Onboarding Form

Let's set up your unified inbox!

We'll use this information to prepare your setup. Any questions? Please reach out to [email protected].

Full Name *

Email *

Legal business name *

Which channels should we connect to your unified inbox? *

For each channel you selected, please provide the details below *

WhatsApp
Instagram
Email
Facebook

What tone of voice should the AI use when replying to clients? *

Is the AI allowed to tell clients how much treatments cost? *

Are there any situations where the AI should stop and alert your team instead of replying itself? If yes, what are they? *

Should the AI answer incoming calls? If yes, which number should we use?

Upload a recent utility bill or official document showing your business name and registered address (required for automated communications compliance) *

PDF, DOCX or DOC Utility bill or any business registration document.

Please note:

For WhatsApp:

When a WhatsApp number is connected to the API (via the LeadConnector App), it can no longer be used on the regular WhatsApp app on a phone. All messaging moves to the LC inbox. Any existing chat history on the phone is not transferred. The client needs to accept this before you touch the number.

For Instagram:

The account must be a Professional account (Business or Creator) and connected to a Facebook Page before it can be linked to LC for DM routing. If it is currently a personal account, they need to switch it first.

Do you want to import your existing contacts into the system?

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF This means your team will already have client names and numbers visible from day one, instead of starting from scratch.

WhatsApp acknowledgement *

I understand that connecting my WhatsApp number to the system means I will no longer be able to use it on the WhatsApp app on my phone. All messages will come through a unified inbox app instead. Existing chat history will not be carried over.

Instagram acknowledgement *

I understand that my Instagram account must be set to a Professional account (Business or Creator) and linked to a Facebook Page before it can be connected. If it is currently a personal account, I agree to switch it before the setup call.