You're exploring a demo — this is what your settings look like when you sign up.

Demo Dashboard

Settings

Caller Experience

Control how Waypoint introduces your business, sounds on voicemail, and starts customer conversations.

System controls

Master switches for your Waypoint system. Changes take effect immediately.

AI texting

Send texts to missed callers and run AI qualification conversations

Away mode

Send a custom away message instead of starting a conversation

Do not disturb

Hold your alert texts — leads still captured, alerts sent when you turn this off

Business identity

The business name your assistant uses when it talks to customers.

This is the business name your customers will see in messages.

Voicemail greeting?When a customer calls and you don't answer, they hear this greeting before Waypoint texts them. Your own voice builds trust — customers are more likely to stay on the line when they recognize who they called.

Record what callers hear when they get your voicemail.

What to say

Keep it under 15 seconds. Here's a template:

"Hey, it's your business. Sorry I missed your call — leave me a message and I'll also send you a text so we can get you taken care of."
Say your name Mention the text follow-up

No greeting recorded yet

First text message?Sent within seconds of a missed call. This is the customer's first impression of your business.

This is the first text your assistant sends after a missed call.

Keep it short and friendly — this is the first thing customers see.

Preview

Services you offer

Your assistant uses this list to tell customers what jobs you do. Uncheck anything you do not offer.

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Services you offer

After-hours availability?Controls what the AI tells customers who text outside your business hours. Pick the option that matches how you actually operate.

What should your assistant say when someone reaches out after hours?

After-hours availability

Business hours?Your AI uses these hours to answer "when are you open?" and to know when it's after hours. Customers get accurate scheduling info instead of vague deflections.

Set when you're open each day so your assistant can tell customers your real hours.

Quiet hours for owner alerts?Your AI keeps texting customers 24/7. This only pauses the "new lead" alert to your phone so you can sleep.

Your assistant can still reply to customers 24/7. Quiet hours only delay the text alert sent to you.

Team members ? Add people who should see your leads — like an office manager or dispatcher. They'll get alert texts and can log in to the dashboard. Up to 3.

Team members receive lead alerts and get their own login to the dashboard. Commands like DONE or REPLY are owner-only.

(250) 555-0100You (owner)
Sarah— Office manager
(250) 555-0101 Logged in

Add a team member — they'll get a text to set up their login

Blocked numbers ? Numbers you've blocked can't text your business line. Block from a lead's detail page or text BLOCK to your Waypoint number.

These numbers are permanently blocked from contacting you.

No blocked numbers yet.