AI Integrating – Paid Client Setup Form

Digital Staff Onboarding Form

Please provide details about your business and preferences for your AI Digital Staff.
Business Name
Name

First NameLast Name
Business Email
example@example.com
Business Phone
Please enter a valid phone number.Format: (000) 000-0000.
Business Hours
Example: Mon–Fri 8am–5pm (local time)
Service Area (Cities/Towns)
Primary Type of Business
Example: Plumbing, HVAC, Electrical, Landscaping, Roofing
if you have a website, our AI can automatically learn your services, service areas, and business information to answer calls more accurately.
If no website is provided, your AI will use the information from this form.
What is your business time zone
Use promo code:

Roblv0Ti

to get Marcus, your AI receptionist, for just $1 for the first month.

My Subscriptions

Peter — Estimator

($500.00 for 1 month)

Marcus — Front Desk Receptionist

($250.00 for 1 month)

Julian — Executive Operations Director

($649.00 for 1 month)

Lexi — Emergency Dispatch Specialist

($375.00 for 1 month)

Ava – AI Scheduler

($350.00 for 1 month)

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Purchased Package
Purchased Add Ons
Tell us about your business (required if you did not provide a website)
Describe what you do, who you serve, and how you usually help customers. Example: Services offered, pricing style, locations, or common questions you get.
Provide any pricing or policies the Ai Agent should know
In one or two sentences, what does your business do?
Who usually calls you?

Other
Should your agent sell, quote prices, or collect payment?
Is there anything else your agent should avoid discussing?
Please upload any helpful documents (Menu, pricing, services, FAQs, brochures)

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Is there anything else you'd like your agent to say or do every call?
Example: Always get caller's name.
- What counts as an emergency for your business?
  Examples: no heat, flooding, power outage, gas smell
- Primary emergency phone number
- Emergency Alert Email Address
- Mobile Number for Emergency SMS Alerts
- Special instructions for urgent callers
- How should the agent handle scheduling requests?
- After submitting this form, you’ll receive an email to connect your calendar through Cal.com. Scheduling becomes active once that step is completed.
- If you selected "Send callers to website to book," please provide your booking link below:
- If your business has multiple staff or providers, should the agent ask if the caller has a preferred person?
- Required job details for Agent to collect
  
  Other
- Questions your agent should ask callers:
  
  Other
- Additional info for job intake
- Should she request photos via text?
- Follow-up timing
- Number of follow-up attempts
  
  1
  
  2
  
  3
  
  4
  
  5
  
  1 is 1 Attempt, 5 is 5 Attempts
- Main offer/push (e.g., “Let’s get you booked this week”)
- Email for call summaries
- Add anyone else who should receive call summaries or alerts.
  Example: John Smith – john@email.com – 555-123-4567; Office Manager – office@email.com
- I certify that the information provided is accurate to the best of my knowledge and acknowledge that my AI agent will function based solely on the information supplied.
- agent_name
- agent_gender
- voice_tone
- agent_role
- agent_template_id
- stripe_id
- Should be Empty:

Digital Staff Onboarding Form

My Subscriptions*

My Subscriptions