Business intake
Share the starting profile for a business and TrueHello will draft the setup path, recommended package, and admin review notes before go-live.
Sales-led V1The recommendation is visible to the client, but final pricing and setup remain subject to admin review after the calibration period.
Draft setup profileRequest setup plan
Admin review
Validate call volume, calendar process, requested add-ons, and whether transcripts are included as an upgrade before sending the quarterly recommendation.
Recommended package
Starter
Recommended package based on submitted information. Final pricing is reviewed by admin.