Get started with Lisa

First, the basics

So Lisa knows who she’s working for.

Your name *

Work email *

What should Lisa handle?

Pick everything you’d like to hand off. You can change this anytime.

Answer my callsLisa greets & screens callers in your name.Reply to my textsAnswer FAQs and keep threads moving.Make outbound callsLisa calls people live to get things done.Book appointmentsSchedule & confirm across calendars.Make reservationsRestaurants, services and venues.Gather informationCall clients & suppliers for details.Screen & take messagesCapture who called and why.After-hours coverStay reachable nights & weekends.

Your line & greeting

How Lisa should answer, and the best number to reach you.

How should Lisa greet callers?

Your phone number

Anything else Lisa should know? (optional)

Consent & confirm

Lisa is consent-first. A couple of quick agreements and you’re set.

You’re on the list 🎉

Lisa is being set up for you. We’ll email your dedicated assistant line and a quick walkthrough shortly.

+1 (858) 295-7463

📞 Call or text Lisa’s line to hear her in action.
📨 Check your inbox for setup details (and your spam folder, just in case).
🤝 Reply anytime — a human reads every message.

Back to home

Set up your assistant

First, the basics

What should Lisa handle?

Your line & greeting

Consent & confirm

You’re on the list 🎉