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Lead Agentics
Client Onboarding | Lead Agentics
Step 1 of 714%
Step 01 — Call Direction

How will your agent handle calls?

This shapes the entire architecture of your voice agent — let's start here.

📞
Primary Call Type
📤
Outbound Configuration
← Back
Step 2 of 728%
Step 02 — Main Agenda

What should your agent accomplish?

Choose the primary objectives. These guide scripts, logic, and integrations.

🎯
Primary Objectives
🔄
Transfer & Escalation
Step 3 of 743%
Step 03 — Agent Attributes

Design your agent's voice & style

Select the characteristics that define how your agent sounds and interacts.

🎭
Attribute Checklist
ⓘThese attributes guide our build — the more you select, the more tailored the result.
✨
Personality Style (select all that resonate)
🔊
Voice Gender
🌎
Voice Accent
Slow & ClearBalancedFast & Efficient
Balanced
Step 4 of 757%
Step 04 — Knowledge Base

What should your agent know?

The more context you provide, the smarter your agent will be from day one.

📖
Business Knowledge
📁
Supporting Materials

Your specialist will request files after submission.

🚫
Do-Not-Say & Compliance
Step 5 of 771%
Step 05 — Integrations

Connect your existing tools

Tell us what software you use so we can build seamless integrations from day one.

📅
Calendar Integration
Enable calendar integrationBook, reschedule, and cancel appointments in real time
🗃
CRM Integration
Enable CRM integrationLog call outcomes, update contacts, and push leads automatically
💌
Post-Call Follow-Up
Step 6 of 786%
Step 06 — Client Info

Let's get to know your business

Tell us who you are. This information is used for your account, billing, and ongoing support.

🛠
Business Details
📋
Billing Address
👤
Main Point of Contact
Step 7 of 7100%
Step 07 — Final Details

Almost there — last few questions

Help us plan your launch timeline, then verify and submit.

📅
Launch Timeline
📊
Success Metrics

How will you measure success?

💬
Anything Else?
🔒
Verify & Submit

By submitting, you confirm all information is accurate.

🎉 ⚡ 🚀 ✨ 🎉
Brief Received — Build Initiated

Your AI Voice Agent
is coming to life.

Every answer you provided has been captured and sent to your dedicated Lead Agentics specialist. Here's a full summary of everything you submitted.

💌  Email Us a Question
Call Direction
-
Voice Gender
-
Accent
-
Go-Live Target
-
Submitted
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Section 01

Client Information

Business Name
Industry
Website
Monthly Call Volume
Billing Address
Main Contact
Contact Details
Section 02

Call Configuration

Call Direction
Hours of Operation
Phone System
Transfer Number
Transfer Trigger
Agent Agenda / Objectives
Ideal Call Outcome
Section 03

Agent Design

Agent Name
Voice Gender
Accent
Attributes
Personality
Speaking Pace
Section 04

Integrations

Calendar Integration
CRM Integration
Calendar Provider
CRM Platform
Time Zone
Post-Call Follow-Up
Section 05

Knowledge Base

Business Description
Services / Products
Pricing
Top FAQs
Competitor Handling
Materials Available
🚫 Do-Not-Say / Off-Limits
Legal Disclosures
Section 06

Launch & Final Notes

Go-Live Date
Urgency
Heard About Us Via
Success KPIs
Seasonal Notes
Additional Notes

AI-Powered Voice Solutions  ·  leadagentics.com

info@leadagentics.com

01
Brief ReviewYour specialist reviews this submission within 1 business day
02
Discovery CallWe'll schedule a 30-min call to confirm details
03
Agent BuildOur team builds, trains, and tests your custom voice agent
04
Go LiveYour agent takes its first call — and never sleeps again