Which CoreEthos AI package did you purchase? *

Please select your Practice Management Software:

Voice Agent Setup:

Configure how your AI Voice Agent will handle incoming calls. This includes your main practice phone details, hours of operation, call-handling preferences, after-hours routing, and the FAQs with answers that the agent should be prepared to respond to.

Would you like to keep your current phone number?

Yes

No

Main practice phone number:

What is your current provider?

Please select Voice Agent Call Handling Preference:

Hours of operation:

After-hours emergency routing instructions:

Common FAQs (Insurance, services, hours, etc.) :

Set up your AI Chatbot to answer FAQs, guide clients through scheduling, and provide instant support directly through your website or messaging platforms.

Do you want a male or female voice?

Yes

No

Chatbot Setup:

Website link where chatbot will be installed:

Top 5 FAQs for chatbot to answer:

Please select your preferred tone/voice:

Website Access:

Provide access to your website so we can integrate your AI tools and ensure proper functionality.

Do you manage your own website?

Yes

No

Provide CMS(Content Management System) login details or instructions for where header code can be added:

Provide webmaster/developer name & contact info so we can send them the install code:

Automations Setup:

Set your preferences for appointment reminders, recalls, and no-show follow-ups.

Select the Appointment reminder method: *

Email

SMS

Both

Choose Reminder timing:

Recall reminder timing:

No-show follow-up protocol:

Reputation Management Setup:

Link Google and Facebook profiles so we can monitor and track reviews.

Google Business Profile link (reviews page URL) :

Grant Manager access for review tracking?

Yes

No

Add [Agency Email] as Manager in GMB(Google My Business):

Facebook Business Page link:

Grant Page Role access for review tracking?

Yes

No

Add [Agency Email] as Page Editor:

Send review requests automatically after each appointment?

Yes

No

Custom review request message:

Practice management system login/credentials :

Secure Upload

Integration priority

Advanced Multi-Channel AI:

Enable AI across voice, chat, and text to streamline client communication on every channel.

Branded greeting for calls:

Preferred channels:

Escalation protocol (When to transfer to staff) :

Reputation Management Setup: (Advanced)

Automate review requests, monitor feedback, and manage responses across platforms.

Reviews published to

Monthly review performance reports?

Yes

No

Do you want automated requests (email/SMS)?

Yes

No

Provide login/admin access to your platforms: