> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ezforge.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Setup Wizard
> Create your agent presence in under 15 minutes
## Overview
The Ready setup wizard guides you through creating your business's agent presence. No technical knowledge required — just answer questions about your business.
ezForge Ready is currently in development. This page describes the planned setup experience.
## Steps
Import your existing Google Business Profile to pre-fill your business name, address, phone, hours, and description automatically. You can skip this step and enter details manually in Step 2.
Enter your business name, address, phone number, website, and hours of operation.
Verify your business phone number via SMS to earn a phone-verified badge visible to AI agents.
Select your business type (Restaurant, Salon & Spa, or Home Services) and customize the template with your offerings. The fields shown depend on your vertical — see the sections below.
Review your settings and deploy your MCP server. Your server is live in minutes with a URL you can share with AI platforms.
***
## Vertical: Restaurant
When you select **Restaurant** in Step 4, the wizard collects:
### Cuisine type
Select your cuisine type from the dropdown (e.g. *Italian*, *Mexican*, *Japanese*). This helps AI agents match your restaurant to cuisine-specific queries.
### Menu items
Add individual menu items to your catalog. For each item, provide:
| Field | Required | Description |
| ------------ | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |
| Name | Yes | The item name (e.g. *Margherita Pizza*) |
| Category | Yes | One of: Appetizers, Soups & Salads, Entrees, Sides, Desserts, Beverages, Specials, Kids Menu, or Other |
| Price (\$) | No | Displayed price — stored as `priceCents` (integer cents) |
| Description | No | Short description of the dish (up to 500 characters) |
| Dietary tags | No | Checkboxes: Vegetarian, Vegan, Gluten-free, Dairy-free, Nut-free, Halal, Kosher, Spicy — stored in `catalog.items[].metadata.dietary_tags` |
| Allergens | No | FDA major allergens: Milk, Eggs, Fish, Shellfish, Tree nuts, Peanuts, Wheat, Soybeans, Sesame — stored in `catalog.items[].metadata.allergens` |
Up to 200 menu items can be added per restaurant. When at least one menu item is provided, the `menuBrowsing` and `onlineOrdering` feature flags are automatically enabled in `EZFORGE_READY_CONFIG`.
### Additional menu notes
Optionally enter a free-text description of specials, seasonal dishes, or other information not covered by the structured catalog (up to 2000 characters). Stored in `business.metadata.menuNotes`.
### Business hours override
Optionally enter a plain-text hours string (e.g. `Mon–Sat 11am–10pm, Sun 12–9pm`) to override the hours entered in Step 2. Stored in `business.metadata.hoursOverride`.
***
## Vertical: Salon & Spa
When you select **Salon & Spa** in Step 4, the wizard collects:
### Services
Add one or more services to your catalog. For each service, provide:
| Field | Required | Description |
| -------------- | -------- | ------------------------------------------------------------------------------------- |
| Name | Yes | The service name (e.g. *Women's Haircut*) |
| Category | Yes | Service category: Hair, Color, Nails, Skin, Massage, Waxing, Lashes & Brows, or Other |
| Duration (min) | Yes | Service duration in minutes — used to generate appointment time slots |
| Price (\$) | No | Displayed to clients as the fixed price |
Services are packaged into the `EZFORGE_READY_CONFIG` environment variable and exposed through the `search_services` and `get_service_details` MCP tools.
### Stylists
Optionally add stylists to your directory. For each stylist, provide:
| Field | Required | Description |
| ------------------ | -------- | ------------------------------------------------------------ |
| Name | Yes | Stylist's full name |
| Specialties | No | Comma-separated list (e.g. *color, highlights, balayage*) |
| Accepting bookings | No | Whether this stylist is currently available for new bookings |
Stylists are stored in `business.metadata.stylists` and exposed through the `salon://stylists` resource.
### Cancellation policy
Optionally enter your cancellation and rescheduling policy in plain text. This is surfaced by the `get_cancellation_policy` MCP tool when clients ask AI agents about cancellations.
***
## Vertical: Home Services
When you select **Home Services** in Step 4, the wizard collects:
### Services
Add one or more services to your catalog. For each service, provide:
| Field | Required | Description |
| --------------------- | -------- | ---------------------------------------------------------- |
| Name | Yes | The service name (e.g. *Water Heater Installation*) |
| Category | Yes | Service category (e.g. *Plumbing*, *Electrical*, *HVAC*) |
| Description | No | Short description of the work performed |
| Price range (min/max) | No | Price range in cents — displayed to clients as an estimate |
| Urgency levels | Yes | One or more of: `emergency`, `same_day`, `scheduled` |
Services are packaged into the `EZFORGE_READY_CONFIG` environment variable and exposed through the `get_services` and `request_quote` MCP tools.
### Service area
Define where you accept jobs. Provide at least one of:
| Field | Required | Description |
| -------------- | -------- | ------------------------------------------------- |
| Zip codes | No | List of zip codes you serve (up to 100) |
| Cities | No | List of city names you serve (up to 50) |
| Radius (miles) | No | Optional radius around your address (1–500 miles) |
Service area data is used by the `check_service_area` MCP tool to confirm whether a client's location is within your coverage zone.
### Credentials
Add your contractor license(s) and insurance information. For each credential, provide:
| Field | Required | Description |
| ------------------ | -------- | ------------------------------------------------------------------------ |
| License number | Yes | Your contractor license number (e.g. *MI-PLB-12345*) |
| License type | Yes | The license classification (e.g. *Master Plumber*, *General Contractor*) |
| Insurance provider | Yes | Name of your liability insurance carrier |
| Expiration date | Yes | License expiration date — shown to clients via `verify_credentials` |
Credentials are stored in `HomeServicesCredential[]` within `EZFORGE_READY_CONFIG` and surfaced by the `verify_credentials` MCP tool when clients ask about your qualifications.
***
## Google Business Profile import
Ready can import your existing Google Business Profile to pre-fill 60%+ of your setup fields, including:
* Business name, address, and phone number
* Hours of operation
* Business category / vertical
* Photos and description
***
## Verification
After setup, verify your business to build trust with AI agents. Tiers are strictly ordered — each level requires the previous one.
| `VerificationLevel` | Display label | How it is awarded |
| ------------------- | ----------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| `unverified` | Unverified | Default for all new accounts — no action required |
| `phone_verified` | Phone Verified | User-initiated: click **Verify phone** in Ready settings and enter the SMS code — tier is awarded automatically on confirmation |
| `business_verified` | Business Verified | Automatic: account is ≥ 30 days old and phone-verified — no action required (Google Business Profile cross-reference in Beta) |
| `premium_verified` | Premium Verified | Manual review by ezForge team — apply from your Ready settings page |
For full details on earning each tier and what the verification badge shows in your dashboard, see [Business Verification](/ready/verification).
***
## Post-setup configuration
After your server is deployed, you can update your business settings at any time from the **Business** page:
* Edit your business name, description, address, phone, and website
* Configure structured business hours by day of week
* (Salon) Add or remove services and stylists
* (Home Services) Add or remove services, update your service area, and manage credentials
Changes you save will trigger an automatic redeploy of your MCP server so AI agents always see your latest information.