Client onboarding

Welcome to Automyx

Thanks for signing up. This page shows what happens next, everything in your plan, and the info we need to set it all up. Most clients are live in about 7 days.

What happens next

  1. Today

    Fill out the setup form

    It takes about 10 minutes. Rough answers are fine, we'll go over everything together. Your payment receipt from Stripe is in your email.

  2. Day 1

    Kickoff call (15 minutes)

    We go over your answers, how you want calls handled, what counts as urgent, and anything the AI should never say or promise.

  3. Days 2 to 4

    We build it

    We write your AI's script, set up your lead replies, follow-ups and review requests, and connect your calendar. You don't have to do anything.

  4. Day 5

    You test it

    Call your AI number, fill out your own website form and see exactly what your customers will see. Tell us what to change and we change it.

  5. Day 6

    Switch it on

    We walk you through forwarding your missed calls (about 2 minutes) and connecting your website form.

  6. Day 7

    You're live

    Every call and lead gets answered. You get an email for each one with who it was and what they need, plus your daily briefing.

  7. After that

    We keep improving it

    We watch the calls, fix anything that sounds off and add your new services or prices whenever you tell us.

Everything we set up

Here's every part of Automyx and which plans include it.

AI phone receptionist

Answers the calls you can't get to, day and night, in a natural voice. Answers your common questions, books the job and sends urgent calls to your phone. You keep your number.

Pro and up

Instant lead replies

Every website and ad lead gets a personal text or email in under 60 seconds, before they call the next company.

Every plan

Lead follow-up

People who didn't book get friendly check-ins on day 1, 3 and 7 until they say yes or no.

Every plan

Google review requests

Every customer gets your Google review link after the job. If someone had a problem, their reply comes straight to you so you can make it right.

Every plan

Daily briefing

An 8am email with today's jobs, new leads and who to call back.

Every plan

Confirmations and reminders

Customers get the appointment in writing and a reminder the day before. Fewer no-shows.

Growth and up

Quote follow-up

Every estimate you send gets a polite follow-up, and you get a nudge when it's time to call.

Growth and up

Past-customer campaigns

A personal offer to your old customers that fills slow weeks.

Growth and up

Show up in AI search

We get your Google profile, listings, reviews and website in shape so ChatGPT, Gemini, Claude, etc. can find and recommend you.

Pro and up

Website AI chat

Answers visitors' questions on your website and turns them into bookings.

Premium and up

Monthly customer email

A friendly monthly email to your customer list with a seasonal offer.

Premium and up

Reports and strategy calls

A monthly results report on Growth and up. Premium adds a monthly strategy call, Elite adds a weekly report.

Growth and up

What's in each plan

What you getStarter$197/moGrowth$397/moPro$797/moPremium$1,497/moElite$2,497/mo
AI reply to new leads in under 60 secondsIncludedIncludedIncludedIncludedIncluded
Follow-ups until they bookIncludedIncludedIncludedIncludedIncluded
Google review requestsIncludedIncludedIncludedIncludedIncluded
Booking reminders + quote follow-upNot includedIncludedIncludedIncludedIncluded
AI phone receptionist, 24/7Not includedNot includedIncludedIncluded2 lines
Call minutes a monthNot includedNot included1,0002,5005,000
Website AI chatNot includedNot includedNot includedIncludedIncluded
Show up in AI search (ChatGPT, Gemini, Claude, etc.)Not includedNot includedSetupMonthlyMonthly
Reactivation campaignsNot included1 / year2 / year4 / yearMonthly
ReportsDaily briefingMonthlyMonthlyMonthly + strategy callWeekly
SupportEmailEmailPrioritySame-dayDirect text line

Setup fees and full details are on the pricing page.

How call forwarding works

For plans with the AI receptionist. Your phone still rings first. If you don't pick up, the call goes to your AI. We'll give you your AI number on the kickoff call, so wait until then to dial anything.

T-Mobile, AT&T, Metro, Mint

Dial **004* + your AI number + # and press call.

To turn it off, dial ##004#.

Verizon, Visible

Dial *71 + your AI number and press call.

To turn it off, dial *73.

Office phone or app

RingCentral, Ooma, Grasshopper, Google Voice and most landlines have a "forward when unanswered" setting.

We'll do it with you on a call.

What we need from you

  • Your services and rough pricesPrice ranges are fine. The AI never quotes a firm price unless you tell it to.
  • Your most common customer questionsThe 5 to 10 things people always ask, with your answers.
  • Your hours and service areaCities or zip codes you cover, and whether you do after-hours or emergency work.
  • Your calendar or job softwareGoogle Calendar, Outlook, Jobber, Housecall Pro, ServiceTitan or paper. We work with what you have.
  • Your Google reviews linkSearch your business on Google, click "Ask for reviews" and copy the link. Or we'll find it for you.
  • Your customer listOnly if your plan has past-customer campaigns or monthly emails. A spreadsheet export is perfect.

Setup form

Only the first four are required. Skip anything you're not sure about and we'll cover it on the kickoff call. Your answers save on this device as you type.

About you
Your business
Your phone and tools
Kickoff call

By sending this you agree to our Terms of Service and Privacy Policy. Please don't include passwords or card numbers.

Common questions

Do I keep my phone number?

Yes. Your number stays the same. Calls you don't pick up get forwarded to your AI receptionist, so customers never know the difference.

What if a caller wants a real person?

The AI takes their name, number and what they need, and you get it by email right away. Urgent calls are flagged so you can call them back first.

Can I change what the AI says?

Anytime. Email us or tell us on a call and we update it, usually the same day.

Will it say anything wrong about my business?

It only uses what you give us. If it doesn't know an answer, it takes a message instead of guessing.

Do you need my passwords?

No. We'll never ask for a password by email or text. If we need access to something, like your calendar, we set it up together on a call and you stay in control.

How do billing and canceling work?

It's all in our Terms of Service, written in plain English. If anything is unclear, just ask.

Questions?

Call (951) 709-0520 or email [email protected]. You'll hear back the same day.