Client Knowledge Form
Full Name
*
First Name
Last Name
Company Email
*
Company Name
*
Business Phone Number
*
We wont call you unexpectedly.
WhatsApp Business Phone Number
If Applicable (Needed for WhatsApp Integration only)
Company Website Address?
If you do not have a website, please leave blank
Which CRM do you use?
If None, leave blank
What Platform(s) do you want your Ai Agent on?
Options: Website, WhatsApp Business, FB Messenger, Instagram
Ai Agent "Welcome Message"
What Welcome Message do you want your Ai Agent to open with?
Pre-defined "Clickable" Questions
Ex: What are your business hours?
Upload all supporting Business Documents for the knowledge base of your agent
Browse Files
Drag and drop files here
Choose a file
Add any files that may include information you want your agent to be trained on, this will be public so do NOT include any sensitive information (.pdf, .txt, .doc, .docx files only)
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Do you want your agent to schedule appointments/calls for you?
Yes (via Google Calendar OR a Link)
No
If Yes, please provide your Google Calendar Email OR The link for your other calendar/app.
Email or Link
What is your weekly availability & duration per appointment/call?
Ex: Monday - Friday 8-5pm, 30minutes,
Do you want your Ai Agent to collect Lead Generation questions & answers?
Yes
No
If Yes, what are your Lead Gen Questions?
Ex: What is your budget for buying a house?
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