After Hours FOC · New Office Onboarding

Franchise Office Intake & Deployment Questionnaire

This intake captures the operational, technical, and legal information required to deploy a compliant AI receptionist for your Express Employment Professionals office. Estimated completion time: 15–20 minutes. All responses are confidential.

Step 1 of 8

1. Franchise Office Information

Tell us who you are and which office this deployment is for.

Franchise Details

Primary Contact & Franchisee

2. Legal, Privacy & AI Compliance

This section is critical. AI voice deployment in staffing is governed by overlapping federal, state, and municipal law. Misconfiguration creates real liability.

Why this matters: Staffing offices handle employment-related inquiries, which triggers additional regulation beyond standard call-handling laws — including automated employment decision tools (NYC AEDT / Local Law 144), AI disclosure obligations (CA SB 1001, UT AI Policy Act, CO AI Act), biometric data rules (IL BIPA), and employment-specific AI limits (IL HB 3773). We configure your deployment around the laws of your state.

Call Recording Consent Framework

AI Disclosure & Persona

Required in CA, UT, CO (2026), and strongly recommended elsewhere: Callers must be clearly informed they are speaking with AI. We script this into the greeting.

Employment & Data Handling

Jurisdictional Configuration Limits

Acknowledgments

3. Phone System & Call Routing

Tell us about your existing telephony so we can design the right integration path.

Current Phone Provider

Current Call Handling

Deployment Scope

Porting / Forwarding

4. Business Operations & Hours

Helps us calibrate when Zara engages and how it represents your services.

Business Hours

Services & Verticals

Caller Mix

5. After Hours FOC — AI Configuration

How should Zara (or your custom-named assistant) sound and behave?

Persona

Call Outcomes

6. After-Hours Escalation & Staff Context

After Hours FOC operates independently of your live phone system — we do not maintain continuous access to your phone lines or transfer calls in real time. Tell us how your office handles after-hours escalations today so we can match that pattern for any urgent calls the AI captures.

How escalation works with After Hours FOC: When the AI identifies an urgent caller (safety incident, workers-comp, no-show crisis, irate employer, etc.), it captures full intake and immediately notifies the contact(s) you designate below — via SMS, email, or automated voice alert. It does not attempt a warm transfer. This keeps the system simple, avoids dropped-call liability, and respects your staff's off-hours boundaries.

Current After-Hours Escalation Process

Urgent Alert Routing

Staff Roster (for context)

7. Call Data & Notifications

How your team accesses captured calls and gets notified of activity.

Why a dedicated Google Sheet: Every call the AI handles is appended in real time to a Google Sheet provisioned for your office — the same proven infrastructure running in our flagship deployment. This is deliberately chosen over ATS/CRM integration: it's reliable (no third-party API that can break overnight), portable (export or pivot anytime), shareable (any teammate with a Google login can view — no ATS seat required), and auditable (full row-level history with timestamps). Direct integration with the Express Employment proprietary ATS is not available due to franchisor system constraints, and we would not recommend it even if it were — the sheet approach is more reliable and gives you full control of your data.

Google Sheet Access

Routine Call Notifications

Note: Urgent-call alerts are handled separately via the routing you set in Step 6. The setting below governs non-urgent, routine after-hours calls.

8. Launch Timeline & Authorization

Final details and sign-off.

Target Timeline

A scoped quote will be sent to the email on file following review of this intake. Pricing is handled separately and is not part of this document.

Authorization

Intake Received — Thank You

We've captured your franchise onboarding details. Expect a scoped proposal and setup-fee quote within 2 business days, along with any clarifying questions based on the jurisdictional and integration profile you provided.

A copy has been emailed to the addresses on file. If you don't see it, check spam or reach out directly.