What to Expect During Onboarding

Onboarding is just the setup period, the stretch of time between the day you sign up and the day your new system is running your calls and leads. It matters because a smooth setup means you start getting value fast, without a big mess to untangle later. The good news is you are not left to figure it all out on your own. Alivo does the heavy lifting on the technical setup, and a real person walks you through the rest. This guide lays out exactly what happens, from the form you fill out before your first call to going live in about 14 days, and then the 90 days of one-on-one help after that.

Who Does What

The simplest way to picture onboarding is to split it into two jobs: the setup and the day-to-day running. Alivo handles the first. Your team learns the second. You are never stuck building complicated things yourself, and you are never left in the dark on how to actually use the platform once it is live.

What Alivo Sets Up for You

Before you ever go live, Alivo configures the technical pieces so you do not have to. This is the "white-glove" part, meaning we do the work for you rather than handing you a manual.

• Your AI agents. We build and set up the AI agents that answer calls, reply to leads, and follow up, tuned to how your business works.
• Your phone system and call routing. We set up your phone lines and the rules that decide where each call goes.
• Your integrations. We connect Alivo to the CRM (the software where you keep your customer records) and the lead sources you already use, so everything flows into one place.
• Your scheduling. We set up your booking rules and sync them to your calendar so appointments land where they should.

What Your Team Learns to Run

Once the setup is done, the point of onboarding shifts to getting your team comfortable actually using it. We train you on the parts you will touch every day.

• Managing your pipeline and conversations. Keeping track of leads and the back-and-forth with customers.
• Adjusting scripts and settings. Tweaking what the agents say and how the system behaves as your needs change.
• Unlocking more features over time. Turning on more of the platform as you get comfortable, instead of all at once on day one.
• Getting support from someone who knows your account. Working with a specialist who already understands your setup, so you are not re-explaining it every time.

Your Onboarding Timeline

Here is the whole path, start to finish. The setup runs about 14 days from the day you sign up to the day you go live, and then you have your onboarding specialist for 90 days total.

Before Call 1: Fill Out Your Onboarding Form

Everything starts with a short form, usually about 20 minutes. You tell us the basics we need to build your account: your CRM and phone details, and the lead sources you use. Getting this done early is what lets the first call be productive instead of a fact-finding session.

Call 1, Days 1 to 3: Your Implementation Deep Dive

This is your first call, and it is where you meet your onboarding specialist, the one person who will guide you through the whole process. On this call you review your scripts and setup together and kick off the integrations. Think of it as the plan-building call, where the two of you line up exactly what your account will look like.

Days 3 to 12: Alivo Configures Your Account

This is the stretch where Alivo does the building. We set up your account, get your scripts approved by you, and test the integrations to make sure your CRM and lead sources are talking to Alivo correctly. There is not much for you to do here besides sign off on your scripts.

Call 2, by Day 14: Your Go-Live Call

This is go-live day. On this call you meet your agents, your team gets its full training, and you walk through the platform together. By the end of it, your system is on and working, and your people know how to use it.

Calls 3 to 6, Days 14 to 90: Tips, Tricks, and Unlocking Value

Going live is not the finish line. Over the next stretch you get four more sessions with the same specialist. These are for refining your scripts, unlocking more features as you get comfortable, and squeezing more value out of the platform now that it is part of your daily routine.

Good to know: the more complete your onboarding form is, the faster the whole timeline moves. The details you share up front are what let Alivo build your account without stopping to ask questions, so a little time on the form pays off in a quicker go-live.

Your Specialist and Support After Go-Live

One thing that makes onboarding easier is that you work with the same person the whole way through. You are not bounced between departments or forced to re-explain your setup to someone new every time.

• One dedicated onboarding specialist. The same person from start to finish. They know your account, so you never start from scratch.
• A 90-day onboarding period. You are paired with that specialist for 90 days, long enough to get your team confident and running at full speed.
• Email support after day 90. Once onboarding wraps, you can reach the support team by email anytime for questions, changes, and ongoing guidance.

Common Questions

How Long Until I'm Live?
About 14 days from the day you sign up, as long as your onboarding form is filled out and you approve your scripts on time. The steps that involve you, the form and the script sign-off, are the ones that set the pace.

Do I Have to Set Up the Technical Stuff Myself?
No. Alivo configures your AI agents, phone system and call routing, CRM and lead source integrations, and scheduling for you before you go live. Your job is to share your details up front, approve your scripts, and show up for training.

Will I Work With the Same Person the Whole Time?
Yes. You get one dedicated onboarding specialist who stays with you through the full 90-day onboarding period. Because they already know your account, you are not re-explaining your setup every time you have a question.

What Happens After the 90 Days?
You can reach the support team by email anytime for questions, changes, and ongoing guidance. The 90-day period is about getting your team fully up to speed, and email support continues after that.

Still have a question this didn't answer? Reach out to our support team support@alivo.ai and we'll be glad to help.