Agent Nonstop · Setup

Set it up yourself.

Everything your onboarding call sets up, by hand.

01

Get approved to text

Every local business number that texts customers has to be registered with the carriers first (A2P 10DLC).

  1. 01Open a texting account
  2. 02Buy a number
  3. 03Register your address
  4. 04Business profile
  5. 05Carrier review
  6. 06Trust profile
  7. 07Carrier review
  8. 08Brand
  9. 09Carrier review
  10. 10Messaging service
  11. 11Campaign
  12. 12Carrier review
  • A texting accountWhere your number, profiles, brand and campaign live

FormBusiness profile

  1. Legal business name, exactly as on your IRS EIN letter
  2. Business identity
  3. Business type
  4. Industry
  5. Registration ID type
  6. EIN
  7. Regions you operate in
  8. Website
  9. Social media profiles

FormBusiness address

  1. Name on the address
  2. Street (no P.O. boxes)
  3. City
  4. State
  5. ZIP
  6. Country

Carrier review: business profile72 hours or more.

FormAuthorized representative

  1. First name
  2. Last name
  3. Business email
  4. Mobile number
  5. Business title
  6. Job position

Carrier review: trust profileNo published time.

Carrier review: brandMinutes, or seven business days or more if it’s pulled for a manual review.

FormYour website (carriers check it)

  1. A sign-up form with the texting consent words
  2. A privacy policy that covers texting
  3. Terms that cover texting

FormCampaign

  1. Use case
  2. Campaign description
  3. How customers opt in
  4. Sample message 1
  5. Sample message 2
  6. Sample message 3
  7. Sample message 4
  8. Sample message 5
  9. Messages have links?
  10. Messages have phone numbers?
  11. Opt-in reply
  12. Opt-out reply
  13. Help reply
  14. Opt-in keywords
  15. Opt-out keywords
  16. Help keywords
  17. Customers opted in?
  18. Age-gated content?
  19. Direct lending?
  20. Privacy policy URL
  21. Terms URL

Carrier review: campaignCurrently 10 to 15 days. It can take two to three weeks.

Carrier review

Your business name doesn’t match your IRS records for this EIN. Enter the legal name exactly as on your EIN letter (CP 575 or 147C), and check the EIN.

Fix it. Submit it again. Wait again.

02

Teach it your business

What it knows about you, and how it talks to your customers.

FormYour business

  1. Business name
  2. Time zone
  3. Industry
  4. Business phone
  5. Business email
  6. Website
  7. Street
  8. Street, line 2
  9. City
  10. State
  11. ZIP
  12. Payment methods you take

FormQuestions customers ask (up to 10)

  1. Question 1
  2. Answer 1
  3. Question 2
  4. Answer 2
  5. Question 3
  6. Answer 3

FormHow it talks

  1. Its name
  2. Safety profile
  3. What it handles
  4. A service you don’t offer: hand off or decline
  5. A time you can’t do: hand off or decline
  6. What you call a booking
  7. What you call a request
  8. What you call a customer
  9. What you call your staff
  10. Where the work happens
  11. What it asks every customer
  12. Tone
  13. About your business (1,000 characters)
  14. How fast you respond
  15. Instructions (up to 20)

03

Set your hours

When you’re open, so it never books you when you’re not.

FormHours

  1. Monday (up to 3 open–close times)
  2. Tuesday
  3. Wednesday
  4. Thursday
  5. Friday
  6. Saturday
  7. Sunday
  8. Holidays you’re open (11 to pick from)
  9. Closure date
  10. Closure name
  11. Every year?

04

Map out your jobs

Every job you do, where you do it and how long it takes. One of these for each.

FormJob type, for each service

  1. Name
  2. Description
  3. Takes an appointment?
  4. Who it’s for (ZIP, city, state, area, day, hour…)
  5. What it needs before booking
  6. Needed before it opens, or before it’s sent to you

FormScheduling rule (up to 20 per job type)

  1. When it applies
  2. Which days
  3. Window opens
  4. Window closes
  5. Notice needed (minutes)
  6. Visit length (minutes)

FormService area, for each one

  1. Area name
  2. ZIP codes
  3. ZIP prefixes
  4. States
  5. Cities

FormCustom field, for each thing you track

  1. Where it goes
  2. Key
  3. Label
  4. Type
  5. Choices
  6. What the agent may do with it

05

Set up your team

Who does which jobs, where, when, and who gets the next one.

FormSchedule, for each tech

  1. Can be booked?
  2. Can change their own schedule?
  3. Job types they do
  4. Areas they cover
  5. Weekly hours (up to 3 a day)
  6. Time off (up to 100)

FormWho gets the job

  1. Job type
  2. Service area
  3. Tech
  4. Tier (1 to 9, tier 1 first)
  5. Weight (1 to 10)

FormHow jobs get shared out

  1. Round robin, fewest hours or weighted
  2. Same tech as last time?
  3. Days to even it out over (7 to 90)
  4. Catch-up: up to how many jobs
  5. Catch-up: out of how many

06

Hook up your leads

Every lead source sends its leads its own way. Connect each one.

  • A Google Cloud projectTo read your Local Services leads. Its sign-in set to External and In production, then Google’s brand check.
  • A Meta appFor Facebook lead ads. Facebook Login, the leads webhook on each Page, a long-lived Page token, five permissions.
  • A paid Zapier planFor the sources with no link of their own. Each one a Zap.
  • Thumbtack developer accessAn application: how many customers you have, your sign-in experience, redirect links, a privacy policy and terms.

FormAngi: connect your own system

  1. Your Angi ID
  2. Where to send leads (webhook URL)
  3. Its key
  4. Email it all to Angi’s integrations team
  1. 01Write code that checks Google for new leads
  2. 02Run it every minute
  3. 03Answer each one as it lands
  4. 04Point your website form at your agent
  5. 05Test every source
  6. 06Fix whichever one breaks

Yourself

  • 5accounts
  • 17forms
  • 132fields
  • 4reviews
  • 18days waiting on reviews

With onboarding

One call.

60 minutes with us. We fill in every form and deal with the carriers for you.

Set up onboarding