Dashboard / Guided business setup / Essential workflow

Industry intake menu builder

Demo settings save in this browser for each selected demo location. No real accounts, payments, messages, or AI services are connected.

Demo location
Demo plan (simulation)
Industry

Menu configuration

Essential includes fixed presets. Custom editing is available for $20 more per month/location.

Question 1Response options (one per line)

Question 2Response options (one per line)

Question 3Response options (one per line)

Customer intake preview

Industry: Storage

Fictitious customer; unsaved edits appear here.

1. What is your name?2. What are you calling about?3. When is a good time for our office to call you?

Owner lead summary

Example caller - 555-0100

What is your name?
Not provided

What are you calling about?
Not provided

When is a good time for our office to call you?
Not provided

Needs staff follow-up

Explore more capabilities

Descriptions preview planned capabilities. Real AI and calling are not active in this demo.

Browser storage is for fictitious demo settings only. It does not sync across devices or provide secure account isolation. Switching locations or reloading discards unsaved edits. Saved history keeps the eight most recent previous menus.