Overview
Voice onboarding is the Maestro Brain assistant that configures your account from a conversation. You describe your business — speaking or typing — and Maestro proposes an initial structure (such as departments and basic settings). You review everything and, once you confirm, the structure is provisioned.
The flow always has three moments: briefing (you describe the business), review (you see the proposal) and apply (you confirm and Maestro provisions). Nothing is created without your review.
Prerequisites
- An account with Maestro enabled and the Account Brain available.
- Administrator permission to apply the provisioning.
- For voice dictation: an up-to-date browser with microphone permission. If voice isn't available, you can still complete the entire onboarding by text.
Step by step
- Open the Account Brain area and start the assisted setup (onboarding).
- In the briefing, describe your business: what you do, how you serve customers, which areas/departments exist and what your goals are. You can dictate by voice or type.
- Let the conversation flow: the assistant asks questions to understand the operation better.
- Move to the review: Maestro shows the proposal (for example, suggested departments and initial settings).
- Adjust what you want and click Apply to provision the structure in your account.
- After applying, keep connecting channels, feeding knowledge and enabling modules.
Settings & options
- Voice input (dictation): speak instead of typing; handy to describe the business quickly.
- Text input: a full alternative if voice isn't available.
- Review before apply: the proposal is always presented for your confirmation.
- Non-destructive provisioning: Maestro complements what's missing without overwriting what already exists — hand-made agents and settings are preserved.
Use cases
- Quickly set up a new account with a basic department structure.
- Standardize the opening of new operations with a few guided questions.
- Reuse the assistant to review and complete the structure of an account already in use.
Tips, limits & best practices
- The clearer your business description, the better the suggestions.
- Speak in short, objective sentences when dictating; review the transcribed text before continuing.
- Always review before applying — you can adjust everything later.
- Onboarding is a starting point: dive deeper into each module in the categories of this Help Center.
Troubleshooting
- The assistant won't open: confirm Maestro is enabled and that you have administrator permission.
- Voice/dictation doesn't work: check the microphone permission in your browser; use text input as an alternative.
- Apply provisioned nothing: review the proposal, check error messages in the assistant and try again. If the account already has agents/structure, Maestro only complements what's missing.