Onboarding Guide
Live in as little as 24 hours.
Getting started with ACC is quick and guided. Here is exactly what happens, what we need from you, and how to prepare.
How it works
The five steps to going live.
We handle the heavy lifting — your part is quick at each stage.
Kickoff call
Day 1We learn how your business works — your hours, your callers, and how you want calls handled.
Your part: Join a short call and tell us about your business.
We build your script
Day 1Our team drafts your greeting, intake questions and escalation rules, tailored to your business.
Your part: Review and approve the script — tweak anything you like.
Forward your line
Day 1–2You point your existing business number to ACC — all the time, after hours, or only when your line is busy.
Your part: Set up call forwarding (we will walk you through it).
Connect your tools
Day 1–2We link your CRM, calendar and messaging apps so every lead and message lands where you work.
Your part: Share access to the tools you want connected.
Go live & refine
Day 2We run a test call, switch you on, and keep fine-tuning the script as real calls come in.
Your part: Make a test call and tell us what to adjust.
Your setup checklist
Tick these off as you go — your onboarding specialist tracks the same list on their end.
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This checklist tracks your progress in this browser only — it is a guide, not your live account status.
Before you start
What to have ready.
A little prep makes onboarding even faster. Gather these and you are set.
Your coverage hours
When you want ACC answering — 24/7, after hours, or overflow only.
How calls should sound
Your greeting, key questions and anything agents should or should not say.
On-call contacts
Who to reach for emergencies, and how to escalate to them.
Tool logins
Access to the CRM, calendar or messaging apps you want connected.
Need a hand?
Your onboarding team is with you the whole way.
Check the Help Center for step-by-step articles, or reach a real person any time.