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Forge AI Customer Onboarding

Welcome to Forge AI

Thank you for choosing Forge AI.

This onboarding form helps us configure your AI receptionist to answer calls exactly the way your business operates.

Please answer each question as accurately as possible. Most customers finish in about 10–15 minutes.

Once submitted, we'll configure Dakota with your business information and contact you when your AI receptionist is ready.

company name

primary contact name

Email

Phone number

Business Address

Company Website (or type "None" if you don't have one)

industry

How many technicians or field employees do you have?

Describe your business and the services you provide.

What questions should Dakota always ask every caller?

What are your normal business hours and after-hours availability?

What cities, counties, or ZIP codes do you service?

. Team Members

What situations should Dakota treat as an emergency, and who should be contacted immediately?

Are there any scheduling preferences or appointments Dakota should follow?

Anything else Dakota should know about your business?