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Maple

    Getting Started

    Complete your Onboarding

    Setting Up Your Maple Agent

    Complete your agent setup and get ready to go live.

    This guide walks you through the onboarding flow after your account and billing are set up.

    Before You Begin

    Make sure you have completed:

    • Created your Maple account
    • Entered your legal business name
    • Selected your plan and completed billing
    • Your restaurant’s main phone number
    • A second phone line for handoff — this must be different from your main restaurant line.
    • A computer (a laptop or desktop works better than a phone)
    • Your EIN and your bank routing and account numbers, if you’ll set up SMS or phone orders (both need business verification)
    • A PDF of your menu, if you won’t connect a POS that syncs it

    Why do I need a second line? When a customer needs to be transferred to a staff member, Maple calls your handoff number. If this is the same as your main line, Maple will pick up again instead of a human — creating a loop. A manager’s cell or back-of-house line works perfectly.

    Pausing and resuming: click Exit Onboarding in the lower-left corner at any point; your progress is saved. To come back, click the bell icon in the upper-right corner and select an onboarding item, or open a setup task under Pending Tasks on Maple Home.

    Step 1 — Get started

    After completing billing, you’ll see a Payment Successful confirmation screen. Your merchant account is now ready.

    Get Started 3

    Click Setup Your First Location to continue.

    Step 2 — Set up your first location

    You’ll see a screen outlining what’s needed to set up your location:

    Set Up Your First Location

    Set Up Your Location 2

    Click Get Started to begin.

    Step 3 — Look up your location

    Maple will try to find your restaurant automatically to pre-fill your location details.

    Type your restaurant’s name in the search bar. Select it and click Confirm Location Details. It will search for your restaurant online and pull the name, location, and hours of operation.

    Look Up Your Location

    If your location doesn’t appear, click Setup Location Manually to enter your details by hand: store name (how the AI will refer to your restaurant), store phone number (with the +1 country code), address, website, and hours of operation.

    If you have several locations, set up one now and add the rest later.

    Step 4 — Create your Maple agent

    You’ll see a confirmation that your agent is ready to be created. Click Get Started to begin agent setup.

    Create Your First Maple Agent

    Step 5 — Assign a phone number to your agent

    Maple will suggest an auto-assigned phone number for your agent. This is an internal number used for routing — your customers will never see it or dial it directly.

    Assign Phone Number

    Click Assign Phone Number to confirm. You can also click Search For Other Numbers if you’d prefer a different number or area code.

    Step 6 — Set your welcome message

    This is the first thing your customers hear when they call. Maple generates a default message based on your location name.

    Welcome Message

    You can customize this here, and anytime from your dashboard, to match your restaurant’s tone. Keep it short, warm, and direct — up to 120 characters.

    Click Continue when ready.

    Step 7 — Set up your handoff number

    Handoff Number

    When Maple can’t help a customer — or they ask to speak with someone — the call gets transferred to your handoff number.

    Enter a phone number that your staff can answer. This must be different from your main restaurant line.

    Handoff Number Set Up

    Click Save & Continue. If you’d like to skip this for now, click Skip Handoff Number — but we strongly recommend setting this up before going live.

    Important: Using the same number as your main line will cause an AI loop. The agent will pick up again instead of a staff member.

    Step 8 — Continue with Call forwarding

    Continue With Call Forwarding

    After setting this up, when customers call your existing restaurant number, calls are automatically forwarded to Maple. This will be the last step to get your agent live with Maple. 

    Select Continue With Call Forwarding to proceed with the recommended setup. The alternative, Use Maple Line, replaces your store number with the Maple number instead.

    Enable Call Forwarding

    Then Skip Setup Verification for now.

    Skip Set Up Verification

    Step 9 — SMS setup (optional)

    Maple can send SMS text messages to your customers — payment links, booking confirmations, online ordering links, and more.

    Skip SMS

    Choose: No, Skip SMS Setup — skip for now and set it up later from your dashboard. Then click Complete Onboarding.

    SMS setup requires business verification (A2P compliance), including your EIN. You can always come back to this later.

    Step 10 — You’re all set! 🎉

    Exit Onboarding

    Click Exit Onboarding to go to your dashboard and continue setting up.

    What to do next

    Before going live, we recommend completing these steps in your dashboard:

    Need Help?

    Your onboarding specialist can walk you through any step over screen share, or log into your account and complete setup steps for you.