How can we help?

Sign up and start your free trial

Your first 7 days are free. You add a card when you start the trial, and you aren't charged until the trial ends.

1. Go to getpivotassist.com/signup.
2. Enter your name, business name, work email, a password (at least 8 characters), and the phone number you want answered. A mobile number for text alerts is optional.
3. Tick the box to agree to the Terms of Service and Privacy Policy, then click “Create account”.
4. If you see “Check your inbox”, open the confirmation link we emailed you.

To start the trial, go to Settings → Billing & Plan and click “Start free trial”. Stripe asks for your card. You pay $0 today, then $299 a month when the 7-day trial ends.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Set up your agent

After you sign up, a six-step setup walks you through everything. Your progress saves automatically.

1. Pick your industry.
2. Business basics: your business name, phone number, service area, business hours and the owner or manager's mobile.
3. Pricing & services.
4. Transfer destinations: the number to send callers to when they want a person.
5. Call forwarding: choose how calls reach Pivot Assist (see “Getting your calls to Pivot Assist” below).
6. You're live.

You can skip a step with “Skip for now”.

Your agent answers calls only once it has a Pivot Assist number. The top of your dashboard shows “Agent Active” when it's live.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Pick or change your industry template

There are 14 industry templates. Each one gives your agent a starting greeting and answers for your kind of business.

1. During setup, choose the industry closest to yours. If yours isn't there, choose “My business isn't listed” and get in touch with us.
2. To change it later, go to Settings → Agent Settings.
3. Under “Quick start templates”, pick an industry, then click “Load template” and “Yes, apply”.

Loading a template replaces your current FAQs. Your transfer rules and hours are kept.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Set your hours, services and FAQs

1. Go to Settings → Agent Settings.
2. Under “Business hours”, set each day's hours or tick “Closed”, then click “Save hours”.
3. Under “About your business”, list your services, one per line, then click “Save business details”.
4. Under “Frequently asked questions”, add your own answers with “+ Add FAQ”, then click “Save my answers”.

The agent offers appointment times only inside your saved hours, in 30-minute steps. If no hours are saved, it offers weekdays 9 to 5.

Saving updates your live agent, and changes apply on the next call. If an update ever doesn't reach your live agent, the page tells you instead of showing “Saved”.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Get a new Pivot Assist number

1. In setup's “Call forwarding” step, choose “I want a NEW number from Pivot”. Or go to Settings → Phone Number and click “Choose a new number”.
2. Pick an area code.
3. Click “Reserve a number”.

If no numbers are free in that area code, try a different one.

Call your new number from another phone to check the agent answers.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Forward your existing number

Keep the number your customers already call, and forward its calls to your Pivot Assist number.

1. Get a Pivot Assist number first (see “Get a new Pivot Assist number”).
2. Go to Settings → Phone Number and open “How do I forward my existing line to this number?” for your carrier's steps, or use your carrier's own call-forwarding settings.
3. Forward calls from your business line to your Pivot Assist number.
4. Call your business line from another phone. The agent should answer.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Move (port) your number to Pivot Assist

Porting moves your existing number to Pivot Assist. Your carrier runs the process, and it typically takes 1–2 weeks.

1. Go to Settings → Phone Number and click “Start a port request”. Or, in setup's “Call forwarding” step, choose “I want to PORT my number to Pivot”.
2. Enter the number, your current carrier, your carrier account number, your billing ZIP code, and the authorized signer's name and email.
3. Tick the Letter of Authorization box and click “Submit port request”.

While the port works through the carriers, you can use a temporary new Pivot Assist number so you start taking calls right away.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Connect Google Calendar

1. Go to Settings → Integrations.
2. Under “Calendars”, find Google Calendar and click “Connect”.
3. Sign in with Google and allow access.

We use your primary calendar. We read only the start and end times of your events and whether each one is busy, never their titles, descriptions or guests.

To stop, click “Disconnect”. We revoke our access with Google and delete the stored tokens.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

How booking works on a call

1. The agent offers only times that are open: inside your saved hours, not already booked, and free on your Google Calendar if you've connected it.
2. It asks the caller for their name, phone number and email, and an address if your business works on-site.
3. It reads the booking details back and waits for a yes.
4. Then it books the appointment.

Each time slot takes only one booking. Bookings show on your Appointments page and, if you've connected it, on your Google Calendar.

You don't need a calendar to take bookings: without one, they're saved in Pivot Assist only.

Callers who give an email get a confirmation email with an “Add to calendar” file. Their replies go to your “Email for customer replies”.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Cancel a booking yourself

1. Go to Appointments.
2. Find the upcoming booking and click “Cancel”.
3. Click “Yes, cancel it”.

We don't notify the caller, so let them know yourself.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Set where transfers go

1. Go to Settings → Agent Settings.
2. Under “Escalation & after-hours”, enter a number in “Transfer calls to”. Use a cell or direct line that is not forwarded to Pivot Assist.
3. Click “Save escalation rules”.

If “Transfer calls to” is blank, the agent takes a message instead of transferring.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

When the agent transfers a call

The agent transfers when a caller asks for a person, or needs something it can't help with. It asks for the caller's name, then transfers.

The transfer rings for 20 seconds. If nobody answers, the agent takes a message, and we email you so you can call back. If you've turned on text alerts, you get a text too.

Callers who describe a gas smell, a carbon-monoxide alarm, a fire, sparks or an injury are told to get to safety and call 911.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Confirmation and reminder texts for callers

After a caller books, the agent asks: “Want me to text you a confirmation now and a reminder the day before? It'll come from Pivot Assist, the booking service for [your business]. Message and data rates may apply.”

Texts go only to callers who say yes on the call. Agreeing is never required to book.

A caller who says yes gets a confirmation and a reminder the day before. They can reply 1 to confirm, 2 to reschedule or 3 to cancel. Every change is emailed to you and shown on Appointments.

Texts come from your Pivot Assist number. Callers can reply STOP to opt out or HELP for help.

The wording of every text is fixed: you can't edit it. You can read it all on our Caller Text Messages page.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Text alerts for you

Get a text when a caller leaves a message, a transfer doesn't connect, or a booking doesn't go through.

1. Go to Settings → Integrations.
2. Under “Notifications”, find “Text alerts” and enter your mobile number.
3. Tick the consent box and click “Save”.

You can also turn text alerts on when you sign up. You'll get up to 20 a day. Reply STOP to turn them off.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

The plan and your minutes

Pivot Assist is one plan: $299 a month, everything included. It includes 1,000 minutes a month, then $0.39 a minute.

The “Minutes this period” card on your Overview and Billing pages shows how many you've used. We email you at 80% and 100% of your included minutes.

An annual plan is also available: $2,990 a year, with Guided Setup included. Book a call with us to sign up.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Is there a setup fee?

Not if you set it up yourself.

Guided Setup is optional and costs $499, one time: we build your agent, set up forwarding, and tune it on your real calls for the first week. The Guided Setup fee is non-refundable.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Month-to-month, and the money-back guarantee

The monthly plan renews each month until you cancel. There's no long-term contract.

Your first monthly fee is covered by a 30-day money-back guarantee: if you cancel within 30 days of your first paid month, we refund that month in full. After that, fees for the current billing period aren't refunded when you cancel, except where the law requires a refund.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

How spam calls are counted

Calls we flag as spam or robocalls, and calls where the caller never spoke, don't count toward your minutes.

Your call log marks them “Spam — not counted” or “No caller — not counted”, and your minutes card shows how many were left out.

A call that booked, rescheduled or cancelled an appointment, was transferred, or left a message always counts, even if it was flagged.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.

Cancel your plan

Cancelling takes effect at the end of your current billing period. Your service continues until then, and you aren't charged again.

1. Go to Settings → Billing & Plan.
2. Under “Current plan”, click “Manage subscription”. This opens Stripe's billing portal for your account.
3. In the billing portal, cancel your plan.

On the annual plan, click “Cancel at the end of my year” on the Billing & Plan page.

Still stuck? Call us at (949) 844-2169. Our AI answers first. Ask for Andrew and you'll be transferred. Or email support@getpivotassist.com.