Autocalls Client Subaccount Launch (Onboarding)

Autocalls Client Subaccount Launch (Onboarding)

1. 01

   Create the client subaccount under the Agency Whitelabel plan

   From the agency dashboard, add a new subaccount and assign it to the $419/mo Agency Whitelabel plan so the client inherits unlimited assistants and 1,000 concurrent calls. Confirm the subaccount appears under your white-label branding before configuring anything else.

2. 02

   Apply white-label branding to the subaccount

   Upload the client's logo, set their domain, and verify the branded login page renders correctly. This is what the client sees when they log in, so a mismatched logo or default Autocalls favicon undermines the retainer pitch.

3. 03

   Build the first assistant in the no-code builder

   Create one assistant per call purpose (inbound answering, outbound follow-up) rather than one catch-all. Set business hours, FAQ responses, and escalation rules inside the builder, then attach a cloned voice from a client-provided sample.

4. 04

   Wire calendar and CRM integrations

   Connect Calendly or Google Calendar for appointment booking and HubSpot for contact sync. Test that a booked call writes a calendar event and a CRM record before moving on; a silent integration failure is the most common launch defect.

5. 05

   Provision the dedicated phone number

   Assign a local number to the subaccount and route inbound calls to the assistant. Confirm the number is not shared with another subaccount and that outbound caller ID matches the client's business name.

6. 06

   Run 20 scripted test calls across inbound and outbound flows

   Cover booking, rescheduling, FAQ deflection, after-hours handling, and a language switch if the client serves non-English callers. Log every failure against the assistant config and fix before handover.

7. 07

   Set minute thresholds and overage alerts

   Included minutes are plan-bound and extra minutes bill per minute once exceeded. Set an internal alert at 80% of the client's allocation so the agency can either upsell the plan or warn the client before a surprise invoice.

8. 08

   Hand over credentials and a one-page call-flow map

   Give the client branded login access, the number, and a diagram of what the assistant handles versus what escalates to staff. Schedule the first weekly health check before closing onboarding.