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Business Details & Onboarding Fee

Business Industry and Integration

Written By Anand Raj

Last updated 4 months ago

This is Step 5 of your Business Onboarding — telling the Agency what your business does and which software it runs on. These two answers shape how your AI agent is trained and which integration you'll connect on the next steps.

Why this step matters

Your industry pre-trains the AI agent with the right vocabulary and call patterns for your space (Healthcare, Beauty & Wellness, Field Services, Restaurant, etc.). Your Practice Management Software / Integration tells the agent where to read and write data — appointments, customers, orders — during live calls.

What to fill in

  • Industry — pick the closest match. This drives the agent's default knowledge base and tone.

  • Speciality — narrows the industry further (e.g. Dental, Primary, Mental for Healthcare) so the agent uses the right terminology.

  • Practice Management Software — the integration your AI agent will connect to.

⚠️ Choose your Integration carefully — it's locked after saving

Make sure the integration you pick is correct. Once saved, the integration cannot be changed later from the onboarding form. If you select the wrong one, you'll need to contact the Agency to reset it.

Your choice here drives the next steps of onboarding — based on the integration you select, you'll see the exact documentation for generating the API key, credentials and any settings required to connect that specific software.

Don't see your software?

If your software isn't in the dropdown, pick Other and type its name. Note the warning shown on screen: integration with unlisted software is not guaranteed. If the Agency can't make it work, your onboarding fee will be refunded.

Frequently Asked Questions

The integration is wired deeply into how your AI agent reads and writes data. Changing it mid-flight would invalidate the credentials, mappings and training already done — so it's locked at this step on purpose. If you need to switch later, contact your agency and they'll help you make the change.

The next steps of onboarding will show you integration-specific instructions — where to log into your software, how to generate the API key or credentials, and exactly what to paste back into the form.

Select Other and enter the software name. The Agency will attempt to build the integration. If it can't be done, your onboarding fee is refunded.

Yes — Industry and Speciality can be updated from the Business Portal after onboarding. Only the Integration is locked.

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