VoiceAgentix
Secure Onboarding
Step 01 — Client Info
Let's get to know your business
Tell us who you are. This information is used for your account, billing, and ongoing support.
Country * United States Canada United Kingdom Australia Ireland Other
Step 02 — Call Direction
How will your agent handle calls?
This shapes the entire architecture of your voice agent.
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Inbound Agent answers incoming calls from customers.
📤
Outbound Agent places calls — follow-ups, reminders, outreach.
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Both Inbound & Outbound Hybrid agent — maximum versatility.
Expected Inbound Volume Under 50/day 50-200/day 200-500/day 500+/day
Hours of Operation Business hours (9-5) Extended (7am-9pm) 24/7 coverage After-hours only Custom (specify in notes)
Current Phone System
Outbound Use Case Appointment reminders Lead follow-up Cold outreach Payment / collections Satisfaction surveys Re-engagement Other
Daily Target Under 50/day 50-200/day 200-500/day 500+/day
Lead / Contact Source
Step 03 — Main Agenda
What should your agent accomplish?
Choose the primary objectives. These guide scripts, logic, and integrations.
Ideal call outcome in your own words
When no live agent is available Take a message / voicemail Schedule a callback Continue with AI Send SMS / email follow-up End call politely
Step 04 — Agent Attributes
Design your agent's voice & style
Select the characteristics that define how your agent sounds and interacts.
i These attributes guide our build — the more you select, the more tailored the result.
👩
Female Often perceived as approachable and trustworthy.
👨
Male Often perceived as authoritative — great for B2B.
Step 05 — Integrations
Connect your existing tools
Tell us what software you use so we can build seamless integrations from day one.
Step 06 — Knowledge Base
What should your agent know?
The more context you provide, the smarter your agent will be from day one.
Business Description *
Top Services / Products
Pricing Summary (optional)
Top FAQs
Competitor Handling Do not mention competitors - redirect to our strengths Acknowledge briefly, then pivot to differentiators Neutral - decline to comment Custom script (describe in notes)
Your specialist will request files after submission.
Topics the agent must NEVER say
Required Legal Disclosures
Step 07 — Final Details
Almost there — last few questions
Help us plan your launch timeline, then verify and submit.
Seasonal peaks or upcoming campaigns
How will you measure success?
How did you hear about VoiceAgentix? Select... Google Search Referral Social Media Podcast / Webinar YouTube Cold outreach Existing customer Other
Additional Notes or Questions
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You're all set!
Your onboarding brief has been received. A VoiceAgentix specialist will be in touch within 1 business day .
Questions? Email [email protected]
