You're Done — Move to Agent Training Info
Written By Anand Raj
Last updated 4 months ago
This is the final step of Stage 1 — Business Onboarding. Your payment is confirmed and your business is officially set up with the Agency. The next stage — Agent Training Info — is where your AI receptionist actually learns how to handle calls for your business.
What just happened
Payment Confirmed — your one-time onboarding fee has been received.
Your business profile is created on the Agency's platform.
An Account Manager is being assigned to your business.
What to do next
Click Few Steps Away, Lets Move to start Stage 2 — Agent Training Info. This is where you give the AI receptionist everything it needs to sound like your business on real calls:
Business Location(s)
Transfer Call Setting
Agent Capabilities
Knowledge Base
Sample Call Recordings
Telephony Details
Customer Sentiments
Integration Details & credentials
Fill in whatever you know — your Account Manager will help with the rest.
Meanwhile, the Agency is setting things up
While you fill in Agent Training Info, the Agency works in parallel on your business:
Account Manager Assigned — 2–4 hours
Welcome Email from your Account Manager — within 24 hours
Kickoff Call — within 48 hours
Agent Go-Live — within 2 weeks of submission
Frequently Asked Questions
Do I have to finish Agent Training Info right now?
Do I have to finish Agent Training Info right now?
Technically no — your business's progress is saved and you can come back later. But our strong recommendation is to complete it in one go for the fastest onboarding. The sooner you submit Agent Training Info, the sooner your AI agent goes live (typically within 2 weeks of submission). If you leave it half-done, your Account Manager has to wait on you before training can start.
What if I don't know some of the answers?
What if I don't know some of the answers?
Fill in what you can and skip the rest. Your Account Manager will reach out during the Kickoff Call to fill in any gaps for your business.
When will my AI agent actually go live?
When will my AI agent actually go live?
Typically within 2 weeks of submission of your Agent Training Info — assuming integration credentials and telephony details are in place for your business.
What if I miss the Welcome Email or Kickoff Call?
What if I miss the Welcome Email or Kickoff Call?
No problem — the Account Manager assigned to your business will follow up. You can also reach out to the Agency directly to reschedule.
Does the monthly subscription start now?
Does the monthly subscription start now?
No. Your business's monthly subscription only starts once the AI agent is live and taking calls. Until then, only the one-time onboarding fee applies.
Where do I go if I have questions before the Kickoff Call?
Where do I go if I have questions before the Kickoff Call?
Contact the Agency directly. Once your Account Manager is assigned (within 2–4 hours), they become your main point of contact for your business.
More in Business Details & Onboarding Fee
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