineers. Here is the checklist we walk them through.
1. Describe your business (30 minutes)
Tell the operator builder what you do, your hours, services, prices, and policies, or point it at your website. It drafts an operator with a greeting, a knowledge base, and the tools it needs. Review the draft carefully, because this is where most quality comes from.
2. Connect your tools (30 minutes)
Link your calendar so the operator can book real slots, and your CRM so new contacts and outcomes sync automatically. Add a payment link if you collect deposits or balances.
3. Get a number (10 minutes)
Buy a local number for $2 a month or a toll-free number for $4 a month, or forward your existing line to Neyvo. For SMS in the US, complete carrier registration so your messages are delivered reliably.
4. Test like a customer (1 hour)
Call and text your operator the way real customers would, including the awkward cases.
- Ask for a time that is already booked.
- Change your mind halfway through.
- Ask something the knowledge base does not cover, and check that it hands off politely.
- Say you want to speak to a person.
5. Go live and review daily (ongoing)
Turn on one channel first, usually after-hours calls. Review transcripts and outcomes every day for the first week, and correct anything the operator got wrong. Once you are confident, add SMS, email, web chat, and outbound campaigns.