Full Name *

Business Name *

Business Website

Industry/Type of Business *

Address

Email *

Phone *

Chatbot Requirements *

Please list the main services your business offers *

What specific tasks do you want the Conversational Caller Bot to handle? *

Appointments via Call Transfer

Customer support

Booking on CRM Calendar

What is the preferred method for customers to book appointments? *

Phone Call

Online Meeting

Online Form

Physical Meeting

Please provide any specific instructions or preferences for how the ChatGPT Sales Bot should interact with your customers (e.g., tone, language, approach, etc.) *

Are there any specific terms or phrases that are unique to your business or industry that the ChatGPT Sales Bot should be familiar with? If so, please list them below *

Are there any specific topics or questions that the ChatGPT Sales Bot should avoid discussing or answering? *

Please provide any additional information, requirements, or special requests that you would like us to consider when setting up and training the ChatGPT Sales Bot for your business: *

Please provide one or more links that you would like the chatbot to be educated with, such as your website, blog, or a Word document, where we can gather more information about your business. *

Please name your agent for the Chat Bot and Voice Bot

Please provide a script for your Voice Bot

Please mention appointment availability days and hours (if applicable):

Please provide an appointment booking link (if applicable):

CRM Login Information

Preferred Login Email *

Create Login Password (The password must be more than 8 characters including uppercase, lowercase, numbers and special characters) - Don't worry about remembering it, it will be emailed to you *

Please list your top 3 preferred area codes for your virtual numbers. *

By providing my phone number, I agree to receive text messages from the business.

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