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Setup Checklist

Use this checklist before Jay goes live.

Business details​

  • Legal business name
  • Public business name
  • Main phone number
  • Website
  • Primary address
  • Service area
  • Business hours
  • Holiday hours or special closures

How Jay should help​

  • Common reasons people call
  • Services Jay should mention
  • Services Jay should not promise
  • Questions Jay should ask every caller
  • When Jay should transfer, take a message, or escalate
  • Where call summaries should be sent

Team contacts​

ContactPurpose
Owner or managerFinal setup approval
Daily operations contactQuestions about hours, services, and handoffs
Technical contactWebsite, phone, or integration help
Billing contactPlan, payment, and invoice questions

Before going live​

  • Confirm the greeting sounds right.
  • Confirm the call recording notice is approved.
  • Confirm where call summaries go.
  • Test at least three realistic calls.
  • Test one after-hours call.
  • Confirm your team knows how to request changes.