What "live" means, straight: day one (after a real test call) she answers 24/7 in English or Spanish, captures the lead, and hands it to you. Booking turns on once your calendar's connected and test-booked. Texting your customers turns on later, after carrier approval — you'll authorize it below so we're ready, but nothing goes out until it clears.
First, the basics.
And the permission part, up front so it's out of the way.
Anything with patient records — we don't handle HIPAA-protected info, so we'd point you elsewhere honestly.
Hattie isn't a fit for healthcare or anything with patient data — we don't handle HIPAA-protected info. Thanks for checking us out. (You can close this page.)
What you do.
A quick picture of the work — and the lines you never want crossed on a call.
Tap all that apply, or add your own and press Enter.
Jobs you'd want Hattie to politely turn away.
Money & urgency.
This is how Hattie learns which calls are worth chasing first. Rough numbers are fine.
How things run today.
How you handle calls and tools right now. This is the gap Hattie steps into.
Hattie books through our system once your calendar's connected and a test booking passes — never an instant/direct sync.
What Hattie gets from every caller.
Tap what she should grab before she'd book or hand a caller to you. Mark the must-haves. Add the way you'd ask it if you like.
Rough job type/budget is capture-only — Hattie notes what they say, she doesn't quote or price the job.
What to fix first.
Last one. What's bleeding the most money right now? Hattie optimizes for this first.
Done — that's everything.
Here's what happens next: we build Hattie on your business, then run one real test call with you. She goes live answering your calls only after that test passes. Texting your customers for you turns on later, once carriers approve — we'll let you know.
We're not the right fit — honestly.
Hattie isn't built for healthcare or anything with patient data; we don't handle HIPAA-protected information. We'd rather tell you that than take you somewhere we can't serve you well. Thanks for checking us out.