Step B

Design yours.

Build the receptionist like you are buying it: choose the package you want, set voice and rules, then start a no-card Starter trial.

A Test SarahB Configure rulesC Create no-card trialD Confirm setup

Step 01

Choose the package you want after trial

The free trial is Starter-limited first: Sarah can answer, qualify, collect details, and hand calls off. Growth and Flagship preferences are saved so upgrade/onboarding is faster.

Step 02

Name your receptionist

Agent name

Optional. Choose the name customers will hear when your HVAC virtual receptionist answers.

Step 03

Select voice style

Step 04

Set the rules Sarah should follow

Business name Best handoff phone/email Service area Business hours Calendar / CRM plan Call handling notes

Step 05

Estimate monthly call minutes

Move the slider to estimate future monthly call volume. The no-card trial starts in Starter mode; paid activation uses the package and volume you selected.

0 min/mo

Base coverage only.

Starter $50/moGrowth from $100/mo2,000 min

Step 06

Start no-card trial

Create the trial account first. FlowState confirms your setup before activating a live Retell trial number. Stripe is only used when you activate or upgrade after you confirm Sarah fits your call flow.