Help Center

Everything you need to know about using CareFriend

Setup Call Guide

⚠️ IMPORTANT: Call Your Loved One First

Before initiating the setup call, you must prepare your family member. This dramatically increases the chance they'll give clear consent.

What to Say When You Call

For Parents:

"Hey Mom/Dad, I wanted to let you know I've signed up for a service called CareFriend to help us stay more connected."

"An AI assistant named Sarah is going to call you a few times a week to chat and see how you're doing. She'll ask about your day, how you're feeling, and what you've been up to."

"The calls are recorded and I'll get summaries so I can keep up with how you're doing between my visits."

"Sarah is going to call you in the next 5-10 minutes to introduce herself and explain everything. Just answer like normal and she'll walk you through it. Does that sound okay?"

For Grandparents:

"Grandma/Grandpa, I want to tell you about something that will help us stay in touch better."

"I'm having a friendly AI assistant call you to chat. Her name is Sarah."

"She'll just check in, see how you're doing, maybe talk about the garden or your hobbies."

"The whole family can see that you're doing well. Would you like to try it?"

Key Points to Emphasize:

  • This is for staying connected as their child/grandchild
  • Calls are recorded and transcribed
  • You (family) will see summaries of conversations
  • You can manage the service from your Account page
  • It's helpful for you to know they're doing well
  • The AI is very friendly and remembers past conversations

What Sarah Will Say During Setup

Here's exactly what Sarah will say during the consent verification call:

Sarah: "Hi [Name], this is Sarah! I'm calling on behalf of your [relationship]. They've signed up for CareFriend, where I'll call you a few times a week to chat and see how you're doing."

Consent Checkpoint #1:

"I want to make sure you understand a few things. First, these calls are recorded and transcribed so I can remember our conversations and your family can see how you're doing. Is that okay with you?"

[Waits for clear "yes" before continuing]

Consent Checkpoint #2:

"Second, anything you tell me will be shared with your family members so they can stay informed. Is that okay?"

[Waits for clear "yes" before continuing]

Consent Checkpoint #3:

"Does all of this sound good to you?"

[Waits for clear "yes" - if approved, has brief friendly chat]

Note: If your loved one seems confused, Sarah will patiently re-explain. If they're hesitant, she'll respectfully end the call and you'll receive guidance on how to retry.

How Onboarding Works

We've designed the onboarding process to be smooth and friction-free. Here's how it works:

1

Sign Up (No Payment Required)

Create your account with just email and password. No credit card needed to get started.

2

Add Recipient Details

Provide your loved one's name, phone number, preferred call time, and personalization details like pets, hobbies, and medications.

3

Initiate Setup Call

From your dashboard, click the "Setup Needed" badge to start the consent process. Remember to call your loved one first to prepare them!

You'll receive an email when the setup call completes with the result.

4

Activate with Payment

Once consent is approved, an "Activate" button appears on the dashboard. Click it to choose your plan and enter payment details. Calls start immediately after activation!

Payment & Activation

When Do I Pay?

You only pay after your loved one has successfully given consent. This "try before you buy" approach ensures they're comfortable with the service before any financial commitment.

Multiple Recipients

Each recipient has their own separate subscription. You can add multiple elderly family members, and only activate (pay for) the ones who consent to receive calls.

Plan Options

Basic

$99/mo

2 calls per week

Popular

Standard

$179/mo

4 calls per week

Premium

$399/mo

Daily calls

What Happens After Payment?

  • Your recipient is immediately activated
  • Regular calls are scheduled based on their preferred time and timezone
  • You'll receive email summaries after each call
  • You can view call history and transcripts in your dashboard

Still Have Questions?

We're here to help! Contact our support team at admin@carefriend.ai