Your complete FollowWiz onboarding guide
Follow these seven steps and your AI SMS assistant will be live and following up with customers today.
- 1
Step 1
Create a FollowWiz account.
Sign up and start your free trial — no credit card required.
- 2
Step 2
Connect your Twilio account.
Add your Twilio credentials and select the phone number FollowWiz will send SMS from.
- 3
Step 3
Connect your OpenAI API key.
Paste your OpenAI API key so FollowWiz can power AI conversations with ChatGPT.
- 4
Step 4
Configure your business settings.
Set the essentials so the AI schedules correctly.
- Business name
- Business hours
- Timezone
- Appointment availability
- 5
Step 5
Add your Business Knowledge.
The AI will only answer customer questions using this Business Knowledge.
- Services
- Pricing
- Frequently Asked Questions
- Company policies
- Appointment information
- 6
Step 6
Import or create customers.
Upload your customer list or add customers manually to start conversations.
- 7
Step 7
You're ready to start automating appointment follow-ups.
FollowWiz takes over reminders, confirmations, follow-ups, rescheduling, and CRM updates.
Start your setup now
Set up FollowWiz in minutes with your own Twilio number and OpenAI key. Your AI assistant handles the rest.