ReplyRise Setup

One clear handoff. A faster first reply.

Complete this one-time intake after your ReplyRise Setup purchase. Your answers give us the approved context to build a safe, on-brand response flow for your local business.

Share the essentials

Business details, lead sources, hours, FAQs, and active offers.

Set the guardrails

Approved language, escalation rules, and topics AI should never handle.

We prepare the flow

We review your intake before any channel is connected or replies are enabled.

Client intake

Build your response playbook

Fields marked with an asterisk are required to review your setup.

1. Business and contact

Business name *

Primary service area *

Primary contact *

Email *

Phone for setup questions *

Booking or callback contact *

2. Lead source and voice

Primary lead source *

Instagram handle or source detail

Preferred response tone *

Operating hours and after-hours rules *

3. What AI can say—and when to hand off

Services, approved offers, and current promotions *

Frequently asked questions and approved answers *

Hot-lead notification preference *

Topics AI must avoid

Escalation rules and safe handoff instructions *

Anything else we should know?

I confirm these details and offers are approved for ReplyRise to use as setup guidance. I understand channel access is not granted by this form and will be connected separately when needed.

Your intake is saved for the ReplyRise team to review.