Starter Plan Intake Form

Personal Information

First Name *

Last Name *

Email *

Phone *

Business Information

Business Name *

Business Address

Website *

LinkedIn

Facebook

Instagram

Branding Details

Logo Upload *

Describe the company’s mission, vision, values, and history. You may also include information about the business owner and leadership team below: *

Voice & Tone Preferences:

What kind of voice should your chatbot have? Choose from the following: *

Friendly and Warm

Professional and Neutral

Exciting and Enthusiastic

Calming and Reassuring

Other

Would you prefer the chatbot to sound? *

Male

Female

Neutral

5. Customer Interaction Goals:

What’s the primary goal of your chatbot? Select as many as apply: *

Answer FAQs

Handle customer service inquiries

Close sales

Book appointments

Generate leads

Others (please describe)

Product Information & FAQs:

Tell me about your products or services. What would you like your chatbot to know? *

Upload any FAQ documents or type questions and answers here. *

File Upload

Chatbot Information:

What would you like to name your chatbot? *

What Area Code for Chatbot Phone?

Chat

Would you like to integrate your chatbot with Social Media? Select all that may apply. *

Instagram DMs

Facebook Messenger

Whatsapp

None

Custom Scenarios

Describe any key customer interactions you envision. For example, a customer asks about a product, and the chatbot offers a discount for first-time users. *