How it Works

How It Works – SmallBiz AI Suite

Get your custom AI assistant demo in 48 hours. Only pay when you’re ready to go live. We make it easy—no tech headaches, no commitments until you say so.

Step 1: Start Your 14-Day Free Trial

Click the button and fill out a quick form (about 10 minutes). We’ll ask for:
  • Your website URL
  • The services you offer
  • How customers usually contact you
  • Any FAQ or training materials
  • Qualifying questions your assistant should ask
  • Your credit card (required to begin setup, but not charged until you approve)
We securely collect your payment info upfront to streamline the process—you won’t be charged unless you decide to go live.

Step 2: Your Demo Assistant Is Ready in 48 Hours

We’ll use your info to build a custom-trained demo version of your AI assistant. You’ll receive:

  • A working chatbot that sounds like your business
  • A chance to test how it handles questions and lead capture
  • Easy feedback options before launch
This is your chance to see what’s possible—before any charges are made.

Step 3: You Approve → We Charge → You Go Live

Once you’re satisfied and ready to activate:
  • We charge your card
  • Assign your phone number (if using voice)
  • Connect your calendar for bookings
  • Make any final tweaks based on your feedback
  • Your AI assistant goes live and starts working

Ongoing Support & Optimization

We stay involved to ensure your assistant keeps getting smarter and better. We’ll help you:
  • Qualify leads
  • Answer FAQs
  • Book more appointments
  • Save time on follow-ups