BUSINESS INFO

Start with the basic details Alicia needs to set up and configure your AI Concierge.

Business Name *

Primary Contact First Name *

Primary Contact Last Name *

Primary Contact Email *

Primary Contact Phone *

Business Address

Main Business Phone Number *

Website URL

What type of business is this? *

What products or services do you offer? *

What areas do you serve? *

What are your normal business hours? *

What time zone does your business operate in? *

YOUR CUSTOMERS

Help me understand who contacts your business and which inquiries are or aren’t a good fit.

Who typically contacts your business, and what are they usually looking for? *

Are there any customers, jobs, requests, or service areas you do NOT accept? *

YOUR OFFERS & PRICING

Help me understand what you sell and what the AI Concierge is allowed to say about pricing and offers.

Which service, product, or offer should your AI Concierge understand especially well? *

What pricing information is your AI Concierge allowed to give customers? *

Do you currently offer any guarantees, discounts, bonuses, financing, or promotions the AI Concierge should know about? *

BRAND VOICE & PERSONALITY

Help me understand how your AI Concierge should sound, speak, and make customers feel.

What would you like to name your AI Concierge?

How should your AI Concierge sound and communicate? *

How should customers feel after interacting with your AI Concierge? *

What type of voice would you prefer for your AI Concierge? *

Are there words, phrases, slang, or expressions your business commonly uses? *

Are there any words, phrases, tones, or topics the AI Concierge should avoid? *

Are there any names, locations, services, products, or industry terms the Voice AI may need help pronouncing? *

FAQs, OBJECTIONS & POLICIES

Give your AI Concierge the answers, responses, and business rules it needs to handle common customer conversations correctly.

What questions do customers commonly ask, and how should your AI Concierge answer them? *

What concerns or objections do customers commonly have, and how should your AI Concierge respond? *

What business policies should your AI Concierge know and follow? *

HOW YOUR AI CONCIERGE SHOULD HANDLE CUSTOMERS

Tell me what your AI Concierge should collect, when it can take action, and when a human needs to step in.

What information should your AI Concierge collect from a customer before deciding what happens next? *

Should your AI Concierge be allowed to book appointments? *

When should your AI Concierge get a human involved? *

How should urgent or emergency requests be handled? *

What should your AI Concierge do outside normal business hours, on weekends, or on holidays? *

FOLLOW-UP & BUSINESS SYSTEMS

Tell me what should happen after a customer reaches out and what systems your business already uses.

What should happen after your AI Concierge captures a new inquiry or lead? *

Who should receive notifications about new leads, bookings, or important customer requests? *

What business systems or tools do you currently use? *

Are there any existing follow-up processes or workflows you want us to keep or work around? *

TESTING, LAUNCH & FINAL DETAILS

Give me the final details we need to test your AI Concierge, prepare for launch, and make sure we're building toward the right outcome.

Who should we contact for testing questions and final launch approval? *

What would make this AI Concierge feel successful for your business? *

Is there anything else we should know before we build your AI Concierge? *