Client Onboarding | polaris
Gather info
Collect the publicly available details your voice agent should reference.
Personalize the agent
Choose the voice and personality that fit your brand best.
Enable integrations
Connect the tools your agent will use for tasks like booking appointments.
Step 1 of 2
Gather info
Pull together references, scripts, and FAQs so the agent can answer with confidence.
Think of this as building a cheat sheet. The clearer you make these resources, the easier it is for the agent to sound natural.
- Link to your about page or company overview deck.
- Share example transcripts that show the tone you like.
- Highlight any industry-specific rules or vocabulary.