> ## Documentation Index > Fetch the complete documentation index at: https://docs.maple.inc/llms.txt > Use this file to discover all available pages before exploring further. # 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](https://docs.maple.inc/images/get-started-3.png) 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](https://docs.maple.inc/images/set-up-your-first-location.png) ![Set Up Your Location 2](https://docs.maple.inc/images/set-up-your-location-2.png) 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](https://docs.maple.inc/images/look-up-your-location.png) 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](https://docs.maple.inc/images/create-your-first-maple-agent-.png) --- ### **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](https://docs.maple.inc/images/assign-phone-number.png) 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](https://docs.maple.inc/images/welcome-message.png) 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](https://docs.maple.inc/images/handoff-number.png) 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](https://docs.maple.inc/images/handoff-number-set-up.png) 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](https://docs.maple.inc/images/continue-with-call-forwarding.png) 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](https://docs.maple.inc/images/enable-call-forwarding.png) Then **Skip Setup Verification** for now. ![Skip Set Up Verification](https://docs.maple.inc/images/Skip-set-up-verification.png) --- ### **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](https://docs.maple.inc/images/Skip-SMS.png) 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](https://docs.maple.inc/images/Exit-onboarding.png) 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: - **[Maple Dashboard Overview](https://docs.maple.inc/dashboard-overview.md)** — a complete walkthrough of your dashboard - **[Going Live](https://docs.maple.inc/going-live.md)** — test your agent and switch on call forwarding --- ### **Need Help?** - **Email:** - **Support hours:** 24/7 - **Dashboard:** [app.maple.inc](https://app.maple.inc) Your onboarding specialist can walk you through any step over screen share, or log into your account and complete setup steps for you.