RVK AI - Digital Onboarding

Complete the form below to configure your voice agents, call routing, scripts, and facility locations.

Numbers & Routing

Build Contact

Primary point of contact for RVK during the build process.

Build POC Name *

Build POC Email *

Build POC Phone

Portal Administrators

Designate portal administrators (1 primary + up to 2 additional users).

Admin Name

Admin Email

Additional User 1 Name

Additional User 1 Email

Additional User 2 Name

Additional User 2 Email

Email post-call summaries?

Yes

Live Agent Transfer Number

Number where RVK will transfer calls to a live agent

Organization Website URLs

Systems

What systems does your organization use?

CRM System

EHR/EMR System

Phone System

CTM Account ID

Voice & Personality

Preferred Voice

Male

Female

Other

Voice Name

Random / No preference

Custom Voice Name

Specify a custom name for the agent voice, or check the box above for random assignment

Voice Variations by Agent

Brand Voice / Personality

Empathy Level5/10

ReservedCompassionate

Directness Level5/10

GentleDirect

Spoken Company Name

How should the agent identify your organization?

Identify as virtual agent?

Yes

Scripts & Knowledge

Opening Script

Initial greeting when answering calls

Additional Scripts

Click to upload or drag files herePDF, DOC, DOCX, or TXT files

Locations

Location 1

Facility Name

Address

Time Zone

Care Types

Mental Health

Substance Use Disorder

Both

Levels of Care

In-Network Insurance

RVK Agent Schedule

When should RVK answer calls for this location

Call Routing Steps

Accept Medicaid/Medicare?

Yes

For ineligible callers:

Refer to SAMHSA helpline and end call

Continue gathering information

Enable live agent transfers?

Yes

Call Center Scripts

Click to upload or drag files herePDF, DOC, DOCX, or TXT files

Knowledge Base Documents

Note: We can scrape your website for information, but website content may not include everything your admissions team mentions on calls. Please upload any additional materials or include specific details below that should be part of the agent's knowledge base.

Click to upload or drag files hereAdditional reference materials for the agent

By submitting, you confirm all information provided is accurate.