AI Receptionist Onboarding Questionnaire

Thank you for choosing GetCallsNow. Tell us how your business handles incoming calls so we can configure Sarah for your team. You’ll be able to test her and request corrections before she goes live. Please do not enter passwords, payment-card details, or sensitive customer records in this form.

1. Business basics

Legal business name*

Business name Sarah should say on calls*

Website address

2. Services and contact

Business type and services offered*

Primary contact*

3. Area and hours

Cities, ZIP codes, or areas you serve—and any areas you do not serve*

Business hours and time zone*

Do you offer after-hours, weekend, or emergency service? If so, when?

4. Greeting and tone

What greeting should Sarah use?* Example: “Thank you for calling ABC Heating & Cooling. This is Sarah. How may I help you?”

What tone should she use?

Warm and friendly Professional Calm and reassuring Other

6. Caller information

What information should Sarah collect from a new prospect?*

What additional questions should Sarah ask for your business?

7. Who gets notified

Who should receive the email notification after a call?*

Who should receive urgent-call notifications?

8. Appointments and existing customers

How should your team handle a request for an appointment?* Sarah can collect a preferred day or time for your team to confirm; she will not book an appointment.

How should Sarah handle an existing customer, a complaint, or a billing question?

9. Approved answers

List your most common caller questions and the exact answers Sarah may give.*

May Sarah discuss prices or fees?

Yes No

Provide the exact approved wording

10. Limits and urgent calls

Are there services you do not provide or promises Sarah must not make?*

What should Sarah do if a caller describes an urgent situation?* Include who your team should contact. Sarah is not a 911 or emergency dispatch service.

11. Transfers and extra notes

Should any calls be transferred to a person?

Yes No

Which call types should be transferred?

Destination phone number

What should Sarah do if no one answers?

Is there anything else Sarah needs to know to represent your business accurately?

12. Reference materials and approval

May we use information from your website to help prepare Sarah’s approved answers?*

Yes No

Upload a service list, FAQ, call script, or other setup documents Optional. PDF, DOCX, JPG, PNG, or WEBP. Up to 25 MB per file, no limit on how many files. Very large files may not arrive by email — for anything big, paste a share link in the last question instead.

Who will test and approve Sarah before calls are routed to her?*

I confirm that the information I provided is accurate and that I am authorized to provide these instructions for the business. I understand that my team will test Sarah and report corrections before she goes live. I will notify GetCallsNow when our hours, services, prices, or call-handling instructions change.*

13. Review your answers Please read through your answers below. Click Change next to any section to edit your answers, then continue back to this page. A PDF copy of this summary is attached to the email we receive, and you can download or print it for your records.