Client Onboarding

Client Discovery Questionnaire

Help us build the perfect AI voice agent for your business. Fill in as much as you can — you can always return to update your answers using your personal link.

✓ You're editing your existing form — all changes save instantly
📝 This is a saved draft — nothing has been submitted yet. To submit it, review the answers, tick the leads opt-in box and press “Save & Submit”
✓
Your answers have been saved. Bookmark this page to return and edit anytime.
📋
General Information
Required for all clients
This helps us identify your business and set up your account correctly.
Company Name ●
Company Website
Main Point of Contact
Industry
Billing Contact Email
General Solution Description
In 1–3 sentences, what do you need the AI agent to do?
🤖
Operations
Voice Identity & Persona
Helps us build an AI that fits your brand voice and workflow naturally.
Agent Name
Agent Gender
Voice Sample
Preview a few short samples and pick the one closest to what you have in mind (optional).
Nico
Andrew
Jason
Kate
Cimo
Callie
AI Personality / Tone
What personality should the AI have?
How should the AI introduce itself?
Topics AI Must Never Discuss
List any topics the AI must never discuss.
Strategic Basics
Target Market / Country
Language / Dialect Required
Knowledge Base URL
Go-Live Date
Agent Script
Paste your script below or upload a file (txt, doc, docx; max 10 MB). For reference only; not necessarily the final script to be implemented.
No file chosen
Example Call Recordings
Upload sample call recordings (MP3/WAV) showing end-to-end conversation flows. You can add several files.
No files chosen
Call Volume Expectations
How many calls per day do you expect?
Success KPI
What metrics define success for this project?
💻
IT / Technical
Lead Management
We need this to set up telephony, CRM integrations, and routing correctly.
Data Import Method
Retry Logic
Tech Stack & Integration
CRM
Telephony
Calendar Booking
Should AI book appointments during the call?
Calendar Type
Transfer & Routing
Standard Transfer
Emergency Transfer
🗂️
Data Source Details
Tell us where the leads in this campaign came from.
Data source
Where were leads originally collected?
Source Campaign
The marketing campaign that generated these leads.
Form / Page URL
The form or page where leads submitted their details
Leave this box unticked to save your answers as a draft. Nothing is submitted until the leads opt-in is confirmed.
📞
Outbound Campaigns
Lead generation & outbound calling
Shapes how the AI handles calls, objections, and follow-ups with your leads.
Skip if Inbound only ▼
Qualification Criteria
What questions should the AI ask to qualify a lead?
Q&A
Provide all common questions and how AI should answer.
Objection Handling Limit
How many times should AI handle objections per call? (e.g. 3–5)
Objection
Provide all common objections and how AI should respond.
Post-Call Action
What happens after a successful call?
Post-Call Summary Destination
Where should transcripts and summaries go after each call?
Campaign Hours
What days/hours should the campaign run?
Select days & hours... 🕐
Human Agent Hours
What hours are your agents available?
Select days & hours... 🕐
Time Zone
What timezone does your business operate in?
Transfer Capacity
How many agents will be available?
🎧
Inbound Agent
Reception & support calls
Configures how the AI handles incoming calls, fallbacks, and message collection.
Skip if Outbound only ▼
AI Active Hours
What hours is the AI active?
Select days & hours... 🕐
Fallback Destination
Fallback Trigger
When should fallback be used?
Message Collect Fields
What info should AI collect if no agent is available?
Message Destination

Tick the leads opt-in box above to submit. Without it your answers are saved as a draft and nothing is submitted. After submitting, you'll receive a personal link to return and edit your answers anytime.