Client Onboarding

Client Discovery Questionnaire

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General Information
Required for all clients
Company Name ●
Main Point of Contact
Industry
Billing Contact Email
General Solution Description
In 1–3 sentences, what do you need the AI agent to do?
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Operations
Voice Identity & Persona
Agent Name
Agent Gender
Agent Tone
Proactive AI Disclosure
Should the AI announce it's an AI at the START of every call?
Reactive Disclosure Script
If someone asks "Are you a robot?" — what should the AI say?
Strategic Basics
Success Metric
What is the single most important outcome for this pilot?
Target Market / Country
Language / Dialect Required
Knowledge Base URL
Go-Live Date
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IT / Technical
Lead Management
Lead Data Source
Concurrency Scale
Retry Logic
Transfer & Routing
CRM
Telephony
Calendar Booking
Should AI book appointments during the call?
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Outbound Campaigns
Part 4 — Lead generation & outbound calling
Skip if Inbound only
Qualification Criteria
What questions should the AI ask to qualify a lead?
Objection 1
Most common objection + how AI should handle it.
Objection 2
Second most common objection + suggested AI response.
AI Push Back
Should AI push back once if a lead says No?
Post-Call Action
Campaign Hours
Human Agent Hours
Transfer Capacity
How many agents will be available to take live transfers?
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Inbound Agent
Part 5 — Reception & support calls
Skip if Outbound only
AI Active Hours
Fallback Destination
Fallback Trigger
When should fallback be used?
Standard Transfer
Emergency Transfer
Message Collect Fields
What info should AI collect if no agent is available?
Message Destination

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