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.

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General Information
Required for all clients
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?
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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?
Topics AI Must Never Discuss
List any topics the AI must never discuss.
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
Agent Script
Paste your script below or upload a file (txt, doc, docx; max 10 MB)
No file chosen
Example Call Recording
Upload a sample call recording (MP3/WAV) showing end-to-end conversation flow.
No file chosen
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IT / Technical
Lead Management
Lead Data Source
Concurrency Scale
Retry Logic
Transfer & Routing
Standard Transfer
Emergency Transfer
Tech Stack & Integration
CRM
Telephony
Calendar Booking
Should AI book appointments during the call?
Calendar Type
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Outbound Campaigns
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
Time Zone
What timezone does your business operate in?
Transfer Capacity
How many agents will be available?
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Inbound Agent
Reception & support calls
Skip if Outbound only ▼
AI Active 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

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