AI Receptionist Questionnaire

Help us create your custom AI receptionist to capture leads, answer calls and represent your business 24/7.

Business Information

Business Name *

Industry/Niche: *

Phone Number to Forward To: *

Would you like a Local or Toll-Free number? *

Email for Delivery: *

Call Handling Preferences

Business Hours: *

After-Hours Services? *

If YES to After-Hours Services, describe:

Call Script & Voice Preferences

Preferred Greeting:

Tone of Voice: *

FAQs (Frequently asked questions)

Frequently asked questions are the majority of calls. These are very important to your business because it allows customers to get their answers immediately and establishes a positive experience. List your Frequently asked questions along with the answers below:

List the question, and then the answer. You can have as many FAQS as you'd like. You MUST provide at least one question and answer to train the receptionist. *

Integrations & Follow -Up

Send Text or Email follow-Ups? (PLEASE NOTE: to send any text messages all toll-free phone number must be verified and approved). *

For email, include email message:

For text, include text message:

Appointments

Do you want to allow your receptionist to book appointmets or send your calendar to callers? *

If yes, provide your software or tool integration name and link here. Include username and password. (you can assign a specific password for us or create a temporary password for our use).

Business Services Overview

Provide your business website

Describe your services/products? *

Billing & Offers (Optional)

Mention Pricing/Promos on Call? *

If yes, list here:

Include Upsells or Cross-sells? *

If yes, provide info:

Final Touches

Topics to Avoid:

Other Instructions:

Upload Attachments (FAQs etc.)