Client Onboarding

AI Receptionist Onboarding Checklist

Tell us everything about your business. The more we know, the better your AI receptionist performs. Don't launch until the test-call checklist at the bottom is complete.

Business Basics

Business Name *

Locations / Service Area

Business Hours

Holiday Hours

Services & Pricing

Services Offered

Service Descriptions

Prices (or price ranges)

Current Promotions

FAQs & Policies

Frequently Asked Questions

Policies

Appointment Rules

Booking Platform

Phone & Routing

Existing Business Phone

AI Phone Number (if assigned)

Transfer Numbers

Staff / Extensions

Voice & Language

Languages

Name Pronunciations

Leads & Escalation

Lead Info to Collect

Urgent Situations

Escalation Rules

Situations AI Should Refuse / Escalate

Recording, CRM & Notifications

Call Recording

CRM System

Calendar / Booking Integration

Notification Recipients

After-Hours Behavior

Test-Call Checklist

Do not launch the receptionist until these are confirmed.

Greeting and AI disclosure sound correctService questions answered accuratelyPricing shared only when authorizedAppointment booking flows correctly to calendarLead capture captures all required fieldsEmergency call routes to 911 / on-call correctlyTransfer to human works and rings throughBilingual switching works (EN/FR)Call summary delivered to inbox after test

Additional Notes