Ready for the grand finale?

We're about to deploy AI in your business, transforming your sales and customer service into a powerhouse of efficiency and charm.

The purpose of this form is to gather all of the required information that we need to be able to develop and custom build your AI voice agent system. This list is not always every detail we need, but it covers the general basis for our system creation.

If other information is needed, expect us to reach out by email. If you have any questions or concerns, please email your client success manager or us directly at [email protected] Thank you.

Company Name *

Business Address

Business City

State

Postal code

Country

Company Website

Contact First Name *

Contact Last Name *

Contact Phone/Mobile *

Contact Email *

Business Operations

This portion will dive into your team, and general business operations we need to train your AI voice agents on for your unique business.

How many employees do you have currently in your company?

We need you to fill in your and your employee's names, contact number (if a direct line exists or a cell phone they want calls to be transferred to), and choose what role each employee fulfills within your company.

You can select more than one employee if they fill out multiple roles. Your legacy agent will determine the outcome of a call based on 5 outcomes.

If there is only 1 employee or agent, or an area of outcome is not assigned, we will by default assign the owner agent as the primary contact for each category to disburse or complete.

Is your office a physical location, or are you remote only?

Physical Location

Remote Location/Home

Do you offer in office appointments or In Home appointments?

In Office

In Home

Both

AI Integration Goals

As our AI abilities and features expand, we are always adapting our systems to match. This section will inquire more on the integrations side of the system setup and preferences.

What area code would you like for your inbound agent to have? (For Outbound: Currently we cannot mask it to your agency but in the near future we can. Currently, we provide you with a local inbound number and when your outbound calls it will show a toll-free number. Updates to come soon.) *

Preferred AI Employee Name

Preferred AI Voice

Male

Female (Default)

Please type out the full name of the person who is submitting the intake form *

Submitters role within the company purchasing our services?

To confirm, what is the best number we can reach you at? *

Got a secret handshake, special password, or a magic code up your sleeve that might make this deal even sweeter?

Invent Your Future Self's Nickname: This will be your Legacy AI Key *

Legacy AI Key (username)
AccessCode(password)

Create your username and password for future access

Please Upload Your Call Recordings

Please Upload Your Script

Please Upload an FAQ Document: Any FAQ's that will give more context for any conversations

I agree to terms & conditions provided by the company. By providing my information, I agree to receive communications from Legacy AI.