Onboarding Form

Setup of the Twilio Dialler

The information on this page is required largely to setup the Twilio(dialler) regulatory bundle. Our team can do that for you if we have the information.

Company Extract

Certificate of Incorporation

AI Bot Name?

We have ultra realistic male and female voices we can use. Do you want to use one of those or clone a voice of one of your team members? (If we are cloning, we will need a consent for use form completed.)

Ultra Realistic Male

Ultra Realistic Female

Clone Voice

Objective of the AI Bot?

Do you want the bot to?

Say it is an ai bot as part of the introduction

Only say it is a bot if the recipient asks

Never admit to being a bot even if asked

Inbound or Outbound Calling?

Inbound

Outbound

Do you want the bot to leave a voicemail message

Yes

No

If the bot leaves a message what should the message say?

If outbound what will it be calling?

Will the bot be making appointments ?

Yes

No

Do you have a CRM?

Yes

No

Do you have open API access and read write permission, so that we can access it

Yes

No

Not Sure

Will you also be using the bot to send text messages or emails? (NOTE: There is an extra charge for this through Twilio.)

Yes

No

If the bot is asked a question it doesn’t know the answer to, do you want it to be able to transfer to a human?

Yes

No

If YES to the above question, what conditions require a call forward?

What information do you want extracted from the call?

Imagine your bot is like a new staff member. It needs to be fed with knowledge about your business, so that it can answer questions and appear informed.

To achieve this, we will feed it with a knowledgebase.

Can you provide as a document information on:

· The company.

· Years in business

· What you do

· What you offer

· Features and benefits

· Your team

· Awards you have

· Frequently asked questions – with the answers

(Some of this could be copied from your website)

Yes

No