AI Concierge Onboarding | Alicia Thompson
ALICIA THOMPSON
AI Systems Manager
AI Concierge Onboarding

YOU'RE OFFICIALLY IN.

NOW LET'S TEACH YOUR AI CONCIERGE HOW YOUR BUSINESS ACTUALLY WORKS.

Your answers become the foundation Alicia uses to build, train, configure, and test your AI Concierge.

You do not need everything perfectly organized.
Just tell us how your business really works.

THREE THINGS.
THAT'S IT.

01

Complete Your Business Brain.

Work through the onboarding survey at your own pace. Your answers give Alicia the operating rules your AI Concierge needs.

02

Ask Heather If You Get Stuck.

Heather is available in the chat on this page. She can explain a question, give examples, or help turn what you are trying to say into wording you can paste into the survey.

03

Upload Anything Alicia Should See.

Scripts, FAQs, policies, brochures, emails, service information, or other materials can help Alicia understand how your business communicates.

Your Business Brain

THIS IS WHERE
YOUR AI LEARNS
YOUR BUSINESS.

The survey covers your customers, offers, pricing rules, brand voice, FAQs, policies, qualification, booking, handoff rules, follow-up, testing, and launch details.

Take your time. Give real answers instead of trying to make them sound perfect.

Don't Feel Like Typing?

Use the microphone on your phone or computer to speak your answers into the text fields.

Need Help?

ASK HEATHER.

Heather is Alicia's AI Onboarding Specialist.

If a question is confusing, you are not sure what to put, or you know what you mean but cannot figure out how to say it, ask Heather.

She can help you understand the question and give you clean wording you can copy into the survey.

HEATHER HELPS YOU EXPLAIN IT.
ALICIA DECIDES HOW IT GETS BUILT.

Supporting Materials

SHOW ALICIA HOW
YOUR BUSINESS ACTUALLY
COMMUNICATES.

Helpful materials can include:

  • Sales scripts
  • FAQs
  • Policies
  • Service information
  • Brochures
  • Existing emails
  • Customer messages
  • Testimonials
  • Reviews
  • Documents
  • Other useful business materials

Have nothing to upload right now? That's fine. Your survey answers are still the main onboarding information.

After You Submit

YOU GIVE ME THE BUSINESS.
I BUILD THE SYSTEM.

Alicia reviews everything you submitted.

If something needs clarification, she will reach out.

Then she uses the approved information to build, configure, train, and test your AI Concierge.

AI DOESN'T MANAGE ITSELF. I DO.