Onboard a new pilot (Option A)¶

Used for brother + first ~5 pilots. After ~5 pilots, switch to Option B (shared number + Diversion header).

The 6 things you need from the trade¶

Before you can clone anything, get these answers:

Mobile — the phone Polly will be on
Mobile network — Vodafone / EE / O2 / Three / Sky / Tesco / GiffGaff / iD / Lebara / VOXI (changes the forwarding code)
Business name — exactly as Polly should say it
Callback name — the trade's first name as Polly should say it
Email — for SMS+email handoff alerts
Urgent keywords — anything beyond "gas leak / smell of gas / CO" that should trigger their safety carve-out (boiler-pressure-zero, water-coming-through-ceiling, locked-out, no heat in winter, etc.)

Step-by-step (Option A)¶

1. Clone Polly UK Trades v2¶

Vapi Dashboard → Assistants → Polly UK — Trades v2 → Clone
Rename: Polly — [Trade business name]
In the prompt, replace the four tokens:
[business] → trade business name
[name] → callback name
[trade name] → callback name (same)
[number] → trade's mobile
Add any extra urgent-keywords lines into the safety section
Save → note new assistant ID

2. Buy a fresh UK Twilio number¶

Twilio Console → Phone Numbers → Buy a number → United Kingdom → Mobile
Bundle: reuse BUdbe4d4d212d86ccda00e0e7aa142c166
Capabilities: Voice + SMS
Buy. Note new phone SID + number.

3. Bind the new Twilio number to the cloned assistant¶

Vapi Dashboard → Phone Numbers → Import from Twilio → paste new SID/auth
Assign to the cloned assistant

4. Test call (you, not the trade)¶

Dial the new Twilio UK number from your own mobile.
Confirm: Polly says trade's business name, captures all 5 fields, ends cleanly.
Confirm: SMS and email handoff land at the trade's mobile/email with their details correctly templated.
If wrong, fix the clone, redial. Don't ship to the trade until clean.

5. Send the trade their kit (WhatsApp / SMS)¶

Template (paste, edit names + network):

Hey [name] — you're set up.

Your AI receptionist is live. To turn her on for missed calls, dial this
from your mobile (it's a forwarding code, takes 2 seconds):

  **61*[new UK number]#       (when no answer)
  **62*[new UK number]#       (when phone unreachable)
  **67*[new UK number]#       (when busy on another call)

To turn it off later:
  ##002#

To check what's on:
  *#61#

Try ringing yourself from another phone now (don't answer) — you'll hear
Polly pick up. Any job she captures will text and email you straight
away. Free for 7 days. I'll text you on day 6.

— Matt

(See Forwarding codes for per-network notes.)

6. Add the pilot to monitoring¶

Update status dashboard with the new number (status site reads from monitored-numbers.json).
Add to call log → "active pilots" sheet.
Set a reminder for day 6 (Matt's calendar / cron) to send the payment text.

7. Day 6 — payment close¶

See Pricing for the SMS template + Stripe flow.

When something goes wrong¶

Symptom	Likely cause	Fix
Trade's friends say "it went to voicemail"	Forwarding code didn't take	Trade dials `*#61#` to check; redial the code
Polly says wrong business name	Token replacement missed	Edit clone prompt, save, re-test
No SMS to trade	Twilio auth or `TWILIO_PHONE_NUMBER` wrong on bridge	Check bridge env, restart container
No email to trade	Zoho App Password expired / typo	Rotate `SMTP_PASS` in bridge `.env`