Client Onboarding | CH Business Services

✓

You're all set

We've received your onboarding details. Expect an email within 1 business day confirming your connected accounts and configuration timeline.

1. Your business

Basic details so we know who we're setting this up for.

Business name *

Please enter your business name.

Your name *

Please enter your name.

Email *

Enter a valid email address.

Phone number *for SMS follow-up

Enter a valid phone number.

Industry *

Please select an industry.

2. Which service are you activating?

This determines which agents we configure for you.

Automation Starter Automation Pro Full Suite Not sure yet

Please choose an option.

3. Systems you already use

So we know what to connect - leave blank if you're not using one yet.

Current CRM (if any)

Calendar tool

Business email provider

4. How should we handle escalations?

Anything outside these rules gets routed straight to you.

Who should be notified for anything the agent can't handle? *

Let us know who to notify.

Any specific situations that should always go to a human? e.g. discount requests, complaints, cancellations

5. Voice & tone

A quick sample helps the agent sound like you, not a generic bot.

Paste an example of how you'd normally reply to a customer message

We'll follow up by email within 1 business day.