Onboarding

We're excited to have you on board. Choose a time that's convenient for you. To ensure a smooth setup and maximize the benefits of our platform, please follow the steps below:

We'll walk through the following setup process with you:

  1. Activate Your First AI Agent
    • Please sign up and login to your HelloService.ai dashboard.
    • Follow the on-screen instructions to activate your first AI agent.
    • This agent will serve as your 24/7 customer support representative, handling inquiries via phone and chat.
  2. Schedule Your Onboarding Appointment
    • Book a session with our team using this scheduling page.
    • During this call, we'll delve into your specific business needs and tailor our platform to meet them.
  3. Complete the Pre-Call Questionnaire
    • After scheduling, look out for an email from hello@helloservice.ai containing a brief form.
    • Your responses will help us personalize the onboarding call to address your unique requirements.
  4. Choose a Local Phone Number
    • During the onboarding call, we'll assist you in selecting a local phone number for your AI agent.
    • This ensures your customers can reach you easily and enhances your local presence.
  5. Install the Web Chat Widget
    • Enhance customer engagement by adding our chat widget to your website.
    • We'll provide step-by-step instructions during the call to seamlessly integrate this feature.
  6. Explore the Built-In CRM
    • Our platform includes an integrated CRM that automatically organizes leads and support requests.
    • We'll guide you on how to utilize this tool to manage customer interactions effectively.
  7. Customize Call Handling Preferences
    • Tailor how your AI agent manages calls, including options for call transfers, handling missed or unanswered calls, and more.
    • These settings ensure your customers receive the best possible experience.
  8. Stay Informed with Regular Reports
    • Keep an eye on your inbox for daily and weekly reports from hello@helloservice.ai
    • These reports provide insights into all customer interactions, helping you monitor performance and make informed decisions.

By completing these steps, you'll be well on your way to delivering exceptional, always-on customer support with HelloService.ai.

For additional resources and support, visit our Help Center or contact us directly at support@helloservice.ai.

We look forward to partnering with you to enhance your customer service experience!