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Convobeam Onboarding
Hi there! I'm Brian from ConvoBeam, your AI Agent partner.
This questionnaire will help us build the perfect customer support AI Agent for your business. We'll dive into your brand identity, customer needs, and business goals so we can create a chatbot that works like a natural extension of your team.
Let's get started! đ
1. BUSINESS BASICS
How did you hear about Convobeam?
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Company/service name
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Website url
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Alternative domains or subdomains where the chatbot should be active?
What do you offer?
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- Describe in detail what you offer (products/services)
- Key product categories?
- Price range (can the chatbot share this)?
- Unique selling points? (why you, not competitors)
2. CHATBOT PURPOSE & FUNCTIONALITY
Primary Objective
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Describe in 2-3 sentences what is your MOST IMPORTANT goal (t
his determines chatbot tone and priorities).
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Who does your chatbot speak to? (e.g., "18-35 year old women looking for sustainable clothing")
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What is their biggest pain point that the chatbot should solve?
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What language(s) should the chatbot answer with?
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What language(s) should the chatbot answer with?
Multilingual
Other, or specific ones (please specify below)
3. BRAND IDENTITY & ASSETS
Primary brand color
Secondary brand color
Accent brand color
How should your chatbot sound?
*
How should your chatbot sound?
Professional & formal
Warm & personal
Playful & casual
Technical & detailed
Friendly & humorous
Other tone (please describe)
Any terms to avoid/forbid?
Any other comments and/or questions? Add below.
Product/brand assets
Please upload any brand images, logos, and other important product assets
Click to choose a file or drag here
Size limit: 10 MB
Brian
Existing documentation & FAQ
Do you have a FAQ? Or anything related? (paste them)
Upload any additional documents such as Terms & Conditions, shipping/return policies, or a product catalog/spreadsheet.
Click to choose a file or drag here
Size limit: 10 MB
4. INTEGRATIONS & TECHNICAL SETUP
CRM/Backend Integrations
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Where should the chatbot store/send collected information?
CRM/Backend Integrations
Google Sheet
Airtable
Zapier/Make.com workflow
Email to support address
Other or your own CRM (please describe)
Which fields must the chatbot capture minimum?
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Which fields must the chatbot capture minimum?
Name
Email
Phone number
Adress
Any other (please describe)
Conversation length & depth
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How long should a conversation be allowed to go?
Conversation length & depth
Very short (3-5 questions, then escalate)
Medium (10-15 exchanges, then escalate)
Long (unlimited, full automation)
Depends on topic
5. COMPLIANCE & RESTRICTIONS
Content Restrictions & Policies
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Are there topics the chatbot should NOT discuss?
Content Restrictions & Policies
No, everything is fair game (chatbot answers all questions).
Yes, I want the chat to questions only based on trained data/rescoures
Yes, specific topics (please describe below)
I want the chatbot to:
(Leave empty if you don't want any of them)
I want the chatbot to:
Express own opinions
Mention competitors
Tell jokes/be humorous
6. SUCCESS METRICS
How do we measure success?
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What is your #1 success metric for this chatbot?
What should we avoid?
What annoys you about bad chatbots, which âAI-likeâ responses should this bot avoid, and what mistakes do competitors often make?
Additional notes & reference materials
Anything else we should know - like competitor bots for inspiration, demo accounts/test data, or other important details?
7. CONTACT & TIMELINE
Primary contact person
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Email
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Phone number
When should the chatbot go live?
Budget per month (if comfortable sharing)?
Please click on "SEND & GET IN TOCH" to confirm submit - we'll get in touch within 24 hours.
SEND & GET IN TOUCH
