Specify who should receive lead notifications (emails and cell numbers). Indicate whether the AI should send text confirmations after calls or bookings, and whether it should send missed-call follow-up messages.
Enter details like owner name, contact info, website, services, service areas, business hours, after-hours instructions, and selling points
Provide your AI phone agent details: main goal (book appointments, collect lead info, answer FAQs, qualify customers), the caller information to collect, call transfer number, calendar for bookings, whether to provide pricing estimates, services not to discuss, and any special instructions.
Provide your AI chat widget details: list common customer questions, include FAQs, specify what actions the chat should perform (book appointments, give quotes, provide service info, collect lead info, follow up with visitors), the greeting message, and indicate if follow-ups should be sent when users leave mid-chat.
Provide website links to reference (services, pricing, reviews, etc.) and specify if the AI should upsell or cross-sell services, listing the services if yes.
Describe how the AI should sound (friendly, professional, casual, energetic, formal), provide a preferred agent name, and list any phrases the AI should avoid.
List the questions you normally ask new customers, required information before booking, and any screening questions.