Client Onboarding
Step 1 of 6

Company Information

Let's start with the basics. This information helps us set up your account and personalize your AI assistant.

Please enter your company name.
Please enter a contact name.
Please enter a valid phone number.
Please enter a valid email address.
If you have one — we'll use it to learn about your brand.
This determines which sections of the form are relevant to you. You can always upgrade later.
An AI concierge on your website that talks to visitors, navigates pages by voice, and captures leads. Available with any package.
How many offices, branches, or service areas do you operate?
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Step 2 of 6

Services & Pricing

This helps us configure your AI to quote accurate prices and correctly describe the services you offer when talking to customers.

Select all that apply. You'll be able to enter typical pricing for each selected service below.
Please select at least one service.
Seasonal specials, guarantees, what makes you different from competitors, etc.
Recording a short audio message is often faster than typing. We'll listen and configure everything for you.

Tap the button and describe your services, pricing, and anything special about your business.

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Step 3 of 6

Location Details

We need this for each location so the AI knows your hours, phone numbers, and service areas. It'll answer calls differently depending on which location a customer is reaching.

Step 4 of 6

Voice AI Preferences

Your AI phone agent will handle incoming calls, book appointments, and answer common questions. Let's make sure it sounds and acts the way you want.

This is the name your AI will introduce itself as when answering calls. Our default is "Barry" but you can pick any name you'd like.
How should the AI come across on the phone?
When someone calls outside your business hours, what should the AI do?
What does your business consider an emergency that should be escalated immediately? (e.g., active termite swarm, wildlife in the home, sewer line backup)
Record how you'd like the AI to greet callers. We'll use this as inspiration for the AI's tone and style. For example: "Thanks for calling Southeast Pest, this is Barry, how can I help you today?"

Tap the button and say a sample greeting the way you'd want your AI to sound.

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Step 5 of 6

Integration & Technical

This helps us connect your AI system to your existing software and website. Don't worry if you're not sure about some of these — just answer what you can.

This determines how we pull your daily schedule for route optimization and dispatch intelligence. Select all that apply.
You selected the Voice Widget add-on. We need a few details about your website to get it installed.
What is your website built on? Check your website footer or ask your web developer if you're not sure.
We may need to coordinate with them to install the voice widget.
Step 6 of 6

Review & Submit

Take a look at everything you've entered. You can go back to any step to make changes before submitting.

Final thoughts, questions, concerns — whatever's on your mind.
Anything else that would help us serve you better? Sometimes it's easier to just talk about it.

Tap the button and share any final context or questions.

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You're All Set!

Thank you for completing the onboarding form. Our team will review your information and begin configuring your AI system. We'll be in touch within 1-2 business days with next steps.

What happens next

We review your services and pricing

We configure your AI voice agent

We schedule a 15-minute test call

You go live with zero downtime