Answers to the most common questions about setup, billing, agent configuration, language, integrations, and everything in between.
After you purchase a plan, you get an email invitation to app.data-runner.dev. Sign in, then the onboarding wizard walks you through 7 steps: industry, business info, services, schedule, agent personality, knowledge base, and review. Takes about 10 minutes. When you finish the wizard, your AI agent is provisioned in Vapi and goes live immediately.
10 minutes end-to-end. 2 minutes for checkout, 1 minute to open the invitation email, 5-7 minutes for the onboarding wizard. Your agent is answering calls and calling new leads the moment you finish.
Yes. White-glove setup is available on the Growth plan (+$450 one-time). We'll template your agent, run test calls, wire up Calendly, and hand you a fully working system in 48 hours. Available when you purchase the plan.
In the dashboard, click "Change Plan" — it opens Stripe Customer Portal directly in the plan switcher. You can upgrade or downgrade at any time. Changes are prorated, so you only pay the difference for the current period.
Nothing breaks — we don't block calls. Extra minutes bill at $0.20/min on Solo and $0.18/min on Growth, added to your next invoice. If you consistently go over on Solo, we'll suggest upgrading to Growth since the per-minute cost is cheaper.
In the dashboard → Settings → "Manage Subscription". Opens Stripe Customer Portal where you can cancel anytime. No contracts, no cancellation fees. Your agent keeps working until the end of the paid period. See our Refund Policy for details on pro-rated refunds.
Yes — 7-day refund window for any reason. White-glove setup fees are refundable within 7 days of purchase. See our full Refund Policy.
Dashboard → Settings → Agent Settings → Voice. Browse Cartesia's voice library (male/female, multiple accents, English + Spanish). Click a voice to preview, save to apply. Change takes effect on the next call.
Yes. Dashboard → Settings → Agent Settings lets you edit services, prices, FAQs, qualification questions, objections, greeting, and tone. You don't touch raw prompts — we generate the system prompt from your inputs so it stays consistent. Changes apply to the next call.
Yes. Set a "Transfer Number" in Agent Settings — the agent calls that number when the caller asks for a human, when the question is outside scope, or when the conversation criteria you specified are met (e.g. "transfer if caller mentions lawsuit").
Yes — every call is recorded and transcribed. You'll find the audio file and full transcript on the Call Detail view in the dashboard. Recordings are stored securely and retained for the life of your subscription.
After each call, a second AI reviews the full transcript and scores the prospect. Hot (🔥) = explicit buying signals, specific budget/timeline, appointment booked. Warm (☀️) = interested but no concrete commitment. Cold (❄️) = not interested, wrong number, or unreachable. You see the badge in the Call Log and can filter "Hot only" for fast follow-up.
Yes — natural, fluent Spanish with accent options for Latin American customers. On the Growth plan, the agent is fully bilingual: it detects the caller's language on the first word and responds in kind. You can also force Spanish-only in Agent Settings if your market is entirely Hispanic.
Yes. If a caller starts in English and switches to Spanish (or vice versa), the agent follows along. This matters especially for Florida's bilingual Cuban and Puerto Rican households where code-switching is normal.
Both. Same agent, same price. When a lead fills your form, it calls them in under 60 seconds. When someone calls your business number, the agent answers as a bilingual receptionist, qualifies them, and books an appointment. One SKU, both directions — no separate plan for receptionist use.
We assign you a dedicated Twilio phone number during onboarding — local area code matching your business whenever possible. Your customers see this number for both inbound (they call you) and outbound (the agent calls them). You can also bring your own Twilio number if you prefer; instructions in Dashboard → Settings → Phone Number.
The agent leaves a professional voicemail and sends a follow-up SMS inviting them to call back. You can configure retry attempts — e.g. call again in 30 minutes, then once the next morning. If they still don't pick up, the lead is flagged for manual follow-up in your dashboard.
Two options: (1) native integrations — if you use Typeform, JotForm, WordPress Contact Form 7, or HubSpot Forms, enable Data Runner in Dashboard → Integrations, no code needed. (2) webhook — point any form (custom or otherwise) to the webhook URL shown in Dashboard → Settings → Webhook, copy the secret header, and we'll trigger the outbound call within 60 seconds of submission.
Yes — Calendly is our default appointment tool. Paste your Calendly link during onboarding and the agent books directly into your calendar when a qualified prospect agrees to a meeting. Google Calendar also supported. Cal.com integration is on the roadmap.
We ship every call as a webhook you can pipe to Zapier, Make, or your own endpoint — so any CRM with an API (HubSpot, Pipedrive, Salesforce, GHL, HCP, ServiceTitan) can get updated contact + call log + outcome. Native OAuth integrations are on the roadmap.
Yes. Because your lead initiated contact first (by filling out your form, calling your number, or requesting info), this is a return call — not cold outreach. The agent identifies as AI if directly asked, which satisfies TCPA and most state disclosure requirements. For unsolicited outbound prospecting (cold lists you bought), you need explicit consent first — not our use case. See our Disclaimer for full details.
The voice is very natural — most people assume they're talking to a real employee. However, if directly asked "am I talking to a person or a robot?", the agent discloses it's an AI assistant. This is legally required in many states and is a pattern we enforce in every agent's prompt.
You do. Transcripts and recordings are your property. We store them for you in Supabase and you can export them anytime via Dashboard → Call Log → Export CSV. We do not sell or share your data. See our Privacy Policy for the full breakdown.
If the FAQ didn't answer your question, reach out — we reply within 24 hours on business days.