Onboarding
Give us the context to build this right.
These questions change by service. The goal is to avoid vague meetings and enter the first sprint with clear signals.
What to include in your onboarding
Answer these 4 points so we enter the first sprint with clear signals. Fixed scope: $1,990, 2 to 3 weeks.
WhatsApp number/channel to use
Tell us which number will operate the agent and who owns it. Example: your current sales number owned by your company. If you do not have WhatsApp Business Platform access yet, tell us — we will size number setup, verification and provider requirements as part of the 2-3 week sprint. Do not share OTP codes in this form.
FAQs and objections
Paste 8-15 real questions and objections with your preferred answers. Include hours, coverage area, prices/fees, delivery time, payment methods, warranty, plus objections like `I need to think about it` or `I found it cheaper`. We build the conversation flow and answer base from this. If you have a FAQ doc, help-center URL or 20 recent chats, link it in `Current website` or `Commercial objective for this sprint`.
Human escalation rules
Define when the agent must hand off to a person. Example: hot when budget + target date confirmed; transfer to [name + number], Mon-Fri 9-18h; outside hours, book a callback and log it. List team contacts, hours, and what counts as urgent vs. follow-up. This powers the Lead scoring + human handoff deliverable.
Destination CRM, sheet or inbox
Tell us where every conversation must be logged. Example: your pipeline, a Google Sheet URL, or sales inbox. Specify required fields: name, phone, intent, score, transcript link. If undecided, we deliver logging to an operating sheet you keep.
This is a fixed-scope sprint: $1,990, 2 to 3 weeks. Deliverables: conversation flow and answer base, lead scoring + human handoff, CRM or operating sheet logging.
Clear scope · Visible prices · Direct access
Choose your next step.
Explore services, compare scope and build your estimate without an account. When you are ready, save your request and keep your proposal, payments and progress in one private workspace.
Standard services: one payment. Milestone payments are available only when the team includes them in a custom proposal.