General Business Information

Full Name *

Phone *

Email *

Business Name *

Website

Website Platform

Business Category / Industry

Business Description

Logo & Brand Assets

Logo & Brand Assets files

Business Email Domain

Upload Knowledgebas & Other Documents

Upload a primary knowledgebase and supporting documents (FAQs, guides, pricing, policies, services, or product details) to train the AI.

Voice AI Agent

Name *

Gender *

Male

Female

Tone

Personality Brief

Language / Accent Preference

Conversation AI Agent

Name *

Gender *

Male

Female

Tone

Personality Brief

Language / Accent Preference

Chat Platform to Connect

By checking this box, I consent to receive transactional messages, phone calls related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, phone calls including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

These details are optional. If you prefer not to fill them out, you can skip by clicking “NEXT” at the bottom.

Additional Detail

Voice AI Agent

Voice assistant number already available

Yes

Requesting a new number for Voice AI Agents

Yes

Phone number for call forwarding (if any)

Primary Call Objectives

Call Script / FAQ Source

Upload common call flows, FAQs, and responses

Escalation / Handoff Rules

Voice Agent Operating Hours

Calendar Integration

Conversation AI Agent

Data to be Captured

Live Chat Handoff Rules

Live Chat Operating Hours

These details are optional. If you prefer not to fill them out, you can skip by clicking “NEXT” at the bottom.

Review AI

Willing to Connect Google Business Profile (GBP)

Yes

Google Business Profile (GBP) Link

Delay Before Automated Review Reply

Preferred Tone for Review Replies

Select Reviews for AI Response

Review Reply Style / Keywords

Usage of Business Name for Responses

Custom Signature or Closing Line

Keywords to Highlight (if any)

Keywords to Avoid (if any)

Review Requests

When to Request Reviews

Channel To Request Reviews

Delay Before Review Requests

These details are optional. If you prefer not to fill them out, you can skip by clicking “NEXT” at the bottom.

Content AI

Brand Voice Guidelines

Target Audience

Content Types Needed

Competitor Links / References

Planned Social Media Platforms to Post Contents

Planned Social Media Posting Frequency

Funnel AI

Funnel Goals

Details About Offer / Product

Existing Funnel Links (if any)

Design Preferences

Attach Design Preferences Related Files

Attach any files / assets related to design preferences

Integrations Used

Follow-up Sequences

Analytics Used

These details are optional. If you prefer not to fill them out, you can skip by clicking “NEXT” at the bottom.

Workflow AI

Key Automation Goals / Use Cases

Integrations Used

Preferred Notification Channels

Approval Required Workflows

Task Assignment Rules

Escalation Policies

Additional Integrations & Settings

Operating Country & Time Zone

Calendars to Connect

Email Sending Domain Setup (if applicable)

SMS Provider / Number Setup (if applicable)

Payment Processor

CRM Migration (if applicable)

Upload existing lead data or pipelines

Access Roles

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