AI Client Onboarding Form Fill this out to help our team configure your AI assistant and connect your full omnichannel stack. Fields marked with * are required. AI Client Onboarding Form 1) Client & Business InformationBusiness NamePrimary Contact PersonEmail AddressPhone NumberBusiness WebsiteIndustry / NicheBusiness AddressAddress Line 1CityStateZip CodePreviousNext2) AI Agent OverviewAgent NameAgent Personality / Tone- Select -FriendlyProfessionalCasualFormalPlayfulLanguages RequiredAgent Primary Purpose Book appointments Answer FAQs Qualify leads Process orders/sales Customer support OtherKey Products / Services to PromotePreviousNext3) Agent Workflow & IntentPrimary Goals Schedule and confirm appointments Answer common product or service questions Qualify leads before passing them to your team Process customer orders or sales Provide customer support and resolve issuesWill the agent use a calendar for booking?- Select -YesNoCalendar Platform & LinkFollow-Up WorkflowBooking RulesPreviousNext4) Omnichannel Setup — Platform AccessSocial & Messaging Facebook Page URLFacebook UsernameFcebook PasswordInstagram URLInstagram UsernameInstagram PasswordWhatsApp Business (phone or ID)Messenger (Page/ID)WebsiteWebsite URLWebsite Platform- Select -WordPressShopifyWixSquarespaceCustomOtherWebsite Access / NotesEmailEmail Platform- Select -Google WorkspaceMicrosoft 365SMTP / Sending AccessCRM / DatabaseCRM NameAdmin Login / API KeyPhone Number SetupPlease select one option below so we can activate your phone number for use with your AI system: Yes, I would like to keep my current phone number and transfer (port) it from another carrier. No, I would like a new phone number.Port an Existing Phone NumberCurrent Phone NumberCurrent CarrierGet a New Phone NumberWhat area code do you want for AI phone numberOther IntegrationsList other tools to connectPreviousNext5) Content & Knowledge Base FAQs Question Answer Key PoliciesPricing InformationCurrent Promotions or OffersPreviousNext6) Branding & VisualsCompany LogoChoose File Brand ColorsBrand Voice Guidelines Previous Submit Form
