AgentZap Client Onboarding (Delivery)

AgentZap Client Onboarding (Delivery)

1. 01

   Create a new client workspace in AgentZap

   Log into the AgentZap dashboard, navigate to the Workspaces section, and click 'New Workspace'. Name it after the client and assign a primary contact email for billing and notifications.

2. 02

   Connect the client's phone number

   In the workspace settings, go to 'Phone Numbers' and either port the client's existing number or provision a new one. Verify the number by following the SMS or call verification prompt.

3. 03

   Link the client's calendar

   Under 'Integrations', select the client's calendar provider (Google Calendar, Outlook, Calendly, or one of the 15+ service-industry calendars). Authenticate with the client's credentials and set the default availability window to match their business hours.

4. 04

   Configure the AI receptionist's greeting and scripts

   In the 'Agent Builder', customize the initial greeting, business hours message, and after-hours handling. Write the qualification questions that the AI will ask to capture lead details, and set routing rules for urgent calls to escalate to a human agent.

5. 05

   Set up CRM logging via Zapier or native integration

   If the client uses a CRM, navigate to 'Integrations' and connect it directly or via Zapier. Map the call data fields (caller name, phone, qualification answers) to the CRM's lead object to ensure automatic logging.

6. 06

   Enable call recording and transcripts

   In the workspace settings, toggle 'Call Recording' and 'Transcripts' to ON. Confirm that the client has consented to recording in their jurisdiction, and set the retention period for recordings.

7. 07

   Test the full call flow

   Place a test call to the AgentZap number. Verify that the AI answers, asks the qualification questions, books an appointment in the connected calendar, and logs the lead to the CRM. Check the transcript in the dashboard for accuracy.

8. 08

   Hand off to the client with a walkthrough

   Schedule a 30-minute session with the client to demonstrate the dashboard, show them how to review transcripts and call recordings, and explain how to adjust scripts or business hours. Provide them with the login credentials and a quick-start guide.