> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recepta.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Process

> Complete your business setup and agent configuration

## Welcome to Recepta.ai

The onboarding process helps configure your AI voice agents with your business information, ensuring they provide accurate and personalized responses to your customers.

<Note>
  The onboarding process takes 5-10 minutes and significantly improves your AI agent's effectiveness from day one.
</Note>

## Onboarding Steps Overview

<Steps>
  <Step title="Business Information">
    Set up your company profile and basic information
  </Step>

  <Step title="Voice Selection">
    Choose the perfect AI voice for your brand
  </Step>

  <Step title="Customer Types">
    Define your target audience and customer personas
  </Step>

  <Step title="FAQ Configuration">
    Add frequently asked questions and responses
  </Step>

  <Step title="Business Hours">
    Configure operating hours and after-hours handling
  </Step>
</Steps>

## Step 1: Business Information Setup

### Basic Company Details

<CardGroup cols={2}>
  <Card title="Company Information" icon="building">
    **Required Fields**:

    * Business Name
    * Industry/Sector
    * Brief Description
    * Company Size
  </Card>

  <Card title="Contact Details" icon="phone">
    **Required Fields**:

    * Business Phone
    * Website URL
    * Physical Address
    * Primary Email
  </Card>
</CardGroup>

### Business Description Example

```text theme={null}
Example Business Description:
"We are Acme Consulting, a professional services firm specializing in business 
strategy and growth consulting for small to medium-sized businesses. We help 
companies optimize their operations, develop growth strategies, and improve 
their market positioning. Our team of experienced consultants has been serving 
the business community for over 15 years."
```

<Tip>
  A detailed business description helps your AI agent introduce your company naturally and answer general questions about your services.
</Tip>

### Industry Selection

Choose your industry to optimize AI responses:

<AccordionGroup>
  <Accordion title="Professional Services">
    **Includes**: Consulting, Legal, Accounting, Marketing

    * Emphasizes expertise and credentials
    * Focuses on consultation and advice
    * Appointment-based service model
  </Accordion>

  <Accordion title="Healthcare">
    **Includes**: Medical practices, Dental, Veterinary

    * HIPAA-compliant conversation handling
    * Appointment scheduling emphasis
    * Emergency vs. routine call classification
  </Accordion>

  <Accordion title="Home Services">
    **Includes**: Plumbing, HVAC, Landscaping, Cleaning

    * Urgent vs. scheduled service classification
    * Location and availability-focused
    * Estimate and quote request handling
  </Accordion>

  <Accordion title="Retail/E-commerce">
    **Includes**: Online stores, Boutiques, Specialty retail

    * Product information and availability
    * Order status and shipping inquiries
    * Return and exchange policies
  </Accordion>
</AccordionGroup>

## Step 2: Voice Selection

### Available Voice Categories

<Tabs>
  <Tab title="Professional Voices">
    **Best for**: Corporate, B2B, Professional Services

    **Characteristics**:

    * Clear, authoritative tone
    * Neutral accent
    * Slower speaking pace
    * Formal language style

    **Available Options**:

    * Sarah (Female, Professional)
    * Michael (Male, Professional)
    * Amanda (Female, Executive)
    * David (Male, Corporate)
  </Tab>

  <Tab title="Friendly Voices">
    **Best for**: Customer Service, Retail, B2C

    **Characteristics**:

    * Warm, approachable tone
    * Conversational style
    * Moderate speaking pace
    * Casual but professional language

    **Available Options**:

    * Emma (Female, Friendly)
    * Jake (Male, Casual)
    * Sophia (Female, Warm)
    * Alex (Male, Approachable)
  </Tab>

  <Tab title="Technical Voices">
    **Best for**: Tech Support, SaaS, Technical Services

    **Characteristics**:

    * Patient, helpful tone
    * Technical terminology comfort
    * Clear pronunciation
    * Step-by-step explanation style

    **Available Options**:

    * Lisa (Female, Technical)
    * Ryan (Male, Support)
    * Maya (Female, Helper)
    * Chris (Male, Technical)
  </Tab>
</Tabs>

### Voice Testing

Before finalizing your selection:

1. **Listen to Samples**: Click play buttons to hear each voice
2. **Test with Your Content**: Use the voice preview feature
3. **Consider Your Audience**: Match voice to customer expectations
4. **Brand Alignment**: Ensure voice reflects your brand personality

<Warning>
  Voice selection significantly impacts customer perception. Take time to choose the voice that best represents your brand.
</Warning>

## Step 3: Customer Type Configuration

Define your target customers to help the AI understand who it's talking to:

### Customer Personas

<CardGroup cols={2}>
  <Card title="New Customers" icon="user-plus">
    **Characteristics**:

    * First-time callers
    * Need basic information
    * May have general questions
    * Require gentle guidance

    **AI Behavior**:

    * Extra welcoming approach
    * Provide comprehensive information
    * Offer detailed explanations
    * Be patient with questions
  </Card>

  <Card title="Existing Customers" icon="user-check">
    **Characteristics**:

    * Familiar with your services
    * May need specific support
    * Account or order inquiries
    * Efficiency-focused

    **AI Behavior**:

    * Streamlined interactions
    * Quick problem resolution
    * Access to account information
    * Escalation when needed
  </Card>
</CardGroup>

### Demographic Configuration

```javascript theme={null}
// Example customer configuration
{
  "primary_demographic": {
    "age_range": "25-55",
    "tech_comfort": "moderate",
    "communication_style": "professional_friendly",
    "typical_needs": [
      "service_information",
      "appointment_scheduling", 
      "support_requests"
    ]
  },
  "secondary_demographic": {
    "age_range": "55+",
    "tech_comfort": "basic",
    "communication_style": "patient_detailed",
    "typical_needs": [
      "basic_information",
      "human_agent_requests"
    ]
  }
}
```

## Step 4: FAQ Configuration

### Common Question Categories

Set up responses for frequently asked questions:

<AccordionGroup>
  <Accordion title="Business Information">
    **Example Questions & Responses**:

    Q: "What are your business hours?"
    A: "We're open Monday through Friday, 9 AM to 6 PM Eastern Time. We're closed weekends and major holidays."

    Q: "Where are you located?"
    A: "Our main office is located at 123 Business Street in Downtown. We also offer virtual consultations for clients outside our immediate area."
  </Accordion>

  <Accordion title="Services & Pricing">
    **Example Questions & Responses**:

    Q: "What services do you offer?"
    A: "We specialize in business strategy consulting, operational optimization, and growth planning. We work with small to medium-sized businesses across various industries."

    Q: "How much do your services cost?"
    A: "Our pricing varies based on the scope and complexity of each project. I'd be happy to schedule a free consultation where we can discuss your specific needs and provide a detailed quote."
  </Accordion>

  <Accordion title="Process & Logistics">
    **Example Questions & Responses**:

    Q: "How long does the process take?"
    A: "Project timelines vary depending on scope, but most consulting engagements range from 4-12 weeks. During your consultation, we'll provide a more specific timeline based on your needs."

    Q: "Do you offer remote services?"
    A: "Yes, we offer both in-person and remote consulting services. Many of our clients prefer the flexibility of virtual meetings, and we're equipped to deliver the same high-quality service remotely."
  </Accordion>
</AccordionGroup>

### FAQ Best Practices

<CardGroup cols={2}>
  <Card title="Response Structure" icon="list">
    **Good Response Format**:

    * Direct answer first
    * Additional context if needed
    * Next step or call-to-action
    * Offer for more information
  </Card>

  <Card title="Language Style" icon="message">
    **Effective Communication**:

    * Use conversational language
    * Avoid jargon and technical terms
    * Keep responses concise but complete
    * Match your brand's tone
  </Card>
</CardGroup>

## Step 5: Business Hours & Availability

### Operating Hours Configuration

<Tabs>
  <Tab title="Standard Hours">
    ```json theme={null}
    {
      "monday": {"open": "09:00", "close": "17:00"},
      "tuesday": {"open": "09:00", "close": "17:00"},
      "wednesday": {"open": "09:00", "close": "17:00"},
      "thursday": {"open": "09:00", "close": "17:00"},
      "friday": {"open": "09:00", "close": "17:00"},
      "saturday": "closed",
      "sunday": "closed",
      "timezone": "America/New_York"
    }
    ```
  </Tab>

  <Tab title="Extended Hours">
    ```json theme={null}
    {
      "monday": {"open": "08:00", "close": "20:00"},
      "tuesday": {"open": "08:00", "close": "20:00"},
      "wednesday": {"open": "08:00", "close": "20:00"},
      "thursday": {"open": "08:00", "close": "20:00"},
      "friday": {"open": "08:00", "close": "20:00"},
      "saturday": {"open": "10:00", "close": "16:00"},
      "sunday": "closed",
      "timezone": "America/New_York"
    }
    ```
  </Tab>

  <Tab title="24/7 Service">
    ```json theme={null}
    {
      "all_days": {"open": "00:00", "close": "23:59"},
      "emergency_hours": true,
      "after_hours_message": "This is our 24/7 emergency line...",
      "timezone": "America/New_York"
    }
    ```
  </Tab>
</Tabs>

### After-Hours Handling

Configure what happens when customers call outside business hours:

<AccordionGroup>
  <Accordion title="Take Messages">
    **Configuration**:

    * AI explains business is closed
    * Offers to take detailed message
    * Promises callback within specified timeframe
    * Captures contact information

    **Example Message**:
    "Thank you for calling. Our office is currently closed, but I'd be happy to take a message and have someone call you back first thing in the morning."
  </Accordion>

  <Accordion title="Emergency Handling">
    **Configuration**:

    * Ask if this is an emergency
    * Provide emergency contact information
    * Offer to schedule for next business day
    * Take message for urgent but non-emergency items

    **Example Message**:
    "I understand you're calling outside our normal hours. Is this an emergency that requires immediate attention?"
  </Accordion>

  <Accordion title="Information Only">
    **Configuration**:

    * Provide basic business information
    * Share hours and contact details
    * Offer to schedule callback
    * No message taking capability

    **Example Message**:
    "Our office is currently closed. We're open Monday through Friday, 9 AM to 6 PM. Would you like me to help you schedule a callback during business hours?"
  </Accordion>
</AccordionGroup>

## Step 6: Review and Launch

### Pre-Launch Checklist

<AccordionGroup>
  <Accordion title="Business Information">
    * [ ] Company name and description are accurate
    * [ ] Contact information is up-to-date
    * [ ] Industry selection matches your business
    * [ ] Services are clearly described
  </Accordion>

  <Accordion title="Voice and Communication">
    * [ ] Selected voice matches brand personality
    * [ ] Speaking pace is appropriate
    * [ ] Language style fits target audience
    * [ ] Test calls sound natural
  </Accordion>

  <Accordion title="Customer Configuration">
    * [ ] Customer types are well-defined
    * [ ] FAQs cover common questions
    * [ ] Responses are accurate and helpful
    * [ ] Escalation procedures are clear
  </Accordion>

  <Accordion title="Operations">
    * [ ] Business hours are correct
    * [ ] After-hours handling is configured
    * [ ] Emergency procedures are defined
    * [ ] Time zone is accurate
  </Accordion>
</AccordionGroup>

### Test Your Configuration

Before going live, conduct thorough testing:

<Steps>
  <Step title="Make Test Calls">
    Use the "Test Call" feature to simulate customer interactions
  </Step>

  <Step title="Try Different Scenarios">
    Test various types of customer inquiries and edge cases
  </Step>

  <Step title="Verify Information">
    Confirm all information provided by the AI is accurate
  </Step>

  <Step title="Check Voice Quality">
    Ensure voice sounds natural and professional
  </Step>
</Steps>

## Onboarding Completion

### What Happens Next

Once onboarding is complete:

1. **AI Agent Creation**: Your first agent is automatically created
2. **Phone Number Assignment**: Get a dedicated business number
3. **Knowledge Base Setup**: Your information is processed and indexed
4. **Testing Phase**: 24-hour testing period to ensure everything works
5. **Go Live**: Agent becomes active and ready to handle calls

### Post-Onboarding Resources

<CardGroup cols={2}>
  <Card title="Agent Management" icon="settings" href="/agents/management">
    Learn to manage and optimize your agents
  </Card>

  <Card title="Analytics Dashboard" icon="chart-line" href="/features/analytics">
    Monitor performance and improve over time
  </Card>

  <Card title="Knowledge Base" icon="book-open" href="/features/knowledge-base">
    Add more information and train your agents
  </Card>

  <Card title="Chat Widget Setup" icon="message-circle" href="/chat-widget/setup">
    Add intelligent chat to your website
  </Card>
</CardGroup>

## Need Help?

<Note>
  Our support team is available to help with onboarding questions. Don't hesitate to reach out at [support@recepta.ai](mailto:support@recepta.ai) or use the in-app chat.
</Note>

***

**Congratulations!** Your AI voice agent is now configured with your business information and ready to provide excellent customer service.