Onboarding

Client onboarding

Secure onboarding forms that gather everything we need to build a client's voice agent. Each form is reachable only through a signed link — anyone without the exact URL gets a 403.

How it works

  1. Create a form for a client on the admin page and get two signed links.
  2. Share the edit link with the client so they can fill it in.
  3. Optionally share the view link for read-only access.

Go to the admin page →