AI Agent Setup

AI Onboarding Questionnaire

Answer what you can — it's completely fine if you don't have all the details right now. We'll work with whatever you give us and fill in the gaps together.

Step 1 of 6

About Your Business

Let's start with the basics. We need your billing details and business info.

The name invoices should be addressed to (if different from business name).

Where we send invoices and payment receipts.

General contact email (if different from billing).

Not sure about some answers?

That's totally fine! Fill in what you can and we'll guide you through the rest. Or if you'd prefer, just give us the essentials and let us handle the setup.

Requires at least your business name and billing email.