SteadyCall’s onboarding is a fully managed, five-step process: a discovery call, setup fee payment, an onboarding call, your assistant and phone number going live, and access to your private dashboard. From the moment payment is made, it takes about one week to go live. The setup fee starts from $2,000 and scales with how complex your call-handling needs are, and the monthly subscription starts at $500 plus any usage beyond your base allocation, which you can track in real time.
The Five Steps, In Order
- Discovery call. You walk through how your business currently handles calls, what is going wrong, and what you want the assistant to do — answer, make outbound calls, or both.
- Setup fee payment. Once scope is agreed, the setup fee is invoiced. This fee is non-refundable once work begins, so this step typically happens only after both sides are confident in the scope.
- Onboarding call. This is where the specifics of your assistant get worked through in detail — call scenarios, how it should represent your business, and how your phone number will be set up.
- Assistant and phone number go live. Your AI voice assistant and dedicated phone number become active and start handling calls according to what was configured.
- Dashboard access. You receive your private dashboard showing assistant activity, call transcripts, plan usage, and analytics.
A discovery call before implementation is a common first step in B2B software and service onboarding generally, which is part of why SteadyCall structures the process this way — it reduces the chance of building the wrong thing before any fee is paid.
What SteadyCall Needs From You
To move through onboarding in roughly a week, you should come prepared with a clear picture of your current call volume and pain points, examples of the calls you want handled (and which ones you do not), any specific language or information the assistant needs to represent your business accurately, and a decision-maker available for both the discovery and onboarding calls. The more defined this is going in, the fewer rounds of back-and-forth are needed before go-live.
What Goes Live, and What Stays With You
At go-live, your assistant is answering and/or making calls 24/7, and your dashboard gives you visibility into every call — transcripts, activity, and usage against your plan. How SteadyCall works covers the day-to-day mechanics once the assistant is live, but onboarding itself is specifically about getting from zero to that point.
Where a Human Still Needs to Be Involved
Onboarding is also where you and SteadyCall define the boundaries of what the assistant handles versus what gets routed to a person on your team. That configuration is a conversation during the discovery and onboarding calls, not a fixed template — your business, your call types, and your risk tolerance for the assistant acting on your behalf all shape where those lines are drawn.
Onboarding tends to move fastest when you can describe your actual call patterns clearly before the setup fee is paid — vague scope at the discovery stage can add time to the process.
Pricing and Terms to Understand Before You Commit
- Setup fee starts from $2,000 and scales with complexity — it is a one-time, non-refundable cost once work begins.
- Monthly subscription starts at $500 plus usage beyond your base allocation, visible in real time through your dashboard.
- Service is month-to-month with a two-week cancellation notice — there is no long-term lock-in beyond that notice period.
- There is no free trial. The discovery call exists to reduce risk before any payment is made, but the engagement itself begins with a paid setup.
Full detail on cost structure is available on SteadyCall pricing, and a broader view of what the assistant does once live is on SteadyCall features.
When to Ask for a Tailored Assessment
If your call-handling needs involve anything beyond standard answering or outbound calling — multiple departments, unusual call types, or specific disclosures you need the assistant to make — raise this explicitly on the discovery call rather than assuming it is covered. Requirements around call recording consent and voice-assistant disclosure vary by jurisdiction and by your own business practices, so these are matters to confirm with your own legal counsel rather than something this page can specify on your behalf.
If you are still deciding whether the fit is right before committing to a setup fee, that is exactly what the discovery call is for — it costs nothing to find out whether your use case matches what SteadyCall actually does.
Frequently Asked Questions
How long does onboarding actually take?
About one week from the point you pay the setup fee to the point your assistant and phone number are live. The discovery call that happens before payment is not included in that week.
What happens on the discovery call, specifically?
You and SteadyCall walk through your current call-handling problems, what you want the assistant to do, and whether the scope matches a setup fee estimate. No payment happens on this call.
Why does the setup fee vary instead of being a flat number?
It starts from $2,000 and scales with complexity — the more involved your call scenarios and configuration needs are, the more work is required to set the assistant up correctly before go-live.
Is there a free trial before I pay the setup fee?
No. There is no trial period. The discovery call is designed to confirm fit before any fee is charged, but the engagement itself starts with the paid setup step.
Can I get a refund if I change my mind partway through onboarding?
The setup fee is non-refundable once work begins. This is why the discovery call exists first — to reduce the chance of starting work that gets abandoned.
What if I need to cancel after I am already live?
The subscription is month-to-month, and cancellation requires two weeks notice. There is no long-term contract beyond that notice period.
Who decides what calls the assistant handles versus what gets sent to a person on my team?
That boundary is defined together during the discovery and onboarding calls based on your specific call types and comfort level — it is not a fixed, one-size-fits-all setting.
Do I need to handle legal requirements like call recording disclosure myself?
Yes. Requirements around call recording consent and voice-assistant disclosure vary by jurisdiction, and you should confirm applicable rules with your own legal counsel rather than relying on general guidance.