Guide to Onboarding Your Business

🏁 Onboarding Guide

Onboard your business with this quick start guide to get your Sloane AI receptionist up and running

1. Visit hi-sloane.com/onboarding
2. Choose a business onboarding method:
• Connect Google Business Profile
• Enter your business name
• Auto-complete will find your business based on your location
• Sloane will train on your Google Business Profile data
• Connect Your Website
• Enter your business's website
• Sloane will train on your business' website data
• Traditional Form
• Enter your business details in the form
• Sloane will train on the data you input
3. Watch Sloane train on your data:
• ⬆️ More data entered means ⬆️ more data Sloane trains on
• Add additional data later after onboarding
4. Listen to the Greeting Preview:
• 🎧 The greeting demo will play automatically
• This is an example of how Sloane sounds when she answers calls
• You can adjust the greeting after you complete onboarding
5. Choose a user signup method:
• Google OAuth
• Email Verification

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Next Steps...

👍 Verify Your Business Profile Is Accurate

Once you've completed onboarding, it's a good idea to look at your Business Profile and make sure everything is accurate

1. Log into your Dashboard
2. Click on Business Profile in the left sidebar
3. Look over the following inputs to ensure they're correct:
• Business Name
• Industry
• Business Website (if you have one)
• Business Address
• Business Phone Number (your existing number)
• Timezone
• Business Description

🥸 Pro Tips

• Your Business Name, Business Description and Industry are the most important inputs when training Sloane -- make sure they are accurate
• If something is missing or inaccurate, write your changes in the input field and press the green Save button
• If you encounter any problems, please don't hesitate to email us at support@hi-sloane.com

🎖️ Add Additional Training Data

Once you've completed onboarding, we recommended adding additional data to your Dashboard to train Sloane -- this allows her to answer callers' questions about your businesss more thoroughly

1. Log into your Dashboard
2. In the left sidebar, click My Business to expand the following tabs:
• Hours
• Read the Hours Guide to customize when you're open and closed
• Services
• Read the Services Guide to customize what services you sell
• Products
• Read the Products Guide to customize what products you sell
• FAQs
• Read the FAQs Guide to customize frequently asked questions about your business
3. In the left sidebar, click My AI to expand the following tabs:
• Greeting
• Read the Greeting Guide to customize the way Sloane greets your callers
• Message Taking
• Read the Message Taking Guide to customize the way Sloane takes messages

📞 Place Your First Test Call

Once you've completed Onboarding, it's time to test Sloane and make sure everything sounds apt for your business

📋 Before You Call

1. Have your phone ready
2. Prepare some test questions about your business
3. Think about common customer inquiries

😃 When You Call

1. Greeting: Listen to how Sloane greets you at the beginning of the call
• Ensure it sounds appropriate for your business
• Read the Customize Greeting Guide to modify
2. Hours: Ask Sloane when your business is open
• Ensure Sloane provides accurate answers
• Read the Customize Hours Guide to modify
3. Services: Ask Sloane kind of services your business offers
• Ensure Sloane provides accurate answers
• Read the Customize Services Guide to modify
4. Products: Ask Sloane kind of products your business sells
• Ensure Sloane provides accurate answers
• Read the Customize Products Guide to modify
5. FAQs: Ask Sloane your businesses' frequently asked questions
• Ensure Sloane provides accurate answers
• Read the Customize FAQs Guide to modify