Setup Form

Please complete the form below with as much detail as possible. This information will help our development team customize and build an AI Assistant tailored to your business needs.

Your Contact Info

First Name *

Last Name *

Phone *

Email *

Your Business Website

Brief Description of Your Business

Objectives and Goals

What is the main duty you will like our AI Assistant to do for your business?

What specific goals do you hope to achieve with the AI Assistant?

Call Handling Preferences

What types of calls should the AI Assistant handle?

Inbound

Outbound

Both

Under what circumstances should the bot transfer a call to a human agent? Type N/A if not applicable.

If human transfer is required, please type in the phone number that the AI Asssitant needs to transfer to.

Book Appointments

Should the AI Assistant be able to book appointments?

Yes

No

If yes, please provide the meeting details:

Frequently Asked Questions (FAQs) and Knowledge Base:

By default, we will scrape your website to create your bot's knowledge base. If you have additional information that you'd like the bot to learn, please upload all your FAQs.

Are there specific scripts or responses you want the bot to learn? Please upload it here.

Personality and Tone

What kind of personality should your AI Assistant have? What kind of tone do you want your AI Assistant to be speaking to your customers in?

What languages should your AI Assistant be fluent in?

Do you require Voice Cloning to match a specific voice or brand persona?

Yes

No

If yes, please upload a voice sample of the desired voice.

SMS

Do you need your AI Assistant to text the user during or at the end of the call? Additional costs will apply for every SMS sent.

Yes

No

If yes, please tell us what the text should say and when should the text be sent.

Data Collection & Integrations

Do you require the user data and call transcript to be sent to your CRM? *

Yes

No

If yes, which CRM do you use? If you currently don't use one, we can give you a subaccount in GoHighLevel.

If yes, what information should your AI Assistant collect during the call?

Name

Phone number

Email

Other

If there's any other information that your AI Assistant should collect during the call, please specify here.

Do you require a post call analysis and summary to be sent to you via email? Please note it is $50/month extra to add in this feature. *

Yes

No

Legal & Compliance

Do you require HIPPA Compliance for handling sensitive health information? Please note there that there are additional costs associated with adding in HIPPA compliance. *

Yes

No

Should your AI Assistant provide any disclaimers during the call? Please put in N/A if this is not applicable. *

AI Chatbot

Are you also interested in implementing AI chatbots that can generate leads and book appointments? These chatbots can be deployed to your Facebook, Instagram, WhatsApp, SMS, and website. Please note it is $197/month extra to add in an AI chatbot. *

Yes

No

Others

Is there anything else that you'd like your your AI Assistant to have?

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