How Onboarding Works
Onboarding is where we turn your business details into a fully configured AI receptionist that answers the way your team would. Our team does the heavy lifting, so you just point us at how your business runs.
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Kickoff & welcome
Right after checkout you'll get a welcome email with a link to schedule your onboarding call. This is where we learn your services, hours, pricing, and how you want calls handled.
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We build your AI
Our team writes your call scripts, builds your routing and call flows, sets up integrations, and configures responses tailored to your business, including industry specifics like insurance questions, emergency triage, or new-patient intake.
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Test calls & review
We run live test calls and walk you through how the AI handles real scenarios. You review and we fine-tune anything you want changed before go-live.
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Go live
We connect the AI to your line and it starts capturing calls 24/7. Most clients go from checkout to live in about 48 hours, sometimes as fast as 24 when schedules align.
What We'll Need From You
- Your business hours, services, and pricing basics
- How you want different call types routed (bookings, emergencies, messages)
- Any FAQs or scripts you already use
- Access to forward or connect your business phone number
Industry-Specific Onboarding
Dental practices can start with our dedicated intake form to speed things up; see Dental Onboarding. Medical, legal, HVAC, auto repair, and real estate clients are configured for their industry during the onboarding call.
Ready to get started?
$500 onboarding + $500 first month · 30-day money-back guarantee · No contracts.
Get Started Today →Questions?
Reach our team any time at support@companyperiscope.com.