Client onboarding

Let's build your agent.

The more you tell us, the better your AI receptionist performs from day one. Takes about 10 minutes — answer like you're training a brand-new employee.

Your company

Company name *

Your email *

We'll reply here if anything needs clarifying.

Website

What does your business do? *

Industry, what you sell or service, who your typical customer is.

Best contact person (name & phone) *

Who we reach out to with questions during setup.

Coverage & hours

When should your AI receptionist answer? *

Your working hours (as you want them told to callers) *

Exactly how the AI should say it. Include your timezone.

Services & pricing

Main services you offer *

List them all — the AI will only talk about what you put here.

Service area / locations you cover

Can the AI quote prices? If yes, list them.

Leave blank if the AI should never discuss pricing.

Promises & commitments

This is the most important part. Callers will ask "when can someone be here?" — tell us exactly what the AI is allowed to commit to.

What CAN the AI promise callers? *

e.g. "A technician will be on site within 2 hours", "We'll call you back within 15 minutes", "Same-day service for emergencies".

What must the AI NEVER promise or say?

e.g. never guarantee exact prices, never promise same-day service on weekends.

Call handling

How should urgent / emergency calls be handled?

What counts as an emergency for you, and what should happen.

When should a call be transferred to a human — and to what number?

Should the AI book appointments? How does booking work today?

Calendar you use, available time slots, info you need from the customer.

Common questions customers ask — with your answers

The more you give us here, the smarter your agent is on day one.

Personality & extras

How should the AI greet callers?

A name for your AI receptionist (optional)

Anything else you'd like your agent to know or do? *

Seriously — anything. Tone, phrases you love or hate, competitors, special offers, seasonal details.

9 required questions left to answer