Getting Started
From materials to your first campaign in days.
What You Need to Prepare
Your offering materials
PPM, pitch deck, website URL, any FAQs or one-pagers
Qualifying questions
Accreditation, experience, minimums, etc.
Brand and tone preferences
Formal, friendly, or high-energy? Male or female voice? Caller name and location?
Your lead list
CSV or Excel with phone numbers and names (or we can supply data)
The Onboarding Process
Materials Handoff
Share your documents. We review everything and extract the information needed to build your agent.
Agent Draft
We create your custom pitch, knowledge base, objection handlers, and follow-up email. Everything is drafted for your review.
Your Approval
Review the pitch, knowledge base, and email template. Request changes until you're satisfied.
Voice & Persona Selection
Choose the voice, pacing, warmth, and caller persona. We'll provide samples so you can hear what prospects will experience.
Agent Build & Testing
We build the agent, run it through 15+ automated test scenarios, optimize any issues, and validate against quality guardrails.
Portal Setup
Your dedicated portal is configured with your branding, credit balance, and agent assignment. You receive login credentials and the client guide.
Launch
Upload your leads, confirm your settings, and trigger your first campaign. Results flow in real-time.