☀️
Sunny AI
Client Onboarding
1
Business Setup
2
A2P Registration

Let's set up your AI assistant

Fill out the details below so we can customize Sunny AI specifically for your business. This takes about 5–10 minutes. The more detail you provide, the better your AI will perform — don't worry about perfect formatting, we'll review everything together on your onboarding call.

1
Business Info

Be specific — this tells us what type of AI assistant to build for you

Your Google Maps / Google Business listing link — we'll use this to confirm your hours after your profile is created

2
Phone & SMS

The number customers call to reach you

Leave blank if same as your call line

3
What Does Your Business Do?

Describe your business in plain language — what you do, who you serve, and what makes you different. This becomes the foundation of your AI assistant's identity.

The more context you give, the better your AI will represent your business accurately

4
Services & Pricing

List everything you offer and how pricing works. Don't worry about formatting — we'll review this together on your onboarding call and make sure it's configured correctly.

Include service names, pricing (flat rate, quotes, hourly, packages), minimums, and any special conditions. We'll refine this together.

5
Service Area

How far from your location are you willing to travel?

List every zip or postal code, comma separated

6
Appointments

The AI will use this exact name when booking with customers

minutes

Walk us through what happens — virtual or in-person, what's discussed, what comes next, any prerequisites

7
What Should the AI Focus On?

Select everything that applies — this shapes how the AI handles every conversation.

8
Sales Process & Lead Handling

This is the most important section for getting the AI to behave the way you want. We'll review this together on your onboarding call.

Include: what the AI should try to do first, what info to collect, what makes a good vs. bad lead, how to handle price questions, and anything else that matters

9
Lead Intelligence

Helps us understand your current lead flow and marketing activity.

10
Notes / Special Instructions

The next step covers your SMS business registration (A2P 10DLC). It only takes 2 minutes and is required to send text messages in the US.