No More Back & Forth. Complete Setup in One Go.

Earlier, onboarding a business meant collecting the same information across multiple steps and forms, leading to repetition, delays, and missed details. For agency and business users, this means you can now onboard using a single, guided form that captures everything in one go, so AI voice agents are configured correctly from day one, including business details, call behavior, integrations, and call controls.

What’s New  

• Guided Business Setup Flow: Business details, availability, call behavior, and knowledge are organized into clear sections for accurate onboarding.

• Integration Selection During Onboarding: Choose which platforms to integrate with during onboarding, reducing follow-up setup later.

• Call Handling Rules: Call behavior (continue, transfer, or end) is defined upfront for consistent call outcomes.

• Built-In Call Controls: Spam handling and post-call actions are configured as part of onboarding.

• Availability & Scheduling Setup: Business hours are captured clearly so calls, bookings, and follow-ups align with real availability.

• Call Recording for Reference: Enable call recording preferences during onboarding so teams can keep recordings for review and reference when needed.

• Structured Knowledge Input: FAQs and business-specific information are added during onboarding to give agents reliable answers from the first call.

Why This Matters  

For agency users managing multiple accounts, capturing business context, integrations, call controls, and recording preferences in one flow means faster go-live across clients and less rework. For business users, it means agents behave correctly from the start and the setup experience feels smooth rather than repetitive.