Full Name

Email *

Phone *

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Business Name

Website

Address

Street Address

City

State

Country

Postal Code

Business Name (how it should be spoken on calls)

Short description of what your business does (1–2 sentences):

Default opening line (we’ll use this unless you change it):

“Hi, I’m a helpful voice AI assistant for [BUSINESS NAME]. How can I help you today?”

Would you like to keep this or change it?

Keep it as is

Change it (type your ideal greeting below)

If changing the greeting, what should the assistant say instead?

What are the top 3–5 reasons people call your business?

What types of callers do you get? (check all that apply)

For new customers, what should the AI try to do?

Answer questions

Collect their contact info (name, phone, email)

Book an appointment/reservation

Offer to have a human call them back

Anything else?

Which actions do you want the AI to be able to perform?

Book appointments / reservations

Collect and save caller information (lead capture)

Send SMS after the call (e.g., confirmation, next steps)

Transfer the call live to a human

Offer a “we’ll call you back” option instead of live transfer

Other

What are your normal business hours?

During business hours, what’s the default goal?

Book appointments

Answer questions and send SMS follow-up

Route to a human if needed

Outside business hours, what should happen? 13ykv

Collect info and schedule a callback

Allow appointment booking only

Just take messages

Anything you definitely do NOT want the AI to do or say?

Additional Notes