Boarding Form

Business Information

Business Name

Website URL

Industry

Business Phone

Business Address

Main Contact Name

Contact Email

Contact Phone

Business Overview

Describe your business and services

Primary goal for using BetterOnline

Average call volume per week

AI Assistant Requirements

Desired assistant tone (e.g., professional, casual, etc.)

What types of calls should the assistant handle?

New InquiriesExisting ClientsAppointment BookingFAQ Responses

Should the assistant handle:

Inbound CallsOutbound CallsBoth

Operating hours (or 24/7)

Appointment Booking Setup

Scheduling platform (e.g., Cal.com, GoHighLevel)

Booking link or API key

Any blackout/unavailable hours?

CRM & Integrations

CRM Used (if any)

Do you want leads pushed to your CRM?

YesNo

Webhook or API key (optional)

Call Routing

If AI can't help, what should happen?

Transfer to live agentSend summary by emailDrop to voicemail

When should escalation happen?

Lead Qualification

What qualifies someone as a lead?

What should disqualify someone?

Branding & Voice

Any phrases or greetings to include?

Languages needed?

Legal & Consent

Can we record calls for quality and training?

YesNo

I have read and agree to the Privacy Policy*

Attachments

Upload logo, scripts, FAQs, or recordings

Final Step

Launch deadline or urgency notes