How it works

From signup to revenue. In a weekend.

Four steps to launch a fully branded AI receptionist agency. The first three are setup — they take about an hour. The fourth runs forever, on autopilot. Below: every detail of what happens at each step.

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The four steps

A weekend of setup. A decade of recurring revenue.

STEP 01

Configure your brand identity

~30 minutes

Activate a workspace, then walk through the branding wizard.

  • Upload your logo (SVG or PNG, transparent background recommended)
  • Define your color palette via hex tokens — primary, accent, surface
  • Set your subscription tiers and per-client pricing
  • Connect your custom domain — we handle SSL automatically
  • Customize transactional email sender name and reply-to address

Every surface your end clients touch — signup form, dashboard, marketing site, alert emails, phone hold music — uses these tokens automatically.

STEP 02

Connect your Stripe account

~5 minutes

OAuth into your existing Stripe account or create a new one. The platform never custodies your funds.

  • Authorize Stripe Connect via the standard OAuth flow
  • Set monthly subscription pricing per tier (e.g. $99 / $149 / $249)
  • Configure trial period — 7, 14, or 30 days
  • Enable optional setup fee or annual billing discount
  • Stripe Tax auto-applies if enabled in your account

Subscriptions deposit directly to your bank on Stripe's schedule. Zero revenue share, zero holdbacks, zero middleman.

STEP 03

Distribute your branded signup link

You decide

Your white-labeled signup page is live at a URL under your domain. Send prospects there however you generate leads.

  • Built-in lead generation CRM with Google Maps prospecting
  • 13 conversion-tested outreach email templates
  • Interactive AI demo phone line (Pro tier) — prospects experience the AI live
  • Pre-built marketing site with hero, pricing, testimonials, FAQ
  • Webhook on every signup — fire any downstream automation

Most agencies use the demo phone line as their primary close. A 30-second call with the AI converts better than a sales deck.

STEP 04

Collect monthly recurring revenue

Automatic

When a prospect completes the signup form, the platform takes over.

  • Stripe charges the first month and starts the subscription
  • Telnyx (or Twilio for non-US) provisions a dedicated phone number
  • AI voice agent is configured for the client's business
  • Welcome and activation emails fire from your sender domain
  • Client receives dashboard credentials and a phone number to test

Total elapsed time from form submission to live AI receptionist: under sixty seconds. The agency owner does nothing except watch the deposits.

Inside step four

What happens in the first sixty seconds.

The moment a client clicks “Sign up” on your branded page, the platform starts provisioning. Here's the timeline.

+0s

Stripe charges first month

Subscription starts. Charge confirmation hits the agency's Stripe dashboard.

+8s

Phone number assigned

Telnyx or Twilio issues a real local number — area code based on the client's business.

+22s

AI agent provisioned

Voice agent configured per the signup answers. Knowledge base seeded with business name, hours, services.

+38s

Dashboard ready

Client workspace created. Credentials emailed. End-client portal ready under the agency's domain.

+52s

Welcome sequence triggers

Onboarding email fires. SMS test invitation sent. AI is ready to take its first call.

After launch

Three audiences. Three interfaces.

VoiceAI Connect is multi-tenant from the first commit. Each role has its own login, its own UI, its own permissions.

You (the agency)

Agency dashboard

Add clients, modify branding, listen to recordings, review revenue. Designed mobile-first.

Your end client

Branded client portal

Each business gets a dashboard under your domain — calls, transcripts, summaries, alerts.

Their callers

The phone experience

Customers call the dedicated number and speak to the AI agent — sub-2-second responses, multilingual, 24/7.

Ready to ship

Start now. Sell by Friday.

Activate a workspace, configure your brand, hook up Stripe, and your branded signup link is live. Most operators have their first prospect call by the end of the trial period.

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