PATLive Dev

How it works

From your first sign-up to your thousandth call, we've designed every step to be simple. You'll have the tools and support you need every step of the way.

Try Free for 14 Days

Sign Up Your Way

Quick Start

Click any Start Free Trial button on the PATLive website to kick-start your self-guided setup. Create your account, answer a few questions and PATLive receptionists can begin answering your calls in just a few minutes.

Guided Setup

Want to talk things through before getting started? Schedule a consultation with a Product Specialist, talk with Sales or reach out if you need a larger plan. We'll answer your questions, recommend the right approach and get your account set up with you.

Choose Your Number

As part of setup, you'll decide how callers will reach you. Keep using your existing business number by forwarding calls, port your current number to PATLive or choose a new local or toll-free number.

You're Live!

Once your account is set up and your number is squared away, PATLive receptionists are ready to start answering on your behalf. Every account starts with the essentials, so your calls can be answered right away. From there, you can customize how calls are handled as much – or as little – as you'd like.

Make It Yours

The essentials are your baseline. Customization is what makes PATLive feel like your business

You're Always in Control

Customize your account anytime to fit the way you do business. From setting hours and greetings to scripts and transfers, access is a quick tap or call away from the moment your setup is complete:
  • Online through the web portal
  • On the go with the PATLive mobile app
  • By phone – our Customer Care team will make any updates for you, just give us a call

Get the Most Out of Your Service

Every PATLive customer has access to our Onboarding Specialists, and we highly recommend taking advantage. Your service works great right out of the box, but Onboarding is what transforms it into an experience that feels uniquely yours.

They’ll learn how your business operates, help shape a caller experience that fits you to a T and share the insights that come from helping thousands of businesses like yours.

And they don’t just set things up and vanish. Your first 30 days with PATLive is their hands-on time: they’ll keep a close eye on your account, suggest refinements, answer questions and help make sure everything is working exactly the way you want it to—even after your free trial has ended.

Your Free Trial

Your free trial is a full-feature test drive of PATLive’s answering service. There are no limitations, so you can experience everything we have to offer from day one.

See how PATLive fits into your day-to-day, fine-tune your setup with the help of your Onboarding Specialist and get a realistic picture of the call volume you need before choosing a plan.

Your trial is completely free. Your card won’t be charged until it ends, and you can cancel at any time. No contracts. No surprises.

What Happens When Someone Calls?

Behind every great caller experience is a process designed to feel effortless. While callers simply hear a friendly, professional receptionist, there's a lot happening behind the scenes to make every conversation feel seamless.

We Know It's Your Business

As soon as a call reaches PATLive, our system recognizes your business and presents the receptionist with everything needed to answer appropriately.

Ready Before They Say Hello

Before answering the call, the receptionist already has access to your customized playbook. They know how you'd like callers greeted, what questions to ask, when to transfer calls, how to schedule appointments, what information to collect and any special instructions you've provided. Every conversation follows your playbook, ensuring your callers receive a consistent experience while still allowing the conversation to flow naturally.

You Stay Informed

After every call, messages and caller details are delivered by email, text or through the PATLive app—whichever you prefer. Need to look something up later? Review message history, call activity and more anytime through the app or online portal.

FAQs

Frequently Asked Questions

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Get Started

You’ve built a business worth calling. Let’s make sure every caller feels that from the very first hello. Start a Free Trial or schedule a call. Let’s talk!

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