How it works
How We Set Up AI Automation for Your Business
No generic setup. We configure the automation around your services, service area, hours, and how your team prefers to handle customers.
Our process
Five Phases From Consultation to Optimization
- 01
Discover
We learn how inquiries reach your business today, who handles them, what questions customers ask, and where opportunities are being lost.
- 02
Build
For automation, we configure AI responses, qualifying questions, scheduling rules, and notifications. For websites, we design around your services, brand, and search goals.
- 03
Connect
We connect your selected service to the relevant phone setup, Vana calendar, domain, lead form, or notification channels.
- 04
Launch
We test conversations with you, confirm the messaging sounds like your business, and go live with your team trained on takeover.
- 05
Optimize
We review activity and adjust automation messaging or continue website SEO, content optimization, monitoring, and maintenance.
Automation diagram
What Happens When a Customer Reaches Out
- Customer contacts business
- AI responds
- Lead gets qualified
- Appointment gets scheduled
- Appointment recorded
- Business gets notified
- Business gets new customer
- 01
Customer Reaches Out
A potential customer calls, texts, or submits a form.
- 02
Your System Responds
The AI-powered system can respond quickly and collect important information.
- 03
Leads Are Qualified & Scheduled
The system can help qualify the lead and assist with appointment scheduling.
- 04
Your Team Takes Over
Your team can step in whenever human interaction is needed.
Optional after setup · +$29/month
Then, Just Ask Vana
The optional Vana AI Assistant works inside your dashboard. Ask it to check availability, manage appointments, answer business questions, show performance information, or perform a supported task.
- Book appointments
- Reschedule and cancel appointments
- Check availability
- View business performance
Ready to Bring Your Business Into the Future?
Let's build a modern, AI-powered system that works alongside your team — helping you capture more opportunities, respond faster, and turn more leads into customers.