1Method

2Basics

3Forwarding

4Rules

5Services

6Industry

7Upload files

8Personality

9Review

10Status

Choose your monthly plan

Choose Starter, Core, or Pro

Launch Setup is a one-time $149 fee, and the setup style you choose does not change monthly pricing.

1. Setup Style

Setup style changes who does the setup work. It does not change the monthly plan price.

Self-Guided Launch You do the setup yourself, then WelcomeOps reviews and approves it before go-live. Guided Launch WelcomeOps helps set it up and prepare the profile before approval.

Launch Setup policy

Launch Setup is a one-time $149 fee on subscription plans. Setup style can change the amount of help you receive, but it does not change the monthly rate.

2. Business Basics

Business name Industry Business type/subcategory Website Main business phone Forwarding destination number Business email Business address Service area Time zone Number of locations Primary contact name Primary contact phone Primary contact email

3. Phone Provider + Call Forwarding

Choose the phone provider for the number customers call today. WelcomeOps will show conditional call forwarding instructions for that provider family.

Phone type Carrier/provider Account type PBX / phone system notes

Your Call Forwarding Instructions

Choose a provider to show conditional forwarding instructions.

I confirm I am authorized to configure this business phone number, will use conditional call forwarding unless WelcomeOps approves another method, and will complete a test call before treating the receptionist as live.

4. Business Hours + After-Hours Rules

Monday Tuesday Wednesday Thursday Friday Saturday Sunday

Holiday hours Closed-day behavior After-hours behavior Emergency instructions When to take a message When to transfer When to decline or redirect

5. Services / Offers / FAQs

Services offered Pricing AI can mention Common questions Common objections Booking requirements Cancellation rules Refund rules Areas served Languages supported Things the AI should never say

6. Industry-Specific Details

Fields update based on your selected industry.

7. Upload Training Materials

Private review queue Upload files, links, recordings, menus, service lists, FAQs, and notes.

Materials help WelcomeOps draft the receptionist profile, but nothing from an upload can go live until the generated profile is reviewed and approved.

Required acknowledgment Check the warning box to unlock file selection.

Links and notes can be collected here too, so customers know this is the training-materials step even before files are selected.

Sensitive information warning

Do not upload sensitive personal information, passwords, financial account details, private customer records, medical records, Social Security numbers, payment card information, employee HR files, or confidential legal documents. Only upload information you want your AI receptionist to use when answering business calls.

I understand I should not upload sensitive personal, financial, medical, legal, password, or confidential customer information.

This acknowledgment applies to files, links, and plain text notes. It is required before the setup can be submitted.

Training files Check the acknowledgment above to unlock file selection. Max 20 files, 25 MB per file. Files are not processed until reviewed. YouTube, website, Google Drive, or Dropbox links Plain text notes

8. Receptionist Personality

Tone Voice preference Choose one sample voice for English or native Spanish.

Sample voice preview English - Friendly female

Hi, thanks for calling WelcomeOps. How can I help today?

Ready

Greeting Business pronunciation notes Words/names the AI must pronounce correctly Escalation style SMS follow-up preference SMS delivery is not available in this setup flow.

9. Review Generated Receptionist Profile

Before submission, this is an intake summary. After submission, WelcomeOps shows the generated receptionist profile returned by the server for customer approval. Uploaded materials cannot directly change live behavior without review.

10. Provisioning Status

Before submission

By submitting setup information, you confirm that you are authorized to provide the business information, phone-provider details, links, and training materials, and that you have reviewed the WelcomeOps Terms, Privacy Policy, Billing Policy, Acceptable Use Policy, and AI & Voice Disclosure.

I agree to the Terms, Privacy Policy, Billing Policy, Acceptable Use Policy, and AI & Voice Disclosure.

WelcomeOps will not show this receptionist as live until customer approval and forwarding/test completion are both represented.

Launch setup option

Setup Summary

Pricing

$149/month100 answered calls/month $349/monthRecommended250 answered calls/month $599/month500 answered calls/month

Launch Setup is $149 one-time and is charged on the subscription checkout.

Starter, Core, and Pro are the only public plan choices. Monthly plan caps are 100, 250, and 500 answered calls.

Setup checklist

Complete the intake, submit it, and approve the server-generated receptionist profile before checkout is unlocked. Launch Setup is added on subscription checkout.