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ExilonAI - Client Intake (~7 minutes)
Please complete right after payment so we can configure your AI Receptionist.
Company & Primary Contact
Company Name
*
Website
*
Time Zone
*
Primary Contact Name
Role/Title
*
Contact Email
Best Phone # for quick questions
*
Your Main Phone Line
What do you want ExilonAI to answer?
*
What do you want ExilonAI to answer?
A
Our main business number
B
A dedicated new number from ExilonAI (recommended)
C
Not sure—advise me
Current phone provider (if you have one)
*
Current phone provider (if you have one)
A
None / Not sure
B
RingCentral
C
Grasshopper
D
Zoom Phone
E
8x8
F
Vonage
G
Verizon/AT&T/Carrier
H
Twilio
I
Other
Call Forwarding Plan
*
Call Forwarding Plan
A
We will forward calls to the ExilonAI number
B
Please help me set up forwarding
C
N/A (we want a new number from ExilonAI)
Business Hours & After-Hours
Normal business days
*
Normal business days
A
Mon
B
Tue
C
Wed
D
Thu
E
Fri
F
Sat
G
Sun
Open time
*
Close time
*
After-hours handling
*
After-hours handling
A
Take a message and email/text us the voicemail
B
Book appointments if available; otherwise take a message
C
Forward urgent calls to on-call number
D
Custom—explain below
Describe your custom after-hours workflow
On-call/urgent phone (if any)
Any dates closed or special holiday rules?
Scheduling
How do you want us to book?
*
How do you want us to book?
A
Calendly
B
Google Calendar
C
Microsoft/Outlook
D
We don’t book—just take messages
E
Other
Other scheduling method
Paste your booking link or email
*
What can we book?
*
What can we book?
New patient / new lead
Existing client / follow-up
Consultation / intro call
Service visit
Other (specify below)
Other booking
Booking rules
How we answer
Preferred greeting
*
Tone & Personality
*
Other personality preference
Languages
Languages
English
Spanish
All
Anything to avoid or emphasize?
Your Top FAQs (Fast Answers)
FAQ #1 - question - answer
*
FAQ #2 - question - answer
FAQ #3 - question - answer
Any helpful docs? (optional)
Click to choose a file or drag here
Size limit: 10 MB
Click to choose a file or drag here
Size limit: 10 MB
*
Click to choose a file or drag here
Size limit: 10 MB
*
Escalation & Transfers
Who should we transfer to? (name, number)
When to transfer vs. take message
*
Where should voicemails be emailed?
*
Final details
Anything else we should know?
Best time for a quick 10-minute test call
Advanced: Compliance
Industry Compliance
Industry Compliance
HIPAA (US healthcare)
GDPR (EU data protection)
CCPA/CPRA (California privacy)
PCI DSS (accepts card payments)
GLBA (US financial institutions)
FINRA (US broker-dealers)
FERPA (US student records)
SOC 2 (vendor requirement)
ISO 27001 (security standard)
TCPA & call-recording consent (phone/text laws)
PIPEDA/PHIPA (Canada privacy/health)
None / Not applicable
I’m not sure — please advise
Other — explain below
Other compliance
Consent
*
Consent
I confirm I’m authorized to share this info and consent to configuration, testing, and (where applicable) call recording and forwarding under our terms.
Submit