All your setup instructions, tools, and onboarding steps in one place.
To begin your setup, follow the steps below.
Your developer has already told you which tools apply to your build. Click any card below ''Grant AI2PROS Access'' to open a pop-up with exact instructions on how to create the account and how to invite your AI2PROS developer.
Once your account is created, follow the pop-up instructions and invite your AI2PROS developer using this email address:
Scroll down to the How To Set Up Each Tool section for a full guide for every tool.
AI2PROS tool & infrastructure layers
Used for enhanced voice handling, call flow behaviour, and custom conversation tuning.
Connects your business number and manages secure call & message routing for your AI receptionist.
Handles automation, routing logic, qualification flow, and intelligent decision processing.
Used for connecting your AI system to scheduling, lead management, and back-office processes.
Ensures consistency across platforms, business data, hours, and profile syncing.
Powering your AI receptionist's conversations, call behaviour, and real-time handling.
Manages emails, responses, lead handling, and client communication automation.
Only used if your build includes WhatsApp message automation or AI chat support.
Secure payment processing and transaction handling for your business operations and client billing.
Professional email management and communication hub for your AI system to send, receive, and respond to client inquiries.
Advanced AI reasoning, context memory, and predictive intelligence that powers decision-making and adaptive responses.
Automated appointment scheduling and calendar management for seamless booking and time coordination.
Complete step-by-step instructions for every tool
Follow these quick steps to invite us securely:
You stay in full control. We NEVER need your password.
To invite us to your Vapi workspace:
No passwords needed β you stay in full control.
Follow these steps to invite AI2PROS:
We will set up your AI assistant and automations for you.
To allow us to build your automations:
You keep full ownership of your Zapier account.
To give AI2PROS access to your Stripe account:
We'll configure payment flows, webhooks, and integrations securely. You retain full ownership and control.
To grant AI2PROS access to your Gmail Workspace:
We will set up email integration and AI assistant access for your business communications.
Advanced Proprietary Infrastructure
This layer powers advanced AI reasoning, contextual memory, and predictive intelligence across your entire system. It uses sophisticated machine learning models to analyze patterns, anticipate client needs, and make intelligent decisions in real-time.
Key Features:
Fully managed by AI2PROS β no client configuration required. Access granted only with specialized activation codes for enhanced security builds.
To invite AI2PROS to your Calendly workspace:
We will configure automated scheduling, calendar integration, and intelligent appointment booking for your business.
Coming Soon
This layer will enable multi-platform profile synchronisation, ensuring your AI maintains consistency across different channels and touchpoints. Currently in development.
We'll notify you when this feature becomes available.
Restricted Access Layer
This layer is internally managed and used for advanced logic processing, routing decisions, and intelligent automation flows. It operates behind the scenes to coordinate your entire AI system.
Fully automated β no client configuration required.
Proprietary Infrastructure Layer
This layer is fully managed internally by AI2PROS and does not require setup. It handles voice processing, tone adjustments, and client-specific behaviours to enhance your AI receptionist's performance.
No action needed from you β we handle this automatically.