If you're a developer, freelancer, or agency building AI voice solutions for clients, you need a workflow that lets you configure everything before handing off access. Kestrel supports this with a simple approach: one account per client, configured by you, handed off with a single invitation.
Sign up at kestrelvoice.com/signup using a dedicated email for this client engagement. Each Kestrel account has one owner at creation time, so a separate sign-up per client keeps each client's data and configuration fully isolated.
Go to /settings/ai-agent and set the greeting, business hours, call routing, and voice instructions. These settings are configured on the account itself and don't require a phone number to be attached first.
Navigate to /settings/phone-numbers to search and purchase a specific number for your client. Do this before activating billing so the number is ready when the plan goes live.
Choose and activate a plan directly from /settings/billing. Activating a plan while signed in as the account owner is a direct checkout — your client never has to go through onboarding themselves.
Go to /team and create an email-scoped invitation for your client. Share the invite link with them.
Your client sets a password (or signs in) and lands directly on the configured dashboard, skipping onboarding entirely.
Setup isn't a one-time event. Because you (or your client) keep access to the account, ongoing tuning is just as real a part of the workflow as initial setup.
/settings/ai-training tracks extraction patterns the AI has learned from real calls, with an approval queue for new patterns and a configurable confidence threshold before something is auto-applied.
/rag/content manages the website content the AI draws on to answer questions. You can add sources, trigger a rescrape after your client updates their website, and refresh what the AI knows without touching its core configuration.
Both are editable at any time from Settings — if a call reveals the AI mishandled a specific phrase or should route a new type of request differently, update it directly and the change applies to the next call.
A client who gets handed a working AI phone agent and just sets a password feels like they hired an expert. This workflow keeps you in control of the configuration while giving your client a clean, single-step way in.
Ready to set up your first client account? Sign up at kestrelvoice.com/signup with a dedicated email for the engagement and follow the steps above.
KestrelVoice is an AI voice operations platform designed for service businesses. Our platform handles incoming calls 24/7, books appointments, routes emergencies, and integrates with your existing tools.