Client Onboarding

Client Discovery Questionnaire

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General Information
Part 1 — Required for all clients
Company Name ●
Industry
Go-Live Date
General Solution Description
In 1–3 sentences, what do you need the AI agent to do?
Main Point of Contact
Billing Contact Email
Success Metric
What is the single most important outcome for this pilot?
Target Market / Country
Language / Dialect Required
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Voice Identity & Persona
Part 1B — How your AI agent sounds and behaves
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?
CRM
Telephony
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Outbound Campaigns
Part 2 — Lead generation & outbound calling
Skip if Inbound only
Lead Data Source
Concurrency Scale
Retry Logic
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
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Inbound Agent
Part 3 — Reception & support calls
Skip if Outbound only
AI Active Hours
Fallback Destination
Standard Transfer
Emergency Transfer
Calendar Booking
Should AI book appointments during the call?
Calendar Type
Knowledge Base URL
Message Collect Fields
What info should AI collect if no agent is available?
Message Destination

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