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Welcome to Your AI Adventure

This onboarding section collects the key requirements needed to build your AI agent. You will provide information about the agent’s purpose, communication style, routing rules, and the data it must capture. Each step helps us understand your needs so we can configure the agent correctly and ensure it performs exactly as your business requires

Business info

Company Name *

Industry / sector *

Contact info

Email *

First Name *

Last Name *

Title / role

Phone *

Agent type

Agent type

Specify whether this is an inbound voice agent, outbound agent or chat agent

Agent role *

Describe the agent’s primary function such as appointment scheduling, support triage, sales qualification, or multi-purpose handling.

Goal of the agent

Description of Goal of Agent *

Example: After-hours triage agent that receives calls outside business hours, captures caller information, determines urgency, and either schedules follow-up or escalates emergencies to the appropriate on-call contact.

Routing logic

Voice + communication style *

Specify tone, clarity level, pace, personality, formality, and friendliness

Data the agent must capture *

Detail the exact information required to complete interaction successfully (name, contact details, reason for call, urgency, appointment time, notes, etc.)

Phrases to use / avoid *

Promising outcomes the business cannot guarantee • Saying “I don’t know” — instead say “Let me check that for you.” • Negative or dismissive language • Repeating questions already answered unless needed for clarity

Closing sentence preference *

Polite, clear, and action-based closing. Example: “Thank you for calling. You’ll receive a confirmation shortly. If you need anything else, we’re here to help.

Documents

Upload script

Upload the structured voice or chat script including flows, logic branches, objection handling, qualification questions, confirmation statements, and emergency or escalation procedures (If applicable)

Upload FAQs

Comprehensive list of common caller questions with approved answers, including policy explanations, booking rules, service limits, and next-step instructions (If applicable)

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