Complete the Voice AI Employee Form

Think of your Voice AI Employee as a "real" employee. You don't just start them with no instructions.

You need to induct them and train them in your business processes. Your Voice AI Employee is the same.

You’ll receive a setup form from us once you complete your onboarding session. We need that back within 7 days.

Your Voice AI Employee is a central part of your DigiSyncro system and needs to be configured for you and your business. Because it is so important you will need to understand what we are asking for and how you provide us with the information we need.


Some of it is easily available, and some you will need to set up first. Please read this overview so you know what we are expecting. When you get the form just follow each step. You can save the form whenever you get to a section that needs more info.

IMPORTANT: When completing the form, if you do not have everything ready to answer the questions please work on getting that information first. You can save the form at any stage.

The information you provide is loaded directly into your Voice AI Employee system. TBA or other "not ready" terms cannot be used.

Complete the Voice AI Employee Form

(Within 7 Days)

You’ll receive a setup form from us within 48 hours of starting your onboarding process.

Even if you haven’t had your onboarding session yet, please complete this form as soon as possible, it gives us what we need to begin building your AI Employee.

We’ll help you:

  • With any questions or clarifications while completing the form

We’ll take care of:

  • Begin configuring your Voice AI Employee as soon as your form is submitted

What’s in the form

You’ll provide:

  • Team member names and roles

  • Their direct phone numbers

  • Preferred notification methods (email and/or SMS)

This information helps us configure your Voice AI to forward calls, send notifications, and handle messages the way you want.

Scenarios & Actions

Your Voice AI Employee uses Actions to decide what to do when certain things happen during a call.

  • You’ll have 15 Actions in total.

  • Each Action represents a specific situation — for example, forwarding a call, taking a message, or sending a notification.

Here’s how it works:

  • 1 Action = 1 scenario (e.g., "Book Estimate", "Call Reception")

  • Calls can be transferred during business hours only

  • After hours, you can decide whether the AI takes messages, books appointments, or just logs enquiries

  • We recommend dedicating one Action to return calls, so callers can easily reach a team member without looping back to the AI.

Live Transfer Setup

If you’d like your AI to transfer calls directly to team members:

  • Each team member will need a direct phone number (your main line can’t be used since the AI answers it)

  • Make sure each person has voicemail enabled, or that calls can ring on multiple phones if unanswered.

  • If you’d like, we can set it up so that missed calls automatically go back to your AI to take a message (this requires a second AI agent at $100/month)

Notifications

When your AI Employee handles an enquiry or booking:

  • Notifications can go to you or another team member

  • You’ll choose how to receive them, email, SMS, or both.

Review & Confirmation

Before launch, our team will review everything with you to make sure it’s all set:

  • Your Actions match your business workflow

  • All live transfer numbers are correct and direct

  • Voicemail and SMS notifications are tested

  • Each team member knows how and when they’ll receive updates