A managed process, not a DIY tool
You never touch prompts, providers or phone configuration. You tell us what your business needs, approve the result and request changes whenever things change.
The engagement
- 01
Request a consultation
Tell us about your call volume, systems and goals.
- 02
Discovery call
We map your call flow, services, hours and escalation rules.
- 03
Proposal
A scoped agent, a plan and a clear setup and monthly price.
- 04
Onboarding
We collect business information, FAQs, transfers and calendar rules.
- 05
Build & provision
Agent configured; dedicated phone infrastructure provisioned.
- 06
Internal testing
Bloom engineers test against real scenarios and fix issues.
- 07
Client testing
You test the agent in your portal and give feedback.
- 08
Approval & go-live
You approve, we publish, monitor and health check.
- 09
Maintenance
Change requests, monitoring, reporting and support.
Who controls what
Bloom controls
- • Agent infrastructure and deployment
- • Provider provisioning and credentials
- • Phone number provisioning and routing
- • Production prompts and scripts
- • Integrations, activation and suspension
- • Monitoring, testing and maintenance
You control
- • Your business information and hours
- • Your users and their roles
- • Approved settings and notifications
- • Knowledge you submit for review
- • Usage and billing visibility
- • Change requests, new agents and support
What we need from you
- Business and legal name, locations, timezone
- Weekly hours, holidays and closures
- Services, descriptions and pricing guidance
- Greeting preference, tone and voice
- Transfer numbers and staff directory
- Appointment types and scheduling rules
- FAQs your callers ask most
- What the agent must never say or do
- Notification recipients for leads and appointments
Let's design the right agent for your business
Tell us how calls and texts reach your business today. We'll map an agent, quote it, build it, test it with you and keep it running.