Agent Details
Name of Your AI Agent
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(Example: Kim)
AI Agent Gender:
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Male
Female
What tone and style should the agent use? (Select up to 3)
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Friendly / Conversational
Professional / Polished
Empathetic / Understanding
Cheerful / Upbeat
Confident / Assertive
Calm / Reassuring
Enthusiastic / Motivating
Will your agent be making inbound or outbound calls?
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Inbound - handles incoming calls from leads/customers
Outbound – makes outgoing calls to leads/customers
Do you currently have a dialer system to trigger the outbound calls?
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Yes
No
Do you want to set up a dialer seat with us?
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Yes
No
1 Seat = 20 Agents ($100/mo.)
AI Agents Job
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Lead Follow-Up (contact new leads instantly)
Appointment Setter (schedule calls or in-person meetings)
Outbound Prospecting (reach out to old or uncontacted leads)
Customer Support / Info Provider
common.other_option
Approximately how many calls per day do you plan to make/take?
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1–100
100–500
500+
Product/Service Details
What product(s) or service(s) will the agent be promoting or pitching?
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Are there any special offers, upsells, downsells, or secondary options to present during the call?
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Are there any restrictions or rules around how the offers can be discussed?
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Call Details
How does the outbound call start?
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Outbound call to a new lead or old lead on my contact list
Outbound follow-up to a missed inbound call
Outbound call to referral or partner-provided lead
What triggers the inbound call?
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Inbound call from a website form or ad campaign
Inbound call from an existing customer/client
Inbound call to a dedicated business phone line
What actions should be taken on the call? (Select all that apply)
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Qualify them based on eligibility criteria (e.g., insurance, membership, service area)
Pitch them on a new offer or promotion
Confirm/update their contact details
Answer basic questions about services/products
Book an appointment or consultation
Offer to send more information (email/text)
Verify their interest level before transferring to sales
Upsell or cross-sell an additional product/service
Collect feedback, survey responses, or testimonials
Remind them about an upcoming appointment/event
What is the desired outcome of the calls? (Select all that apply)
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Transfer to the sales team
Transfer to a customer support representative
Transfer to reception
Schedule an appointment/callback with a team member
Are there any specific questions that must be asked to pre-qualify the caller?
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What phone number should the agent transfer calls to?
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How should the agent handle objections or negative responses? (Select all that apply)
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Offer to transfer immediately
Schedule a callback
Offer to send information via email/text
Politely exit the conversation
Clarify misunderstanding before deciding
Probe gently with one follow-up question
Escalate to a live team member
Offer alternative solutions
Should the agent leave voicemails? (Additional charges apply)
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Yes
No
Your Full Name
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Your Business Name
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Your Email
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Your Phone Number
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