Client Onboarding — Zara AI Receptionist

All Done

You're all set — we'll take it from here

Our team will review your setup and have Zara live on your number within 1 business day. You'll receive a confirmation email when she's active.

How Zara will handle your calls

Here's a preview of real situations Zara will handle from day one. If anything looks off, just reply to your welcome email and our team will adjust it before she goes live.

Setup data

Step 1 of 7

Business Details

Just the basics — takes about a minute.

Business Name *

Industry *

Business Description (2–3 sentences — what they do + USPs)

Address / Service Area

AI Name (default: Zara)

Notification Email

Notification SMS

Step 2 of 7

Opening Hours

Zara uses this to handle out-of-hours calls and tell callers when to ring back.

Step 3 of 7

Services

What the business offers — Zara books the right appointment type and can quote prices.

Step 4 of 7

Your Team

Names Zara can reference naturally — "I'll let Sarah know you called."

Step 5 of 7

Frequently Asked Questions

Questions callers ask every day — Zara answers these accurately so the owner doesn't have to.

Step 6 of 7

Instructions & Out-of-Hours

Client-specific rules Zara must follow, and how she handles calls after closing time.

Out-of-hours behaviour

Take a message Zara apologises, gives opening hours, takes the caller's name and number for a callback

Transfer to on-call number Zara informs the caller and transfers to a designated emergency line

Decline politely — no message Zara gives opening hours and ends the call gracefully

Custom out-of-hours message (leave blank for default)

Key instructions (rules Zara must always follow exactly)

Step 7 of 7

AI Personality

Almost done — choose how Zara sounds and our team will handle the rest.

Accent / Regional Dialect

Personality Style

Custom Greeting (what Zara says when she picks up — leave blank for auto)