Customer setup

Build your ShyPilot front desk.

Complete the information ShyPilot is allowed to use. Setup is free. Phone service remains off until the voice connection is added, tested, and activated.

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1Business identity

Exactly how callers should hear your business introduced.

Business name *

Business type

Opening greeting *

Agent tone

2Approved business knowledge

Only enter information the agent is allowed to state as fact.

Business hours *

Service area *

Services and approved pricing *

FAQ answers

3Lead intake + human handoff

Questions to collect from new callers *

Human / transfer phone

24/7 answering behavior

Fallback + transfer rules *

Urgent / emergency rules

Reliability safeguards: Add a verified human transfer number if you want live handoffs. Without one, the AI must collect a callback request rather than promise a transfer. Do not promise an appointment is confirmed unless a connected calendar confirms it.

4Appointment handling

Booking mode

Booking instructions / calendar notes

24/7 answering, even when your business is closed. Business hours tell callers when your staff is available; the AI can still collect leads at any hour. The default collects requested dates and contact details. Confirmed bookings require a connected and tested calendar.

5Save + prepare for testing

Saving does not activate a phone number or start billing.

Required live-call acceptance test before activation:

Call the assigned number during business hours and after hours.
Confirm the AI uses the correct business name and approved answers.
Ask for an appointment and verify it is only confirmed when the calendar confirms it.
Verify the owner receives the complete lead summary and callback number.
Test an unknown question, a human-transfer request, and an urgent request.
Verify minute limits, billing, and fallback handling.

Do not enable paid phone service until these tests pass.