Client onboarding

Build your BKUP employee.

Tell us how your business actually handles calls, leads, bookings and handoffs. We’ll use this to configure your AI employee around your real workflow — not a generic script.

Takes around 10–15 minutes. Please do not enter passwords, API keys or login credentials. We’ll connect systems securely after this form.

01 · Company

Start with the basics.

Who are we building for, and who should we contact during setup?

Company name *

Main contact name *

Work email *

Mobile / direct number *

Website

Industry / niche *

Primary time zone *

Approx. team size

02 · Calls

Teach us how customers contact you.

This defines what BKUP answers, when it answers, and the types of conversations it needs to handle.

What services do you offer? *List the core services customers call about.

Service areas *Cities, counties, ZIP/postcodes, radius or exclusions.

Normal opening hours *

Typical inbound calls / month

Most common reasons people call *Give us the real top 5–10.

After-hours / emergency rulesWhat counts as urgent? What should BKUP do at 11pm?

03 · Agent

Make the agent sound like your business.

Choose the identity, tone and boundaries. We’ll turn this into the assistant’s behaviour and system prompt.

Preferred agent name

Voice / personality

Ideal opening greeting

How should the agent speak?Words to use/avoid, level of formality, brand personality, accent preference.

Frequently asked questions + approved answersPaste the important ones or provide a link to your FAQ/knowledge document.

Knowledge links

Agent should clearly identify itself as an AI assistant when appropriate.We need additional language support.

04 · Qualification

Define a good lead.

BKUP should know what to ask, what makes somebody qualified, and when not to book them.

What information must every new lead provide? *

Qualification questions *Write them roughly — we’ll make them conversational.

What makes a lead qualified?

Disqualifiers / jobs you do NOT want

Pricing rules / what may the agent say?Be explicit if the AI must never quote prices.

05 · Booking

Tell BKUP exactly how to book.

We’ll use these rules when connecting your calendar or scheduling system.

Calendar / scheduler *

Admin email for connection

Appointment type / length

Booking hours

Booking rules *Buffers, travel time, same-day rules, territories, technician assignment, minimum notice.

What should happen after a booking?

06 · Handoffs

Decide when a human takes over.

This stops the agent from guessing and gives customers a clean route to the right person.

Main business number *

How should BKUP receive calls? *

Primary transfer number

Secondary / emergency transfer

When should BKUP transfer to a human? *

If nobody answers the transfer, what next?

07 · Systems

Connect the rest of the workflow.

Tell us what your team already uses. We’ll confirm what can be connected and the cleanest implementation.

CRM

Phone system / carrier

Where should new-lead alerts go?

Lead notification recipients

What should BKUP write back to the CRM?

Other integrations or automations

Security: do not enter login passwords, private API keys or card details here. BKUP will request access through secure invitations or provider authorisation flows.

08 · Launch

Set the finish line.

Give us the final boundaries, testing contacts and what “working” means for your business.

Prompt + knowledgeBuilt around your answers

Calendar + systemsConnected securely after review

Test → approve → liveNo surprise launch

Preferred go-live date

Who should approve the agent? *

Test callers / numbersPeople we can ask to make realistic test calls before launch.

Anything the AI must NEVER say or do? *

How will you judge success in the first 30 days?

Anything else we should know?

Please complete the required fields on this step before continuing.

Your answers are submitted only when you press “Submit onboarding” on the final step.