2Portrait build
Voice from the call
Transcript becomes the persona, characteristics and personality prompt.
SMRT co-creationPreview with sample data. Nothing here is saved.The customer's three rounds
Where each round sits in the process
A customer never gets the whole form. Each round arrives by email when the step before it is done, opens only its own screens, and the next round sends itself once the answers are in. Click a round below to go through it exactly as the customer does.
Agent automated
Customer the rounds
You the jobs only you do
Agent
5Between rounds
Round 1 lands
Name and voice approvals written to the record. Round 2 emails itself.
7Between rounds
Round 2 lands
Contact, coverage, hours and texting registration written to the record. Round 3 emails itself.
9All rounds in
Agent lane opens
Pre-provisioning tasks seeded, review gate raised. Only now, never after round 1.
Customer
You
1Discovery call
The interview
The hour-long call is the raw material for everything after it.
3Portrait sign-off
Approve the voice
The approval is what sends round 1. Nothing reaches the customer before it.
10Your clicks
Provision and launch
Wizard Part 1, Part 2A, integration key, phone number, A2P attestation, launch.
Discovery
Co-creation rounds
Provision + launch
The rounds
Round 1
Meet your agent
Opens when
The portrait is approved. The link emails itself.
Screens
NameVoiceDone
Collects
The assistant's name. Approve, or ask for changes to, the portrait and characteristics.
After submit
Written to the record. Round 2 sends itself.
Round 2
Your business + texting
Opens when
Round 1 is in.
Screens
DetailsCoverageAvailabilityA2PDone
Collects
Email, phone, office address, timezone. Coverage cities and zips, preferred area codes. Working days, hours, appointment length, buffer. Texting registration: legal name, EIN, business type, industry, registered address, state, website, authorized contact.
After submit
Written to the record. Round 3 sends itself.
Round 3
Finishing touches
Opens when
Round 2 is in.
Screens
ExtrasDone
Collects
Headshot, intro video, EIN confirmation letter, SOPs or reference docs. Nothing is required.
After submit
All rounds in. The agent task lane opens and the review gate is raised.
Rules every link follows
One round per linkThe link opens only that round's screens. The other screens do not exist for that visit.
24 hoursA link expires 24 hours after it is sent. A fresh one can be sent from the board.
No reopeningA submitted round cannot be opened again. Changes go through the next round or the team.
Nothing saved mid-roundClosing the tab before Submit loses that round's answers. The link still works until it expires.
What this preview shows: the live page, byte for byte, on sample data (Jordan Ellis, Northline Realty), opened the way each customer link opens it. Known gaps as of today: rounds 2 and 3 still say "Name me first" in the sidebar instead of the name chosen in round 1; area codes are still a required question in round 2; the final review screen in rounds 2 and 3 lists every section, so answers from earlier rounds show as "None"; there is no save-and-come-back inside a round.