Telvy Onboarding
Section 1: Business Information
Basic company information used to create your AI agent and knowledge base.
Enter the registered business name.
Primary contact email for the project.
Company website used to gather business information.
Helps us customise the AI agent.
Briefly describe what your business does.
Section 2: Primary Contact
Who should we contact regarding setup and support?
Main point of contact.
Number for setup questions.
Preferred contact method.
Section 3: AI Agent Setup
Name for the AI assistant.
What should the AI help customers with?
What should the AI tone of voice be?
Section 4: Call Handling Rules
What services do you offer? This helps train the AI.
Your business opening hours. Monday-Friday 9am-5pm.
Tell us what should happen outside business hours.
Section 5: Additional Knowledge Base
Provide more information that the AI should use when answering questions. If you have more information that you'd like to add other than your website things like frequently ask questions, publication and pricing information. This is a place to add it to help us train the agent.
Provide more information to help us train the AI.
Any other location we can train the AI Agent about your business?
Section 6: Twilio Setup
Connect your Twilio account.
Do you have Twilio already setup?
Found in your Twilio Console.
Used to connect your Twilio account.
Your Twilio Phone Number.
Section 7: Auto Top-Up
Prevent interruptions by automatically adding credits when your balance is low.
Enable Auto Top-Up to prevent interruptions?
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