Full Onboarding Primary Contact Full Name *Mobile Number *Primary Email *Company Name *Role / TitleWebsiteIndustry *Home ServicesFinancial ServicesHealthcareRestaurants / FoodReal EstateOtherLocations / Service AreasList all locations or service areas you cover. Separate with commas or put one per line.How many business phone lines? *Enter the total number of active business phone lines.Business Hours *Enter your standard operating hours (e.g., Mon–Fri 8am–6pm; Sat 9am–1pm).Observed HolidaysCheck all holidays your business observes. Calls outside business hours or on these days will be routed to after-hours flow.New Year'sMartin Luther King, JrPresidents DayMemorial DayJuly 4th,Labor DayColumbus DayVeterans DayThanksgiving DayChristmas DayOtherAfter-hours Start (optional)Enter the time your after-hours coverage should begin.Hours-120102030405060708091011Minutes-000102030405060708091011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859AM/PMAMPMAfter-hours End (optional)Enter the time your after-hours coverage should end.Hours-120102030405060708091011Minutes-000102030405060708091011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859AM/PMAMPMUrgent Line Window (optional)If you offer an urgent/emergency line, describe when it should be active (e.g., 24/7, evenings, weekends only).Main business phone number *Additional numberAdditional numberAdditional numberAdditional numberCurrent ProviderPhone carrier providerAT&TVerizonT-MobileOtherForwarding Preference *Choose how inbound calls should be handled before reaching AI Voice Hero.Direct to AI -> Call go straight into the AI system.Ring Group -> Rings multiple agents at once before AI picks up.IVR (Interactive Voice Response) -> Caller hears a menu firstWhat call types should we handle?New leadsExisting customer questionsEmergenciesScheduling & remindersBilling / service statusGeneral info / FAQsWhen do you need us? *Business hoursAfter-hours & weekends24/7 coverageSeasonal / peak onlyAverage missed calls per day (optional).Languages to supportEnglishSpanishVoice StyleWarmEnergeticFormalCalmCompany Elevator Pitch *In 1–3 sentences, describe your company’s value proposition. Used for greetings and automated responses.FAQ Question 1 *Enter you most common customer questions.FAQ Answer 1 *FAQ Question 2FAQ Answer 2FAQ Question 3FAQ Answer 3Appointment RulesLead Capture Fields (what we should collect on calls) *Caller nameMobileEmailReason for callZip codeBudgetService TypeMake / ModelUpload Photos (optional)Max Files: 3Drag and Drop (or) Choose FilesEmergency Escalation Criteria *EmergencyVIPBilling disputeSafety/Security IssueLarge dealEmergency Escalation Method *Live transferSMS alertEmail alertSchedulingTransfer Number 1 *Transfer Number 2Transfer Number 3Alert Email 1 *Alert Email 2Alert Email 3SMS Recipient 1 *“By providing phone numbers, you confirm consent to receive SMS alerts from AI Voice Hero. Message & data rates may apply. Reply STOP to opt out.”SMS Recipient 2“By providing phone numbers, you confirm consent to receive SMS alerts from AI Voice Hero. Message & data rates may apply. Reply STOP to opt out.”CRM DestinationGoogle SheetHubSpotOptionGoogle Sheet LinkWebhook URLCalendar for SchedulingCalendlyGoogle CalendarNoneFile to UploadUpload logo, price list, FAQs.Drag and Drop (or) Choose FilesTCPA Consent for Texts/SMS *I agree to receive text messages from AI Voice Hero. Message & data rates may apply. Reply STOP to opt out.Privacy Policy Link *Data Exclusion *We do not accept PHI (Protected Health Information), SSNs, or credit card details over the phone. By checking this box, you acknowledge and agree.I acknowledge that no PHI, SSNs, or credit card details may be provided or stored.Brand Assets PermissionAuthorized use of logo/brand in agent greeting.We authorize use of our logo/brand in agent greeting.Anything Else?Comments?Plan Selection *StarterProBusinessService Agreement Acknowledgement *I've read and agree with the Service Agreement.Requested go-live date *Must be greater than 1 month from submissionMonthSelect month123456789101112DaySelect day12345678910111213141516171819202122232425262728293031YearSelect Year212521242123212221212120211921182117211621152114211321122111211021092108210721062105210421032102210121002099209820972096209520942093209220912090208920882087208620852084208320822081208020792078207720762075207420732072207120702069206820672066206520642063206220612060205920582057205620552054205320522051205020492048204720462045204420432042204120402039203820372036203520342033203220312030202920282027202620252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997199619951994199319921991199019891988198719861985198419831982198119801979197819771976197519741973197219711970196919681967196619651964196319621961196019591958195719561955195419531952195119501949194819471946194519441943194219411940193919381937193619351934193319321931193019291928192719261925Signature (typed) *Type your full name here. This will serve as your digital signature.Submit
