Onboarding Steps for Umbrella Voice App Subscriptions
Step 1: Create or Select the Client Contact
Navigate to the Contacts section in your Umbrella dashboard.
If the client is new, click "+ Add a new contact" and fill in their details (Name, Email, etc.).
If the client already exists, select their profile from the contact list.
Step 2: Add the Voice App Product
On the client's contact page, click the "+ Add a new product" button.
From the product list, find and select "Voice App Subscriptions".
Step 3: Configure the Subscription Plan and Price
You will see the product configuration screen. Click on the "Annual" toggle to see the available plans.
Select the free promotional account by clicking "Choose".
Set Your Markup:
To have Umbrella bill your client: Enter the retail price you want to charge the client. Umbrella will invoice them and send the payment to you.
To bill the client yourself: Set the markup to zero.
Step 4: Complete the Initial Information Form
Fill out the basic information requested for the initial setup.
Important: The description field requires a minimum of 200 characters to proceed. You can add placeholder text and edit it later.
Click "Submit".
Step 5: Provide Billing Information (for Annual Renewal)
You will be taken to a billing page. You will not be charged now for the free promotional account.
This billing information is kept on file for the subscription's automatic renewal after one year.
If you are billing the client yourself, use your own card.
If you set a markup for Umbrella to bill the client, use the client's card information.
You will receive renewal notification emails (14 days, 7 days, etc.) before any charge occurs next year, giving you the option to cancel.
Click "Pay with card" to finalize the setup.
Step 6: Access the Full Configuration Form
After completing the payment step, the account is created.
You will then see a button that takes you directly into the detailed Voice App configuration form, where you can finish setting up the service (e.g., porting a number, setting up greetings, etc.).
Of course. Based on the transcript, here is a step-by-step guide explaining the sections you need to fill out in the onboarding form to create the voice app.
This form collects all the information needed to build your custom voice app for Amazon Alexa and Google Assistant. Fill out each section carefully to avoid delays.
Part 1: Basic Business Profile
This section is similar to setting up a business listing and populates the app's core knowledge.
Step 1: Business Information
Fill in your business name, address, phone number, and website. This is essential for the app to provide basic contact details.
Step 2: Additional Business & Service Information
Products/Services Offered: List all your services, separated by commas.
Business Description: This is a very important section. The voice app uses this to answer general questions.
Crucial: Pay attention to the character count requirements noted in the tool-tips (e.g., must be between 270 and 750 characters). Providing a description that is too short will cause a delay in your app's creation.
Booking Link: Add a link if you want users to be able to schedule appointments.
Service Area: Define the specific zip codes or cities you serve.
Step 3: Hours & Categories
Business Hours: Enter your regular hours and add any special hours for holidays.
Categories: Select your primary and secondary business categories.
Step 4: Keywords & Social Media
Keywords: List keywords relevant to your business for search purposes.
Existing Social Pages: Add the URLs to your social media profiles.
Part 2: Voice-Specific Questions & Answers
This section configures the app's conversational personality and responses.
Step 5: Default Voice Messages
Welcome Message: The first thing the user hears when they open your app (e.g., "Welcome to [Your Business], how can I help you?").
Help Message: The response a user gets when they say "help."
Fallback Message: A message for when the app doesn't understand a question (e.g., "Sorry, I didn't understand. Can you ask another way?").
Exit Message: A closing message when the user ends the session (e.g., "Thanks for talking with us!").
Step 6: General Q&A
Go through the list of common questions. Many answers (like hours and address) will be filled from Part 1, but you should review and answer the others. Examples include:
"Do you offer military discounts?"
"What accreditations do you have?" (e.g., Google Certified, licensed electrician).
"Is your building wheelchair accessible?"
"Can I get a quote over the phone?"
After You Submit: What to Expect
Timeline: It takes approximately 1 to 2 weeks to process the information, develop the app, and get it verified by Google and Alexa.
Error Notifications: You will not get an immediate alert if information is missing or incorrect. The team will review your submission, and if something is missing (like the business description being too short), you will be notified via email from Umbrella support after a few days. To avoid this, read the tool-tips carefully.
Future Updates: Once your app is live, any changes you make to the form (like updating your address) are processed much faster, typically within 24 hours.
Support: If it has been more than two weeks or you have questions, contact our support team by submitting a ticket through the Help widget located in the bottom right of the Umbrella dashboard.
