Client Onboarding

Let's Build Your Voice Agent

Tell us about the business and how you want the agent to sound. We'll handle everything else — your agent will be live within minutes.

1
Business Info
Basic details about the client
2
Agent Setup
Name, voice, and first impression
The name your agent uses when answering
The very first thing the agent says when a call connects
🖼️
Click to upload or drag & drop
A clear headshot works best
3
Services
What they offer — and what they don't
Type a location and press Enter to add
Type a service and press Enter to add
Prevents the agent from offering things you don't do
4
Availability
When they're open and how to handle after-hours
5
Lead Routing
Where call reports and urgent leads get sent
Receives call reports and has access to your call log
For urgent lead alerts — we'll text this number when a hot lead comes in
6
Knowledge Base
What makes this business worth calling
What the agent says when asked about price — be specific or say "free estimate"
Ready to launch?
This will build and activate your AI voice agent, set up your call log, and send you a confirmation.
🚀
Your Voice Agent is Live! 🎉
Your agent is active and ready to take calls. A call log has been created and shared with the email below.