Your phone system
The Phone Agent works by missed-call forwarding: your phone rings like it always has — the agent only picks up the calls you don't. That takes a standard feature called conditional call forwarding. Here's where it stands, carrier by carrier:
| You're on… | Status | What to know |
|---|---|---|
| Verizon, AT&T, T-Mobile (business cell) | WORKS | 60-second setting we walk you through on install day. iPhone users: we'll switch off one voicemail feature that can grab calls first. |
| Comcast Business, Xfinity Voice, Spectrum Business, Fios | WORKS | Standard forwarding codes, set from your phone. Spectrum sometimes needs the feature switched on in your online account first. |
| RingCentral, Nextiva, Ooma Office, Vonage, Dialpad, Grasshopper | WORKS | Set in your admin portal — we do it with you on the install call. A couple of these need one permission toggled first; we know which. |
| Mint Mobile | WORKS | Standard forwarding codes, verified on their own help pages. |
| Cricket, Metro, Straight Talk & other prepaid brands | VERIFIED AT INSTALL | Usually works, but prepaid carriers are inconsistent — some lines need a free add-on enabled, and some Straight Talk SIMs can't forward at all. We test yours with a live call before your clock starts; if it can't, your trial runs on a First Signal number instead. |
| Traditional copper landline (CenturyLink, Frontier, regional) | VERIFIED AT INSTALL | The feature exists but often has to be switched on by your carrier (a quick call from the account owner; some charge a small fee). We'll tell you exactly what to ask for. |
| magicJack, OpenPhone | DEPENDS ON PLAN | Business tiers support it; consumer/starter tiers don't. We check your plan during onboarding. |
| Google Voice (free or Workspace) | NEEDS A SWITCH | Google Voice has no missed-call forwarding to outside numbers — on any tier. Your trial still starts on time using a First Signal number; for the permanent setup, we help you move the number to a supported provider (it's portable, and we handle the walkthrough). |
Three things we say out loud
- The agent replaces your voicemail for missed calls. That's the point — a caller reaches a helpful assistant instead of a beep — but you should know it before we flip it on. Flip it back anytime with one code.
- Forwarded calls are included on most unlimited plans. On older metered plans, the forwarded leg can use minutes — we'll flag it if your plan is one of them.
- Every install ends with a live test call. Your 30 days don't start until you've heard it work yourself.
Your website (for the Chat Agent)
If you (or your web person) can paste one line of code into your site — WordPress, Squarespace, Wix, Shopify, Webflow, custom, all fine — the chat agent installs in minutes. If your site is locked down or your web person is on a fishing trip, we host a First Signal trial page with your services and the agent on it, and your trial runs there. Nobody's website has ever blocked a trial.
Your CRM
HubSpot, GoHighLevel, Jobber, Housecall Pro, ServiceTitan, Salesforce, Zoho, Airtable, Google Sheets — we connect during your install, using each system's own lead-intake door. No CRM at all? Every trial includes the First Signal Trial CRM, a clean lead board set up for you. This one is never a blocker.
Your email (only if you add the Email Agent)
Phone and chat trials don't touch your email at all. This section only matters if you add the Email Agent (part of the $249 Website + Chat + Phone + Email plan and the $349 Website + Sales Team plan) — an AI teammate that reads and answers lead emails from your own address.
| You're on… | Status | What to know |
|---|---|---|
| Google Workspace or Gmail | WORKS | Connected same-day with Google's own secure app-access — you stay in control, we never see your password. |
| Yahoo / AOL / Turbify, Zoho (paid), IONOS, iCloud custom domain, your web host's email | WORKS | Same-day via each provider's secure app access. Host-based email sometimes needs a deliverability tune-up — we do it as part of the install. |
| Microsoft 365 / Outlook | ONE APPROVAL CLICK | Microsoft requires connecting through their official sign-in with an admin approval — for most small businesses, the admin is you, and it's one click we do together. |
| GoDaddy email | SETUP CALL REQUIRED | It's Microsoft 365 under the hood, but GoDaddy-managed accounts sometimes block the approval step. We test yours on day zero; if it's blocked, there's a documented fix — or a quick move to regular Microsoft 365. |
| Comcast / Spectrum email address | WORKS, BUT… | Connectable with one settings toggle. Honest advice though: your business email shouldn't die with your cable contract. We'll recommend (and handle) a move to your own domain — from about $1–7/month. |
| Proton Mail | NEEDS A SWITCH | Proton's encryption design blocks outside apps by default — great for privacy, incompatible with an AI teammate in the inbox. The fix: business mail moves to Google Workspace, Microsoft 365, or Zoho on your same domain; keep Proton for personal. |
Running the business off a personal @gmail or @yahoo address? It connects fine on day one — and we'll gently push you toward email on your own domain (about $1–7/user/month, we handle the move). It looks better on every reply your agent sends.
Your roadmap — where this goes
- Day 0Pick your plan & onboard. One guided form, 20–30 minutes, no passwords. This page's checks happen here, so install day has zero surprises.
- InstallYour agent is installed. One business day on an agent-only plan — built from your answers, connected to your CRM, wired into your Signal Room. On a website plan, your site preview arrives within five business days of a complete brief, and going live then depends on you finishing your own domain, GitHub, and Cloudflare setup.
- The testYou approve the first Signal. We run the test scenarios together — including a live call or chat you watch land. Only then do your 30 days start.
- Days 1–30Live on your real leads. Every lead captured, qualified, logged, and posted to your Signal Room — with a brief every morning. No payment.
- During your 30 daysYour results and reminder. Before any charge, we send your results, the exact first-charge date, and the amount.
- Day 30The scoreboard. Signals captured, hot leads, missed calls recovered, estimated pipeline. Cancel before day 31 to pay nothing.
- From day 31Flawless continuation. Unless you cancelled, the same setup keeps working at your plan's monthly price — $149, $199, $249, or $349/mo on a website plan; $99/mo for one channel or $198/mo for phone + chat on an agent-only plan. Month to month, cancel any time.
- When you're readyGrow the roster. On an agent-only plan, add the second channel ($198/mo covers both, briefed daily). On a website plan, move up — phone at $199/mo, email at $249/mo, the full First Signal Sales Team at $349/mo. Social Media Management ($299/mo) adds to any plan — same system, more of it working for you.
30 days, no payment: card required, $0 charged, and the 30 days start when you go live. Then your plan continues automatically unless you cancel — $149, $199, $249, or $349/mo on a website plan; $99/mo for one channel or $198/mo for phone + chat on an agent-only plan.
STILL NOT SURE ABOUT YOUR SETUP? ASK DASH ON THE HOME PAGE — OR EMAIL FOUNDERAGENT@FIRSTSIGNALAGENTS.COM AND A REPLY LANDS IN SECONDS.