Client On-boarding

AIXL — AI Voice Agent Onboarding
AI
AIXL
AI Voice Agent Onboarding
Set Up Your AI Voice Agent
Tell us about your business and we'll configure, train, and launch your 24/7 AI Phone Agent. Takes about 10–15 minutes.
Section 1 of 6 — Business Basics Step 1 / 6
🏢 Business Basics
Tell us who you are and how your team operates.
Include legal entity name and any brand names the AI should use when answering calls.
Please enter your business name.
Please enter your name.
Please enter a valid email.
Please enter your phone number.
Be specific — this shapes the AI's vocabulary, tone, and default responses.
Please select your industry.
When should the AI answer calls vs. divert to voicemail or a human?
👥 Caller Profile
Help the AI understand who calls you and why.
List by frequency if possible — this defines exactly what the AI needs to handle well.
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Please describe the top reasons people call.
Define hard escalation triggers — legal threats, complaints, high-value deals, safeguarding concerns, etc.
Please describe your escalation rules.
📚 Knowledge Base & Files
Upload the content your AI agent will be trained on.
Tick everything you have — you can upload files below.
Paste your website, help centre, sitemap, or API doc URLs. One per line.
FAQs, scripts, pricing sheets, SOPs — PDF, Word, or text files (max 10MB each).
📄
Click to browse or drag files here
PDF, DOC, DOCX, TXT — up to 10MB each
Logo, brand assets, or product photos the AI's documentation should reference.
🖼️
Click to browse or drag images here
PNG, JPG, SVG — up to 5MB each
🎙️ Agent Persona & Call Flow
Define how your AI agent sounds and behaves on calls.
What should the AI introduce itself as on calls?
Please give your agent a name.
Walk us through the perfect call: greeting, data to collect, decisions, actions (book appointment, send SMS, log to CRM).
Please describe your ideal call flow.
🔌 Integrations & Data Sources
Connect the AI agent to your existing systems.
Provide API keys or secure vault links for each connected system. Stored encrypted.
🔒 All credentials are encrypted at rest. If you prefer, share via a secure vault link (1Password, Bitwarden) instead of pasting here.
🛡️ Phone Setup & Compliance
Final details before your agent goes live.
ℹ️ After you submit, our implementation team will review within 1 business day and reach out to schedule your configuration call.
Questionnaire Submitted
Thanks! Your responses and files have been sent to our implementation team. We'll review within 1 business day and reach out to schedule your configuration call.
Reference: AIXL-000000