How Do Agencies Onboard a Business from Form Intake to Go-Live in Kickcall?

Bringing a new Business onto Kickcall usually means chasing business details over email, chat and spreadsheets, and still missing something before go-live. The Onboarding module replaces that with one structured, AI-powered form link, a trackable pipeline, and a one-click path into the live Business Portal.

Onboarding Overview

Onboarding allows agency administrators and team members to manage the setup of new Businesses. You can share an AI-powered onboarding form that automatically pre-fills business information, operating hours, and a draft knowledge base using the Business's website and public listings. Once the Business reviews and completes the form and any required technical configurations are handled, you can create the Business through Business Setup. You can also track onboarding progress, manage pending submissions, and review onboarding performance metrics and trends.

In this section

• All Onboardings & Actions — Track, Share Links, and Run Setup — the working list of every onboarding, its status, and the row actions you use to manage it day to day.

• Onboarding Statuses — the full definition of each pipeline stage and how a business moves between them.

• Onboarding Form — Internal Step — the technical setup the Agency completes on an onboarding before Business Setup.

• Onboarding Insights — Measure Speed, Volume, and Demand — time-based metrics, pipeline distribution, acquisition source and demand drivers across all onboardings.

• Manage Business Details & Configurations — what gets configured once a Business is created from an onboarding.

Important notes

• We recommend the Business completes the Onboarding form first, end-to-end, before the Agency does any internal configuration — doing setup work ahead of the form leads to duplicated work and mismatched data.

• Agent stability typically takes around 3 months after go-live, during which continuous monitoring and improvements are needed.

Next step

Open All Onboardings & Actions and generate your first Onboarding Form Link.