What this does
This is how your reply agent learns the business: which inquiries arrive, what the first reply should cover, which follow-up matters, and what should never be promised automatically.
What happens next
- Share your quote page, inquiry channel, and the first line customers should receive after asking for help.
- Add FAQ answers, service-area boundaries, quote rules, and claims the workflow must avoid.
- Start with manual-approved reply drafts before any live customer automation is considered.
Why this step matters
Your name, email, and inquiry setup come first, so your workflow is grounded in your actual business before payment enters the picture.