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?

Address

Street Address

City

State

Country

Postal code

What are the main goals for your AI concierge? (Select all that apply)

List your most frequently asked visitor questions.

Do you have preferred answers/scripts you want us to use?

Preferred answers/scripts

Should the concierge:

What kind of information should we collect from each visitor?

Language Requirements

Voice and Tone

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

Do you have an existing CRM system?

Do you want to integrate:

Will you need help embedding the concierge on your site?

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

Do you want analytics on:

How would you like performance updates?