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Onboarding
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Onboarding
Hey, welcome! Who's filling out this onboarding form?
Owner
You own the business.
Assistant
Your have permission from business owner.
Family
You are relative and have permissions from owner.
Other
You are relative and have permissions from owner.
Section 1.1
Owner Details
Help us gain deeper insights into your business landscape.
First Name*
Last Name*
Email*
Date of Birth*
Phone*
Age
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
Sex
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
State*
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
Section 1.2
Busuiness Details
Help us gain deeper insights into your business landscape.
Email*
Website
Company size
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
In which industry does your business participate?
Please select...
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
In which industry does your business participate?
Please select...
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
Business address
Street*
Line 2*
State*
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
ZIP code*
This service is currently available exclusively to businesses established in Puerto Rico. For now.
Business service information
Please be as detail-oriented as possible. This information will be used on AI training datasets.
Hours
Insert Custome Code
Google “My Business” link*
Link*
Go to your Google account, and search for My Business. If you leave this empty, it means that you don't have one.
Social media links
Facebook
Instagram
X (Twitter)
LinkedIn
YouTube
TikTok
List all of your business social media accounts. This will be used on your website and agents.
Section 1.3
Assets and knowledge
Give your agents a powerful jump start to ensure they hit the ground running.
Business logo (PNG or SVG)*
Provide logos with transparent background if possible.
Browse files
Drag and drop files here
Frequently Asked Questions (FAQ)
Any FAQ's that will give more context for agent conversations.
Browse files
Drag and drop files here
Don't have one?
We made the right template
for you. Download it.
Download
Additional documents
Any FAQ's that will give more context for agent conversations.
Browse files
Drag and drop files here
Section 1.4
Agents customization
Create your perfect agent, tailored to your needs.
Name
Voice genre
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
Default language
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
Personality
1-2 employees
3-5 employees
6-10 employees
11-20 employees
20+ employees
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