First Name
Last Name
Email
*
Phone
*
Channels & Use Cases:
Where will this chat assistant be available
Website
Mobile app
Social Media Channels
third-party platforms
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What are the primary purposes of this chat assistant
lead qualification
customer support
FAQs
product recommendations
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Do you have an existing chat solution or is this a new implementation?
Yes
No
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What volume of chat sessions do you expect per day/week?
Conversation Design & Personality:
Describe the persona or tone of voice you’d like the assistant to have
List common user queries or scenarios the assistant should handle effectively.
How should the chat assistant handle complex or unresolvable inquiries
offer a callback
send a help ticket
escalate to a live agent
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Do you have predefined responses, knowledge base articles, or FAQs that we should program into the assistant?
Integration & Data Sources:
Should the assistant be able to pull data from your CRM?
Yes
No
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Do you want the assistant to handle bookings, reservations, or calendar management? If yes, which tool should it integrate with?
Are there brand guidelines, product info sheets, or scripting guidelines we should incorporate?
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