Thank you for being a part of SkipioPro, !

Your AI Agent Journey Starts Now 🚀

Below, you’ll find the simple steps we’ll take together to move you from beta testing into full account access:

Estimated Time: 1 Minute

📆 Step #1 - Book your onboarding call

Pick a time that works for you.

👇 Scroll Down to Step 2 After Booking.

Estimated Time: 10 Minutes

📞 Step #2 - Submit Your A2P Survey

This form will help give us information to submit your A2P.

Why does this matter?

Answer: A2P is required for us to help connect you phone and SMS services. To complete this form you need:

✅ IRS Form CP575 - Legal Business Name and EIN Number

✅ Details about Business Ownership

👇 Scroll Down to Step 3 when. you are complete.

Let’s get rolling. Your journey starts now.

A2P Registration Form

Let’s Get Started! To get the ball rolling, please complete this form as accurately as possible. If you have any questions, please email [email protected].

Primary Contact Information

If you’re filling this out on behalf of someone else, please be sure to enter the contact information for the business’s primary point of contact in the section below.

Full Name *

Mobile Phone Number *

Email *

Preferred Contact Method: *

Authorized Representative Contact & Role

Please enter the information pertaining to the owner of this business

First Name (Authorized Representative) *

Last Name (Authorized Representative) *

Mobile Phone Number (Authorized Representative) *

Must be able to receive an SMS message. No Google Voice numbers.

Personal Email (Authorized Representative) *

Job Position *

Business Registration Info

Please enter the information pertaining to the owner of this business

Legal Business Name *

Enter the exact legal business name, as registered with the EIN

Friendly Business Name / DBA *

EIN or Canadian Business Number *

Main Office Phone Number *

Main Office Email *

Business Registration Info

Please enter the information pertaining to the owner of this business

What is your Full Office Address *

Include suite/unit number and any relevant parking or accessibility details

Do you have a web page and privacy policy? *

Yes

Website *

Business Identity & Registration Details

Business Entity Type *

Time Zone *

Estimated Time: 10 Minutes

🤖 Step 3: Submit your AI bot intake Survey

This survey should be filled out with a knowledgeable staff member or the business owner.

What is the purpose of this survey?

Answer: This form is the core of how we help build your bot. Your answers are important to help build the best quality bot on the first attempt. We will need the following:

Basic Information of the Business
Context for Your AI Bot
AI Bot personalities
Transfer and Forwarding Information

👇 Finished? Scroll Down to Continue.

AI Agent Intake

If you’re filling this out on behalf of someone else, please be sure to enter the contact information for the business’s primary point of contact in the section below

Primary Contact Information

First Name *

Last Name *

Mobile Phone Number *

Email Address *

General Information:

Help us get to know your business and your goals so we can customize your AI Agent for the best results.

What name would you like to introduce your AI Agent as? *

Defualt your agent will be named Alex

Do you need an AI Agent that supports additional languages other than English?

Please note: The $499 Growth Plan supports English only. Additional languages can be added for $100 per month, per language.

What email would you like your email summaries sent to? *

After every AI call a detailed email summary will be sent here

What are your normal office hours? *

General Practice Info:

How should your agent respond to “Tell me about your clinic? *

Need help? Just check the example below to see how it should be filled out

Example: ABC Chiropractic is an American Fork-based corrective chiropractic clinic specializing in restoring spinal and postural alignment using evidence‑based Chiropractic Bio Physics (CBP) to relieve pain and improve whole‑body wellness

Do you have any key talking points the agent should know? *

Need help? Just check the example below to see how it should be filled out

Example:

- Founded in 2015 by Dr. John Doe, a chiropractor trained in Chiropractic BioPhysics (CBP)

- Focus on structural posture correction and long-term wellness

- Advanced diagnostics (digital X‑rays, PostureScreen)

- Services: postural rehab, decompression, scoliosis bracing, physiotherapy, foot orthotics, more

- Care for chronic pain, sports injuries, scoliosis, whiplash, athletes, seniors, and children

- All care follows evidence‑based Chiropractic BioPhysics (CBP) protocols

General Practice Info:

Please list all Chiropractors practicing at this location *

Please include their years of experience, credentials, specialties, and certifications

What is your cancellation and rescheduling policy? *

What services do you offer? *

Which chiropractic techniques are used at your office *

Please list the cost of your most common services? *

General Practice Info:

Which insurance providers do you accept? *

Please list your in network providers for your office

Which payment methods do you accept? *

Please list all types of payment methods available to your patients

Briefly describe your new patient intake process *

Which patients can you serve? *

Do you offer same-day or emergency appointments *

Do you have any specific sanitation or health safety policies in place *

Call Handling Preferences:

What phone provider does your office use? *

Which of our agents are you most interested in *

Overflow agent: Answers calls during business hours when your staff is busy, and outside of business hours [Take a message agent]
After-hours agent: Answers calls only outside of business hours [Take a message agent]
First line of defense agent: Answers all inbound calls, and forwards to a member of the team if necessary [Transfer agent]

New Patient Booking :

Your AI Agent comes with the ability to text the caller a direct URL to book a new patient appointment with your team.

Do you have a new patient booking link? *

Frequently Asked Questions:

We’ve included standard questions for your AI Agent to answer. If you’d like, you can provide up to 3 additional custom FAQs specific to your business.

For each custom FAQ, please include:

The question (how a customer might ask it)
The answer (what you want the AI to say)

FAQ #1

For each custom FAQ, please include the question & the answer

FAQ #2

For each custom FAQ, please include the question & the answer

FAQ #3

For each custom FAQ, please include the question & the answer

Are there any questions or topics the AI should avoid mentioning or answering? *

The Cooks are in the Kitchen

📅 Step 4: Bot Building Begins

This is where things kick into gear

What happens next?

Answer: This is is where the fun begins. We will begin building and testing your bots. You can expect:

We will do an initial build and test of your bot
Estimated bot build time is 2 weeks

let's get this bot dialed in

📅 Step 5: feed back phase

This is your time to get the most out of your bot build

How do I know this will be ready and working?

Answer: We will revise the bot to help ensure it's ready. This phase helps us connect directly with you on these tasks:

We will provide a full testing phone number for you to call
You will be provided a way to follow up with us via forms/video to help provide us details
After you have reviewed/approved your bot we will schedule a final go live call with us.

the bot is ready - lets go!

📊 Step 6: Go Live

This is the final phase, but it's not the end. it's the beginning of a new phase in your business.

What do you mean "go live"?

Answer: This is when we take things live and make it available to your customers. What to expect:

We will review your bot to see if its ready to go live
We will actively monitor for any issues/concerns with our highest level 3 technicians to ensure a smooth launch.

2 minute task

step 1 - ACCOUNT CREATION

You should have received an email with the subject line "Your New AI System", prompting you to finish creating your account.
Sometimes our account creation or login email ends up in spam or promotions.
- 👉 Mark it as safe so future updates and reports get to your inbox
  👉 Can’t find it? Please email [email protected]

Internal task

step 2 - Secure A2P Approval

Once your account has been created, our team will submit your business's registration to ensure your AI Agent can deliver texts to all major carriers.
If our team needs any additional information from your team to secure this approval, we will reach out directly.
As long as we have everything we need, this approval typically takes just 3-4 business days.

internal task

step 3 - Purchase local number

Our team will be purchasing a new AI Agent phone number for you, that way we can configure your account without affecting your current set up.
This phone number will have a local area code, and will be carefully selected by our team.

change agent phone numbers

step 4 - Update call transfer number

Once your AI Agent is ready to deploy with your new phone number, you will need to contact your phone provider to have them swap out your old AI Agent phone number for the new one.
This phone number is internal, so it shouldn't affect the way your patients contact you in any way.

ready when you are

step 5 - go live

Once this phone number switch is made, you'll start to see calls added to your dashboard.
Once a call has been added, you can view an AI Summary, read through the whole transcript, and even listen to the call in its entirety.