How It Works
From trial request to provider-ready AI receptionist setup
A clear, controlled onboarding workflow before any live AI, SMS, telephony or payment features are enabled.
1
Start a free trial
Submit the branded trial form so your lead/trial record is created.
2
Complete guided onboarding
Add services, opening hours, FAQs, call rules and escalation notes.
3
Admin reviews your business information
The admin checks missing fields and confirms the next action.
4
AI receptionist setup brief is prepared
Agentora OS turns the CRM data into a provider-ready setup brief.
5
Provider/Cyberstaff setup and testing begins
Your chosen provider prepares and tests the receptionist workflow.
6
Customer reviews and approves
The customer reviews results and sends feedback before launch.
7
Go live when ready
Only move live when the workflow is approved and ready.
Ready to start?
Create your trial request and complete the onboarding checklist.
Start Free Trial