Customer setup portal

Create your portal profile

Alex can send this link during booking so your business profile is started before onboarding. Fill out the form once, and DispatchAnchor uses it to shape your AI dispatcher rules, text/email confirmations, and setup call.

Start your setup profile Email setup notes

Business Setup Form

Business Profile

Not saved yet

Owner / contact name Company name Best phone Business email Website Trade Service area Business hours Primary alert phone Alert email Business backstory / context Services offered Emergency rules Pricing policy Preferred setup call time Biggest call-handling issue

Review pricing

Agent Settings

How Alex should handle calls

Default v1 flow: qualify the lead, collect service details, ask preferred appointment times, send confirmation, and alert the owner. Direct booking can come later once calendar rules are stable.

Qualify leadCollect detailsText summaryPortal link

Phone Setup

Direct SMS while toll-free verifies

Alex can use the wired DispatchAnchor Twilio number for direct SMS confirmations while toll-free SMS verification is pending.

(762) 335-3110

Pricing

Starter DispatchAnchor setup

Visible in portal

Setup package $499

Business intake, Alex prompt build, phone/SMS setup guidance, confirmation templates, and test calls.

Monthly dispatcher plan $199/mo

AI dispatcher access, call summaries, customer setup portal, updates, and support as the workflow improves.

Lead database

Call Inbox

Database Preview calls leads statuses subscription

Subscription

Plan status

Trial / setup mode. Billing automation is not connected in this static v1 portal yet.

Next step

Send this link after booking

Text and email confirmations should include this portal link so the business can register before the setup call.

https://dispatchanchor.com/portal/