AI Employee Onboarding Checklist

General Business Information

Full Name *

Phone *

Email *

Business Name *

Business Category/ Industry

Business Description

Website

Website Platform

Logo & Brand Assets

Logo & Brand Assets files

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )

Business Email Domain

Upload Knowledgebase & Other Documents

Upload a primary knowledgebase and supporting documents (FAQs, guides, pricing, policies, services, or product details) to train the AI.

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )

Which CRM platform do you use?

Which Calendar or Calendar integration would you like to use for bookings?

Who is your point of contact?

Voice AI Agent

Name *

Gender *

Male

Female

Main Goals of Voice AI *

Tone

Personality Brief

Language / Accent Preference

Chat AI Agent

Name *

Gender *

Male

Female

Main Goals of Chat AI *

Tone

Personality Brief

Language / Accent Preference

Chat Platform to Connect

By checking this box, I agree to receive text messages and phone calls, including automated, pre-recorded, and AI-powered outbound calls, from Scale Through Automation regarding my account, orders, services I have requested, and marketing communications. These communications may include appointment reminders, order confirmations, account notifications, and promotional messages. Message frequency may vary. Message and data rates may apply. I understand that I can opt out at any time by replying STOP to any message or by following the opt-out instructions provided. Reply HELP for assistance.

These details are optional. If you prefer not to fill them out, you can skip by clicking “NEXT” at the bottom.

Additional Detail

Voice AI Agent

Voice assistant number already available

Yes

Requesting a new number for Voice AI Agents

Yes

Phone number for call forwarding (if any)

Call Script / FAQ Source

Upload common call flows, FAQs, and responses

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )

Escalation / Handoff Rules

Voice Agent Operating Hours

Chat AI Agent

Data to be Captured

Live Chat Handoff Rules

Live Chat Operating Hours

For Both Voice and Chat AI Agents

Phrases to Frequently Use/ Approved Topics/ To Dos

Phrases to Avoid/ Restricted Topics/ Not To Dos

These details are optional. If you prefer not to fill them out, you can skip by clicking “NEXT” at the bottom.

Review AI

Willing to Connect Google Business Profile (GBP)

Yes

Google Business Profile (GBP) Link

Delay Before Automated Review Reply

Preferred Tone for Review Replies

Select Reviews for AI Response

Review Reply Style / Keywords

Usage of Business Name for Responses

Custom Signature or Closing Line

Keywords to Highlight (if any)

Keywords to Avoid (if any)

Review Requests

When to Request Reviews

Channel To Request Reviews

Delay Before Review Requests

These details are optional. If you prefer not to fill them out, you can skip by clicking “NEXT” at the bottom.

Content AI

Brand Voice Guidelines

Target Audience

Content Types Needed

Competitor Links / References

Planned Social Media Platforms to Post Contents

Planned Social Media Posting Frequency

Funnel AI

Funnel Goals

Details About Offer / Product

Existing Funnel Links (if any)

Design Preferences

Attach Design Preferences Related Files

Attach any files / assets related to design preferences

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )

Integrations Used

Follow-up Sequences

Analytics Used

These details are optional. If you prefer not to fill them out, you can skip by clicking “NEXT” at the bottom.

Workflow AI

Key Automation Goals / Use Cases

Integrations Used

Preferred Notification Channels

Approval Required Workflows

Task Assignment Rules

Escalation Policies

Additional Integrations & Settings

Operating Country & Time Zone

Calendars to Connect

Email Sending Domain Setup (if applicable)

SMS Provider / Number Setup (if applicable)

Payment Processor

CRM Migration (if applicable)

Upload existing lead data or pipelines

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 15 Files )

Access Roles

To embed the Voice and Chat AI Agents on your website, we will need access to your website’s editor. Would you be comfortable providing this access? If not, we can guide you through the steps to complete this on your own.

Yes

Not sure

To link our funnels with a sub-domain from your domain, we’ll need access to your domain management panel. Would you be comfortable providing this access? If not, we can guide you through creating and connecting a sub-domain from your domain manager.

Yes

Not sure

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