Page 1 of 6
Discovery Form - AI Voice Agent Setup
First Name
*
Last Name
*
Phone Number
*
Email
*
What's your business name?
*
What should we call your AI assistant?
*
What should we call your AI assistant?
A
Use my business name (from above)
B
Just "Assistant" is fine
C
Custom name
What type of business do you have?
*
Select the closest match
What type of business do you have?
A
Medical/Healthcare
B
Home Services (plumbing, HVAC, etc.)
C
Professional Services (law, accounting, consulting)
D
Financial Services (banking, insurance, investments)
E
Restaurant/Food Service
F
Retail/E-commerce
G
Real Estate
H
Technology/Software
I
Manufacturing/Industrial
J
Education
K
Other
Next