This knowledge base details the process and necessary configurations for setting up and customizing your Evo Technologies AI Agent. The process is completed via the AI Agent Onboarding Form found in the client console.
1. Accessing the Onboarding Form
| Step | Action | Navigation Path |
|---|---|---|
| 1. | Navigate to Organization | From the left sidebar |
| 2. | Select Clients | Under the Organization menu |
| 3. | Select your Registered Client | Click on your client's name from the list |
| 4. | Access the form | Click the AI Onboarding button |
2. Admin & Customer Settings Configuration
The onboarding form is organized into several sections to configure the AI Agent's operation, identity, and behavior.
Plan Selection
This section determines the features and capacity of your AI Agent based on anticipated usage and the number of agents needed.
| Field | Description | Action |
|---|---|---|
| Plan | Choose the service plan that best fits your business needs. | Select the appropriate plan from the dropdown menu. |
Hours of Operation
This configuration defines when your AI Agent will actively answer calls.
| Field | Description | Options |
|---|---|---|
| When Should The AI Answer Calls? | Determines the AI Agent's active hours. | * Always (24/7 coverage) |
| * Business Hours (Active during specified business times) | ||
| * Outside Business Hours (Active for after-hours calls) | ||
| It should also answer on no answer of Live Answer Team | Allows the AI Agent to handle voicemail/missed calls. | Check this box for voicemail coverage. |
Phone Number
This is the primary contact number your AI Agent will use to answer and place calls.
| Field | Description | Action |
|---|---|---|
| Do you have a new or existing number? | Select how the phone number will be provided. | Select Use Existing or Use New (New number requires a request for an area code). |
| Enter your existing number | The number the AI Agent will use. | Enter the complete phone number, including the country code (e.g., +16462021375) and area code. |
3. Customer Settings Configuration
Business Info
This information personalizes the AI Agent's interactions with callers.
| Field | Description | Example |
|---|---|---|
| Enter your company name | The official name of your business. | Bright Smile Dental |
| How would you like your AI Agent to greet callers? | The opening message the AI Agent will use. | "Thank you for calling Bright Smile Dental. How may I brighten your day?" |
AI Info
This section defines the AI Agent's personality and voice.
| Field | Description | Action/Options |
|---|---|---|
| How do you like your AI Agent to refer to themselves? | The name the AI Agent uses when introducing itself. | Enter a name (e.g., Jessica). |
| What primary language would you like your AI to speak? | The language the AI Agent will use. | Select from the dropdown (e.g., American English - en-US). |
| What voice would you like your AI Agent to have? | The specific voice and tone of the AI Agent. | Browse and select a voice option (samples are usually available to test). |
| Describe the personality you would like your AI Agent to have | The overall demeanor and style of interaction. | Enter a description (e.g., Cheerful, friendly, helpful, and knowledgeable about dental services). |
Call Handling
This defines the specific instructions and procedures the AI Agent must follow for incoming calls.
| Field | Description | Key Instruction Areas |
|---|---|---|
| Enter Call Handling Request | Detailed instructions for the AI Agent to manage different call scenarios. | 1. Determine Caller Intent and Location: Ask clarifying questions to determine the call's purpose (e.g., "Ask clarifying questions to determine which location and service the caller is interested in"). |
| 2. Post-Information Action: Instructions for call transfers, scheduling, or capturing contact details if a live person is unavailable. | ||
| 3. Exceptions/Escalation: Define rules for handling specific cases (e.g., "If the caller requests a 'Book an Appointment,' transfer the call, or send a scheduling link"). |
Contacts
A list of key people and their contact information for the AI Agent to use for call transfers or reference.
| Fields | Purpose |
|---|---|
| First Name, Last Name, Email | Essential contact information. |
| Position, Department | Defines their role and transfer relevance. |
| Instruction | Specific rules on when to transfer a call to this person (e.g., "Transfer billing inquiries to this contact"). |
| Phone | Their direct phone number. |
SMS Links
Allows the AI Agent to send relevant links to callers via SMS.
| Field | Purpose |
|---|---|
| URL | The complete web address (e.g., for online appointment booking). |
| Description | A brief label for the link's purpose (e.g., "Appointment Booking Link"). |
Forms
Allows you to create custom data collection forms for the AI Agent to fill out during calls (e.g., a New Patient Intake Form).
| Field | Purpose |
|---|---|
| Name | A clear name for the form (e.g., "Appointment Form"). |
| Purpose | Instructions on when the AI should use the form (e.g., "Fill this form for every call"). |
| Fields | Each field requires a Field Name (e.g., Patient Name), Field Type (Text, Number, Dropdown), a Description (guide for the AI), and an indication if it is Required. |
4. Submission & Implementation
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Review all sections for accuracy, especially phone numbers, emails, and all instructions.
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Click the Submit for Implementation button (located at the bottom right).
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The completed form is automatically emailed to the Evo Technologies support team.
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Onboarding engineers will review your submission and configure your AI Agent according to your specifications.
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You will be contacted if any clarification is needed during the implementation process.