Onboarding Portal
Tell Arcella how to act on your behalf.
Step 1 of 3 — Preparation & Direction
Before we turn Arcella loose on your phones, forms, and funnels, we take a moment to define
how you want her to show up. Think of this as your prep time: a short reset to decide what
“good calls” look like, what matters most, and when a human should take over.
What this page does
Preparation Time gives you space to decide what you want Arcella to protect, prioritize,
and push forward. On the next page, we’ll capture these choices in the onboarding form, but here we’re
focused on clarity first, paperwork second.
You’ll decide
What matters most
- Which conversations matter: new leads, clients, emergencies, VIPs, etc.
- What a “perfect call” looks like for a brand-new lead.
- Which outcomes matter most: book, qualify, help, or protect time.
Arcella’s priorities
Where she focuses first
- Booking appointments
- Lead qualification
- Solving issues or routing correctly
Human handoff
Where YOU step in
- Billing issues
- High-value leads
- Escalations / sensitive topics
Reminder: none of this is permanent. We build Version 1 now and refine after you hear Arcella handle real conversations.
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Step 1 — Clarify how Arcella should act, protect, and prioritize.
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Step 2 — Structured onboarding form & agent setup.
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Step 3 — Live test with real scenarios before full launch.