CallSaaS
.io
· Onboarding
Step 1 — Business Details
Step 2 — Configuration
Payment
placeholder
New Client — Business Details
Tell us about the business. We'll use this to configure the AI agent.
Business Information
Website URL
Look Up
Business Name
*
Trading Name
(if different)
ABN
Industry / Niche
*
Auto Workshop
Dental Practice
Medical / GP
Hair / Beauty Salon
Other
Business Address
Contact Information
Owner / Contact Name
*
Email Address
*
Mobile (owner alerts)
*
Office / Landline
Demo Reference (optional)
Demo Slug
If this client had a demo, enter their slug to link records
Research Result — Use as Reference for Step 2
Next: Configuration →