Optika — Business Setup

01Business

Business information

The essentials so we know who we're representing and how to reach you.

Business Name

Owner / Primary Contact

Email Address

Phone Number

Business WebsiteOptional

Business Address

02Details

Business details

Context that helps us represent your business accurately on every call.

Business Hours

Service Area

Services Offered

Additional LocationsIf applicable

Short Business Description

03Calls

Call preferences

How we should greet your callers and keep you in the loop.

Preferred Greeting

Information Every Caller Should Provide

Calls That Should Be Treated as High Priority

Preferred Notification Method

Email for Call Summaries

Phone Number for Text Summaries

04Knowledge

Help your voice agent answer these right.

Everything customers regularly ask the more you share, the more accurate we sound. Note: Your voice agent answers calls and gathers details, it does not book appointments or make final decisions on your behalf

Common Questions & Policies

05Notes

Additional notes

Anything else our team should know before we get started.

For our team

Ready when you are.

Submit your setup and our team will take it from here. We'll be in touch shortly.