New client onboarding

Set up your
missed-call recovery

Fill this out before your onboarding call. The more detail here, the closer your AI sounds like you from day one.

~20 minutes  ·  Gaps covered on the call  ·  No tech needed
Take your time with Sections 4 and 5. Those two shape 80% of the conversation quality — the voice, the tone, what the bot asks and how it asks it. Everything else is straightforward. Skip anything you're unsure about and we'll sort it on the call.
Section 01Business Basics
What the AI uses in replies
The human leads route to
The number being forwarded
Included in the AI's sign-off to callers
e.g. plumber, real estate agent, family lawyer
Suburbs / city / state / Australia-wide
Affects how we configure your call forwarding — Telstra, Optus, Vodafone, Boost, etc.
Section 02Hours
Mon
Tue
Wed
Thu
Fri
Sat
Sun
ASame as in-hours, AI engages normally
BDifferent message (paste below)
CName and number only — don't qualify
DStatic reply only, no engagement
Section 03Services
Don't be brief — the AI uses this to know what's in scope. List every service or product.
Stops the AI promising things you can't deliver
Section 04Voice and Tone
The first SMS the AI sends after a missed call. Write it verbatim.
ADirect — short, professional, no filler
BConsultative — professional but warmer
CFriendly — conversational, casual okay
DFormal — polite, traditional business voice
Never
Sparingly
Where natural
Under 15 words
15–30 words
30–60 words
Full paragraphs okay
Common bans: "absolutely", "happy to help", "no worries", "delighted". Add your own.
Catchphrases, sign-offs, company terms. Leave blank if none.
A hypothetical is fine — skip if nothing comes to mind, we'll do it on the call
Skip if unsure — we'll cover it on the call
Section 05What to Ask Callers
List everything — name, job type, location, urgency, budget. This builds your qualification flow.
Section 06Lead Priority
The enquiry that makes you drop everything
Enquiries that can wait or shouldn't get a callback at all
Section 07Notifications
Instant for every lead
Instant for hot leads, end-of-day digest for the rest
End-of-day digest only
Name + mobile for each person
Section 08Edge Cases
Your own mobile, colleagues, family. Also editable in your Client Hub settings.
Should the AI treat them differently? How?
What should the AI do?
Section 09Returning Callers
e.g. 24 hours, 1 week, always remember them
Section 10Next Steps
AI call them back
BI send a quote
CI book a site visit
DOther
What the AI commits to on your behalf
Section 11Hard Rules
Licence numbers, insurance, qualifications — paste exactly as you want it to appear
Section 12Anything Else
Write as much as you want

Hit submit and your answers go straight to Oscar.
He'll have your bot configured before the call.