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Simple 3-Step Process
Prepare your core accounts and information using this simple guide to ensure we can launch your custom AI solution quickly and efficiently.
1. Create or Confirm These Accounts
2. Invite OptiTask AI as Team Member
Once your accounts are ready, please invite us using the email provided below:
- Calendly: developer@optitaskai.com
- Tidio: developer@optitaskai.com
- ManyChat: developer@optitaskai.com
3. Provide the Following Information
- Business website URL
- Booking hours / availability
- Services to be booked
- Phone number and email
- Frequently asked questions (FAQs)
- Preferred booking questions
Once these steps are complete, our team will build your AI Appointment Setter and let you know when it’s ready for testing and launch.
Maximize Your Competitive Advantage
Reclaim hours spent on manual outreach every day.
Engage every new lead within seconds of capture.
Focus your team exclusively on qualified sales calls.
Scale your volume automatically without extra hiring.
Ready to Scale?
Book a demo today and see our AI agents transform your lead qualification and meeting booking process in real-time.
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