What channels?*
Website Chatbot Agent
Voice Agent for Phone Systems
Messaging Agent (SMS/Facebook/WhatsApp/etc.)
Multi-channel Agent
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What do you want to automate?*
Customer Service
Lead Qualification
Appointment Booking
FAQ Handling
Order Processing
Data Collection
Other
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Systems do you want to integrate with?*
CRM System
Calendar/Scheduling Software
E-commerce Platform
Email Marketing System
Payment Processor
None/Not Sure
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Conversation volume?*
Under 100
100-500
500-2,000
2,000-10,000
10,000
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Do you have documented processes ?*
Yes, comprehensive
Yes, but needs updating
No, need help creating them
Not sure
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Technical skill level?*
Non-technical team
Basic technical skills
Technically proficient
Have dedicated IT staff
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