AI Implementation Onboarding Form.

We will not be able to start the build of your AI and integration until we have this form filled out to the best of your ability. Please insure all slots are filled that are relevant to your business set up.

Please provide the information below based on whose business the assistant(s) are for.

Full Name *

Business Name *

Business Phone *

Business Email *

Business Website *

What exactly do you want your assistant(s) to do? (Ex. set appointments, provide customer service, provide a quote, etc..) *

What questions need to be asked by the assistant(s)? *

Anything else you would like us to know so we can make your AI assistant(s) do exactly what you want it to do:

What platforms would you like your assistant(s) to function on? (check all that apply) *

SMS

FaceBook/Instagram Messenger

Website Live Chat

Inbound/Outbound Calling ($.15/minute)

If you indicated we will be using your High Level account please provide us with:

A login with admin access to the account where we will be building your bot(s). Please use [email protected] and create a password of Lee123@#

NOTE: Your account MUST have a working number for texting. That means if you are working in the United States it MUST be A2P certified. We do NOT provide this service for you but we can set it up for you.

High Level Login Email (if using yours)

High Level Password (if using yours)

Is A2P Already Completed?

Yes

Upload any files you would like to share with us for training your bot. These may be in PDF, Doc or Docx format