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Onboarding

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Thank You for Taking the Next Step!

We’re excited to help you bring Voice AI into your business and start capturing more leads, reducing no-shows, and scaling your customer service effortlessly. To get started, please complete the form below. If you already called the demo line and requested the webinar link, make sure to enter the same name, email, and phone number you used during that call. This helps us match your request and ensure a smooth setup experience. We’ll take it from there—our team will reach out promptly with next steps and help you go live.

Onboarding Form

First Name *

Last Name *

Phone *

Email *

Business Name *

Business Phone *

Business Email *

Business Website *

Primary Business Address *

Industry Type *

Brief Description

Typical Customer Questions / Call Reasons

Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7

Please Enter Sample Questions or Call Reasons

Do you have multiple locations or calendars? *

Yes

No

Business Hours (days/times open for appointments or calls) *

How should the AI respond after-hours? *

Forward to voicemail

Take a message

Send automated text/email follow-up

Preferred Greeting for Incoming Calls *

Do you want the AI to forward certain types of calls to a live agent? (Yes / No — if Yes, provide forwarding number) *

Do you want the AI to book appointments? *

Yes

No

Link to your booking calendar (Calendly, GoHighLevel, etc.)

Appointment types and durations (e.g., “Consultation – 15 min,” “Full Service – 60 min”)

Time Zone *

Do you currently use a CRM system? If Yes, Which one? (GoHighLevel, HubSpot, Salesforce, etc.) *

Email platform used for follow-up (e.g., Gmail, Outlook, SendGrid) *

Do you want SMS and email follow-ups enabled? *

Yes

No

Interested in outbound follow-up calls for lead engagement or appointment reminders? *

Yes

No

Would you like to enable workflow triggers based on call intent? *

Yes

No

Any custom actions or integrations you want us to explore?

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“We believe in using smart technology to eliminate missed calls, boost productivity, and help service businesses thrive.”