Call Service Onboarding | Covara Connect

Covara Connect · Onboarding

What should we handle for your business?

This form collects all information Covara needs for professional call handling, customer communication, appointment coordination and call forwarding.

Call handling Greeting script Appointment service Forwarding 24/7 availability Customer service

So we can get started correctly right away

Define greeting script and communication style
Record phone numbers and service hours
Define contacts and forwarding rules
Prepare additional functions and FAQs

Note: The more precise your information is, the better Covara can handle calls, messages and customer concerns in your name.

Company details

Company name *

Industry

Address

Website

Customer number / internal reference

Short description: What exactly does your business do?

Primary contact

Name *

Position / role

Phone number *

Email address *

Preferred contact method

Requested services

Please select which tasks Covara should handle for your business.

Call handling in the company name Forward calls to specific people or departments Record and send callback notes Schedule, reschedule or cancel appointments Answer general customer inquiries Record and categorize support requests Record orders, reservations or inquiries Contact emergency or on-call service according to instructions Other

Description of other services

Phone numbers & availability

Main number to be handled *

Additional phone numbers

Preferred start date

Preferred availability

Service hours / schedule

Greeting script & call opening

The greeting script is the opening Covara uses to answer your calls professionally.

Preferred greeting script *

Preferred communication style

Special instructions

Address customers informally Address customers formally Always ask for the caller's name Ask for the caller's company / organization Provide privacy or consent notice before creating a call note

No-go phrases / wording to avoid

Forwarding & contacts

Define where calls or messages should be forwarded depending on the concern.

Concern / category	Contact / department	Phone / email	When to forward?

Message delivery & documentation

How should messages be delivered?

Default recipient email

Default recipient phone / mobile

Appointments & calendar

Do you need appointment service?

Yes No Later / not decided yet

Calendar system

Default appointment length

Appointment rules

Additional functions

Multilingual call handling FAQ / standard answers for common questions Complaint management Lead capture / prospect qualification Emergency or escalation plan Handle VIP customers or important contacts separately Monthly reporting / analysis

Details about additional functions

Frequently asked questions & standard answers

Please enter typical customer questions so Covara can answer them correctly.

Customer question	Preferred answer / note	May Covara provide a binding answer?

Privacy & authorization

Covara processes customer data only according to the agreed instructions. Please confirm the desired communication and data processes.

I confirm that Covara may use the information provided to process calls and customer inquiries. * Covara may forward customer information to the listed contacts. Covara may create or change appointments according to the specified rules. Call notes may be documented and stored.

Place, date

Customer name / signature

Name in block letters

Note: “Save PDF” opens the print dialog. Save the form there as a PDF and then send it to us using “Send PDF by email” at hello@covara.world.

Professional customer communication