First Name *

Last Name *

Email *

Phone *

Logo

Legal Business Name

Friendly Business Name

Employer Identification Number (EIN)

General Email For Business

General Phone For Business

Business Type

Business Niche

Website

What are your operating hours?

How many locations do you have?

What type of leads do you typically receive and from where?

Which communication channels do you currently use or plan to use?

Address

Street Address

City

State

Country

Postal code

Tell us your sales process, from lead acquisition, appointment, sale, etc. We want your AI Sales Team to mimic you.

Sales Process

Use Case Details: Specific tasks the AI Employees will handle, such as answering customer inquiries, scheduling appointments, or processing orders. This ensures the agent is trained for relevant scenarios. You have 4 AI Employees on your AI Sales Team and each needs a goal.

AI Employee Goals

Voice and Tone: Since AI Voice Magic focuses on voice-based AI agents, clients need to specify the desired voice (e.g., male, female, accent) and tone (e.g., professional, friendly, or authoritative) to align with their brand.

Voice and Tone

Language Requirements: Confirmation of the primary language(s) for the AI agent, as our platform supports multiple languages.

Language Requirements

Existing Support Materials: URLs, FAQs, customer service scripts, or product/service documentation to populate the knowledge base and train the AI on accurate responses. In addition, if you have email or text scripts, share them here.

Existing Support Materials (Paste)

Existing Support Materials (Upload)

Key Customer Queries: A list of common questions or issues the AI should address, such as pricing inquiries, troubleshooting steps, or product details.

Key Customer Queries

Brand Guidelines: Information on brand voice, values, or specific phrases to ensure the AI’s responses align with the client’s identity.

Brand Guidelines

If you plan to make cold outbound calls, you will need Twilio phone numbers. You should not make more than 150 calls per number per day to protect your number from getting flagged as Spam/scam likely. We will either use the Twilio numbers that you already have or acquire them for you.

Twilio Phone Number

Twilio Auth Token

Twilio SID

Desired Area Codes (Provide substitutes)

How many phone numbers do you want?

Do you have an existing CRM system?

Do you want to migrate your current leads into our CRM?

Platform Integrations: Details on any existing systems (e.g., CRM like Salesforce or communication platforms like WhatsApp,) any subscriptions that you may have, such as Calendly or Zoomm.

Platform Integrations:

Do you want analytics on:

Do you want to track lead stages and sales pipelines?

How would you like performance updates?

Are you running any marketing campaigns you'd like the AI Employee to support?