How The Process Works

How it works

AiVA has made a simple. pain-free onboarding process to get started quickly; while having AiVA guide yor you through the entire process.

Getting Started & How the Process Works

AiVA has made a simple. pain-free onboarding process to get started quickly; while having AiVA guide yor you through the entire process.

Onboarding and Gathering

Initial discovery of current processes
Collection of operational requirements
Begin preliminary documentation work

Identifying needs and wants

Map out essential workflows
Document critical pain points
Analyze current operational gaps

Design CRM Setup according to goals

Create basic framework structure
Develop preliminary workflow designs
Plan implementation roadmap

Initial CRM Setup

Begin core system configuration
Implement basic workflow structures
Set up foundational elements

Enhance and add on CRM functionality based on needs

Build advanced automation processes
Integrate additional features
Fine-tune existing configurations

Onboarding and Gathering

Initial discovery of current processes Collection of operational requirements Begin preliminary documentation work

Identifying needs and wants

Map out essential workflows Document critical pain points Analyze current operational gaps

Design CRM Setup according to goals

Create basic framework structure Develop preliminary workflow designs Plan implementation roadmap

Initial CRM Setup

Begin core system configuration Implement basic workflow structures Set up foundational elements

Enhance and add on CRM functionality based on needs

Build advanced automation processes Integrate additional features Fine-tune existing configurations

How does AiVA answer phone calls?

AiVA’s AI Phone Answering Agent uses natural language processing to handle customer calls and provide accurate responses.

What is the CRM feature?

The CRM (Customer Relationship Management) tool tracks customer interactions, manages leads, and organizes sales pipelines.

How does the meeting scheduler work?

The AI Meeting Scheduler syncs with your calendar and automates scheduling based on your availability.

Do I need technical skills to use AiVA?

No, AiVA is user-friendly and comes with guides to help you get started.

Can AiVA integrate with my existing tools?

Yes, AiVA integrates with popular platforms like Google Workspace, Microsoft Teams, and more.

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How it works

Getting Started & How the Process Works

Onboarding and Gathering

Identifying needs and wants

Design CRM Setup according to goals

Initial CRM Setup

Enhance and add on CRM functionality based on needs

Onboarding and Gathering

Identifying needs and wants

Design CRM Setup according to goals

Initial CRM Setup

Enhance and add on CRM functionality based on needs

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