CallPlan Essentials by Recapito

Business setup

Tell your CallPlan agent how your business works.

These details become the operating instructions your call agent uses with callers. Plan for about 8–10 minutes and have your services, pricing and policies handy. Once submitted, CallPlan can configure your agent and provide the phone number you can forward calls to.

Already signed up? Keep your welcome email to return to this form. Lost the link? Sign in to recover onboarding. First portal visit? Get account access.

Business Basics

Tell us about the business this AI agent will represent.

Helps the AI use the right terminology when answering caller questions.
How customers typically interact with the business — walk-in, by appointment, on-site, remote, etc.
Review this selection so calls, business hours, and appointment requests use your business's local time.
Enter your number as +1 followed by the area code and phone number. Example: +12025550123. No extensions.
This is locked to the email used to start your CallPlan trial.

Services & Appointments

What does the business offer, and how are appointments structured?

Appointment confirmations are sent by email.

Policies & Payment

These details shape how the AI answers pricing and policy questions.

A single flat number reads as a quote the AI is making up. Ranges per service let it answer confidently.

Operational Details

Safety and escalation behavior for the AI agent.

This becomes a hard safety rule in the AI's prompt. Vague guidance here means vague guidance to a caller in a real emergency.
Without this list, the AI will guess when to hand off a caller — usually either too often or not when it should.
Enter a direct staff number, such as (864) 555-1234 or +18645551234. We save it as +1 followed by 10 digits. No extensions. Leave blank to disable transfers. Do not use a number that forwards back to CallPlan.
This is the AI's last resort when a caller asks something outside its script — give it a graceful, on-brand way out.

Business Knowledge

We can prepare this automatically from your website. Review the information carefully and make any corrections before submitting. Your CallPlan agent will use this information when answering callers.

Future feature: save my preference to use this business’s past call transcripts to improve its own knowledge base. No call learning runs yet. You can turn this preference off at any time.


Tell CallPlan how you'd like your calls handled.

Optional. Up to 2,000 characters. Review suggested hints before saving. Website regeneration preserves your edits, including clearing this field.

This remains editable. Make sure the final information is accurate before submitting.

Your information is encrypted in transit and used to configure your CallPlan Essentials agent. CallPlan Essentials is a Recapito product.