Client Onboarding

Let’s set up your AI front desk.

A few details and we’ll build everything for you — about 10 minutes. Fields marked * are the essentials.

Your details

Full name *Business phone callers will dial *Email for lead summaries *Cell number for summary texts *

Your business

Business name *Industry *If Other, please specifyWebsiteBusiness hours

Your location

Street addressCity *Province / StatePostal codeCountry

Your AI receptionist

Preferred assistant name

Preferred voice style

Warm femaleProfessional femaleWarm maleProfessional male

Languages needed besides EnglishHow should the assistant answer the phone? Write the exact greeting

What to ask your callers

What are the 3–6 things your assistant should find out from every caller?What types of calls do you get most often?When should the assistant promise YOU will call back as a priority?

Common questions

List the top 5 questions callers ask, with the answers you'd like givenWhat do you offer someone who says 'not right now'?

Leads & booking

Phone setup & go-live

Current business phone number *Mobile carrier

When should calls forward to your AI receptionist?

When I'm busyWhen I don't answerBothAll calls after hours

We’ll email your answers to our team and follow up within one business day.