Let's get you set up

Start with your business and how to reach you — we save your progress as you go, so you can finish anytime.

Business name

Business name is required

Your name (optional)

Phone (optional)

Email

A valid email is required

Preferred contact (optional) No preferencePhone callEmailText / SMS

Best time to reach you (optional)

About your business

So we can tailor your agent to how you actually operate.

Owner name

Owner name is required

Type of business Choose a category… Restaurant Café / Coffee shop Bakery Pizzeria Grocery / Convenience Retail shop Pharmacy Other

Please choose a category

Describe your business (optional)

Website (optional)

Link to your menu (optional)

Menu notes (optional)

What should your agent handle?

Pick everything you want Call Caddie to do. You can refine this later.

Phone orderingTake orders over the phone, end to end ReceptionistAnswer calls, route, and take messages ReservationsBook and manage tables or appointments Questions & infoHours, location, menu and FAQ answers

Select at least one thing the agent should handle.

How do customers get their orders?

This shapes how the agent confirms each order.

PickupCustomers collect in store DeliveryYou deliver to customers Dine-inEat in / on-site service

How do you price delivery? Choose… Flat fee By distance By zone / area Free delivery Other

Pricing details (optional)

Where do you deliver? (optional)

Can customers order and pay at the store?

YesNo

Locations & volume

A rough picture of your scale — estimates are fine.

Number of locations

Main location address (optional)

Orders per location (estimate)

Per Per dayPer month

Average order value (optional)

Currency USD ($)EUR (€)GBP (£)CAD ($)AUD ($)

POS & hardware

How orders reach your kitchen or counter today.

Which POS do you use? Choose… No POS UPOS Square Toast Clover Other

Which POS?

Integrate with your POS, or run a standalone tablet?

IntegrateStandalone tablet

We integrate natively with UPOS. For other systems we run a tablet alongside your POS.

Want us to provide and configure a POS for you?

Yes, pleaseNo

Do you have receipt printers?

YesNo

Use your existing printers, or have us provide new ones?

Use existingProvide new

Printer notes (optional)

Your agent's script

How should the agent greet callers and take orders? Fill in what you can — our team helps finalize it.

Welcome / greeting (optional)

How you take an order (optional)

Tone / personality (optional)

Ordering steps (one per line, optional)

Questions to always ask (one per line, optional)

Closing line (optional)

Thank-you line (optional)

Want a web ordering site too?

A professional, SEO-friendly online ordering website — fully integrated with your voice agent and the same menu.

Yes, I'd like a websiteOnline ordering, integrated with the voice AI Not right nowJust the phone agent for now

Review & confirm

One last step — accept our policies and submit. We'll reach out within one business day.

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