ShopVoice AI | Customer Onboarding

Onboarding timeline: you complete this form (day 1), we build your receptionist and send a sample clip to approve (days 2 to 3), we provision your number (day 4), test calls (days 5 to 6), go live (day 7). Questions: nikhil@capital-cyber.com or anup@capital-cyber.com. Urgent: text 571-207-6457.

Section A — About your business

Business name (as the AI should say it) Industry

HVAC, plumbing, electrical, roofing, maid service, etc.

Your name Best email for daily summaries Cell phone (for emergency texts) Business main phone number Service area (cities, counties, or zip codes) Years in business

Section B — Hours and availability

Regular business hours

Example: Mon to Fri 8am to 5pm, Sat 9am to noon, closed Sun.

When should the AI answer? 24/7, every call, every time After business hours only (you pick up during the day)

Section C — Greeting and voice

Greeting script

Example: "Thanks for calling Hillsdale Plumbing. This is Maya, how can I help you today?" Short, warm, natural.

Voice preference Female voice Male voice No preference, recommend one Personality Warm and friendly Professional and efficient Casual and conversational Anything else about how the AI should sound

Optional. Example: "Talks slow, uses y'all, mentions we are family-owned."

Section D — What your callers want

Top 3 to 5 reasons people call you (most frequent first) What questions do callers usually ask first?

Example: "Do you service my area? How soon can you come? What does it cost? Are you licensed?"

Section E — Appointment booking

Should the AI book appointments? Yes, book directly into our calendar (Google Calendar only) No, just capture the lead, we will call back Calendar or field-service details

If you use ServiceTitan or similar, paste the booking URL or describe how techs are assigned.

Information the AI must collect before booking Caller's full name Callback phone number Service address Email address Brief description of the problem Whether they are an existing customer Preferred appointment time Any other fields to capture

Section F — Emergency handling

What counts as an emergency in your business?

Plumbing example: active leak, no hot water in winter, sewage backup. HVAC example: no AC above 85F, no heat below 50F, gas smell. Be specific.

Who should be texted on an emergency? (name and cell) When to text them

All emergencies, nights, weekends, etc.

Section G — Pricing and FAQ

How should the AI handle price questions? Quote specific prices (listed below) Give a price range Do not quote, book the appointment and quote on-site Free estimates only, never quote on the phone Pricing details to share (if applicable)

Example: "Diagnostic call $89, applied to repair. Standard service call $150 minimum."

Common questions to pre-answer

List a few question and answer pairs, e.g. "Do you take credit cards? Yes, all major cards, cash, and check."

Section H — Brand and tone (optional)

Three words that describe your business

Example: reliable, family-owned, fast.

What makes you different from competitors Phrases you DO want the AI to use

Example: "Sure thing," "We've got you covered."

Phrases you do NOT want the AI to use

Example: "Per our records," "Unfortunately."

Section I — Anything else?

What didn't this form ask that we should know?

Once we receive this, your AI is configured within 2 business days. You will get a sample audio clip to review before we activate anything.