Customer onboarding

Welcome to NextCall AI

Let’s build your AI receptionist. Complete the information below so we can customize your receptionist for your business.

Please don’t submit passwords or financial credentials. If an integration requires account access, the NextCall AI team will arrange that securely during setup.

1. Business Information

Business name *

Owner / contact name *

Email *

Business phone *

Website

Business address

Cities / service areas *

Business hours *

Days closed / holiday notes

2. Services & Business Rules

Services you provide *

Services you do NOT provide

Main types of calls / customers

Important service policies

May the AI discuss pricing?

Approved pricing / service-call information

3. Your AI Receptionist

How should your AI receptionist greet callers? *

How should the receptionist identify itself?

Important information it should know

Common customer questions and correct answers

Anything it should NEVER say, promise, or do?

4. Lead CaptureWhat should the AI collect? Other information to collect

5. Call Handling

What should happen with normal calls?

What counts as urgent / emergency?

What should the AI do with urgent calls?

What should happen after hours?

Escalation contact name

Escalation phone

When should calls be transferred / escalated?

6. Appointment Booking

Should the AI book appointments?

Typical appointment duration

Types of appointments that can be booked

Available booking hours

Required advance notice

Scheduling restrictions / rules

7. Text Follow-Up & Google Reviews

Automated text follow-up?

Which calls / leads should receive follow-up?

Follow-up message preferences

Help request Google reviews?

Google Business / review link

When should review requests be sent?

8. Anything Else?Is there anything else we should know when building your AI receptionist?

Do not include passwords, payment-card information, banking information, PayPal credentials, API keys, or account passwords.