> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Onboarding Wizard

> Walk through the 5-step onboarding wizard to configure a client's AI receptionist, phone number, and knowledge base.

## Overview

The onboarding wizard guides you through setting up a new client from scratch. You can access it two ways:

* **After adding a client** — a dialog prompts you to start onboarding immediately
* **From the client list** — click the three-dot menu on any client and select **Onboard Client**

The wizard tracks progress with a step indicator at the top. You can leave and return at any time — your progress is saved.

<Info>The onboarding step badge appears on the client list so you can see at a glance which clients still need setup.</Info>

***

## The 5 Steps

<Steps>
  <Step title="Business Details">
    Confirm or edit the client's core information:

    * **Business name** — how the AI introduces the business on calls
    * **Trade/Industry** — determines the default AI template and knowledge base
    * **Phone number** — the client's existing business phone (customers forward this to the AI number)
    * **Website URL** — the system scrapes this to auto-populate the knowledge base

    <Tip>If the client has a website, enter it here. The crawler will extract services, hours, pricing, and FAQs automatically — saving you significant setup time.</Tip>
  </Step>

  <Step title="Receptionist Settings">
    Configure the AI receptionist's personality and behavior:

    * **Voice** — choose from Sarah, Alice, Eric, or Daniel (ElevenLabs voices)
    * **Greeting message** — what the AI says when it picks up the phone
    * **Personality** — professional, friendly, casual, or custom instructions
    * **Booking mode** — whether the AI books appointments, captures leads, or both

    This step uses **impersonation** to open the client's Receptionist Settings page. You are editing their settings directly.
  </Step>

  <Step title="Phone Provisioning">
    Provision an AI phone number for the client:

    * The system auto-detects the client's country from their business phone
    * For US/CA clients, a local area code is matched to their region
    * For UK clients, you can choose between a mobile (+447) or landline (+441/2/3) number

    This step opens in a **new tab** via impersonation, taking you to the client's Phone page.

    <Warning>UK landline numbers require an approved Twilio regulatory bundle (AddressSid + BundleSid). These are configured at the platform level — contact support if provisioning fails.</Warning>
  </Step>

  <Step title="Knowledge Base">
    Build out the client's knowledge base so the AI can answer caller questions accurately:

    * **Auto-scraped data** — if a website was provided in Step 1, scraped content appears here
    * **Apply a template** — use a pre-built [knowledge template](/agency/knowledge-templates) for the client's industry
    * **Manual articles** — add custom FAQ articles, service descriptions, pricing info
    * **Upload documents** — PDF, TXT, or CSV files with business information

    This step opens in a **new tab** via impersonation, taking you to the client's Knowledge Base page.

    <Tip>Apply an industry template first, then customize. A plumbing template gives you 15+ articles covering emergency callouts, pricing ranges, service areas, and common questions — all editable.</Tip>
  </Step>

  <Step title="Review & Go Live">
    Review all settings before activation:

    * Business details summary
    * AI voice and greeting preview
    * Phone number confirmation
    * Knowledge base intelligence score (aim for 70%+)
    * Any missing items flagged with warnings

    Click **Go Live** to activate the client.
  </Step>
</Steps>

***

## What Happens After Go Live

Once you click Go Live:

1. **Client goes live** — the AI receptionist is fully active
2. **Calls begin** — the AI phone number starts answering incoming calls
3. **Dashboard access** — the client can log in and see their calls, leads, and appointments
4. **Automations activate** — missed call textback, review requests, and reminders go live
5. **Health scoring begins** — the client appears in your analytics with a health score

***

## Resuming Incomplete Onboarding

If you leave the wizard before completing all steps:

* A **badge** appears on the client's row in the client list showing which step they are on (e.g., "Step 3/5")
* Click **Onboard Client** from the three-dot menu to resume where you left off
* The sidebar shows a **Setup Wizard** prompt until onboarding is complete

<Accordion title="Can a client complete their own onboarding?">
  Yes. If the client logs into their dashboard before you finish onboarding, they will see the same setup wizard in their sidebar. They can complete the remaining steps themselves. The wizard syncs — any steps you completed will show as done for them too.
</Accordion>

<Accordion title="Can I redo a completed step?">
  Yes. Click any completed step in the wizard to go back and edit it. Changes take effect immediately. The only exception is "Go Live" — once activated, you cannot deactivate (only suspend).
</Accordion>

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