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Setup establishes a production-ready line: accurate knowledge, a defined persona, connected systems for booking and collections, and a Phone Line with escalation. Start: mixr.network/agents/voice/onboarding

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Provisioning steps

1

Industry

Select the closest operating context so defaults match how callers engage your organization.
2

Business identity

Set the name callers already recognize.
3

Website import

Import services, hours, FAQs, and policies from your site into agent knowledge.
4

Review

Correct facts before they are spoken on a live call.
5

Persona

Select voice and tone appropriate to your brand and channel.
6

Greeting

Define the opening callers hear on inbound.
7

Connections

Link calendar, email, and payments required to book, follow up, and collect.
8

Location

Provide city/ZIP for area-code matching when the number is assigned.
9

Go live

Complete setup. Numbers are assigned by Mixr. Active lines appear under Agents → Phone Line.

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Post-go-live checklist

  1. Finalize Agents — Voice · Desk Chat · Phone Line (escalation)
  2. Monitor inbound in Recents
  3. Enable Automations — summaries, Contacts sync, inbound email alerts, transfer when ready
  4. Schedule outbound Reminders for confirms, balances, and check-ins
  5. Complete remaining Connections
  6. Close loops in Voice Desk Chat and Invoices
When site content changes, re-run Import under Agents → Voice so inbound and outbound calls reflect current offers and hours.