Customer Onboarding
Launch intake for ReceptionGrid customers.
This page outlines what we collect before launching missed-call recovery, AI reception, CRM automation, support routing, and connectivity workflows.
Business name, locations, hours, and service area
Current phone provider and call forwarding requirements
Main number, overflow number, escalation contacts, and after-hours rules
Approved FAQs, booking links, intake questions, and disqualification rules
CRM access, pipeline stages, tags, and follow-up timing
SMS consent language, opt-out handling, and approved message scripts
Support categories, urgency rules, and customer update templates
Internet, managed Wi-Fi, mobile, or eSIM requirements
Approval checklist before launch
Customer-facing scripts, SMS language, call routing, escalation rules, billing setup, compliance-sensitive decisions, and any pricing or contract terms require human approval before going live.