Client kick-off form 🚀

Everything we need to get you live.

press Enter ↵

'Oops! something went wrong.',

Primary contact (day-to-day) ^*

First name ^*

Last name ^*

Email ^*

Phone number ^*

Company ^*

press Enter ↵

'Oops! something went wrong.',

Call handling preferences

Scenario: a call from a customer comes in.

1 - Inbound calls

2 - After-hours

If tech doesn't answer?

Main office number

Preferred call routing with us: forward to AI during overflow, after-hours only, or 24/7?

press Enter ↵

'Oops! something went wrong.',

On-call number for warm Transfers/SMS

press Enter ↵

'Oops! something went wrong.',

AI voice settings

Language(s)

Gender

Tone

Speed

Want us to call past customers for reactivation? (optional)

Services to Sell to your List? (optional)

press Enter ↵

'Oops! something went wrong.',

Please upload your call script

Plus all other CSR training documents you want us to use.
Upload inbound and outbound scripts if applicable.

You can drag & drop or paste as well

press Enter ↵

'Oops! something went wrong.',

Technical setup

1 - Platforms used
2 - API key or access credentials for each
3 - Temporary login details if needed

press Enter ↵

'Oops! something went wrong.',

Form submitted ✅

Thanks! We'll be in touch shortly.

Redirecting, please wait...