AI System Discovery Form
Full Name
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Phone
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Email
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Company Name
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I agree to
terms & conditions
provided by the company. By providing my phone number, I agree to receive text messages from the business.
Do you have a website? If yes, please share the link.
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Briefly describe your core services or offerings.
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What locations or markets do you currently serve?
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Goals & Objectives
What would you like your AI calling agent to achieve? (eg. Appointment booking, lead qualification)
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What challenges are you currently facing that this agent should address?
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Agent Setup
What tone or personality should the agent convey (Friendly, professional, technical)?
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Do you have existing scripts or messages the agent should follow?
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Would you need the AI agent to transfer the call to a human agent? If yes, please specify which phone number should the call be transferred to and at what point in the script?
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Operational Details
What system or CRM do you currently use (if any)?
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Do you have any existing booking or calendar system? If yes, please identify the current system you're using
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What are the business rules or constraints for booking? (eg. Must book 24 hours in advance, maximum 3 bookings per time slot)
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What is your average daily call volume? Please provide a number (eg. 500 calls / day)
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What is the approximate average duration of these calls in minutes? (eg. 3 minutes)
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What specific data fields need to be captured by the AI agent and passed to your CRM/booking system? (eg. Customer name, service type, date)
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Final Notes
Are there any compliance or regulatory requirements we must adhere to for call handling and data?
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Is there anything else you'd like us to know about your operations, audience, or preferences?
