Client Intake Form

Business Information

Business Name *

Business Email *

Business Phone *

Website URL *

Street Address *

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

AI Receptionist Purpose

What goal are you trying to achieve? *Reduce response timeSave time and workloadReduce overhead cost

Receptionist Personality & Voice

Voice preference *MaleFemale

Receptionist's Name *

Tone & Style(Professional, friendly, energetic, calm, humorous, neutral)

Accent preference(US, UK, Australian, Neutral Global, etc.)

Brand keywords or phrases to use

Words/phrases to avoid

Receptionist Operating Schedule

What are your office days and hours? *

When should the AI Receptionist operate? *Office Hours only24/7 (Fully AI)After Hours only

What should the AI receptionist do with after hours call? *Book next-day appointmentsForward emergencies

Technical & Integration Requirements

Phone Setup

Which number will you connect with your AI receptionist? *Existing numberNew Virtual Number

For existing number, enter your number here

Call routing rules *Incoming calls → VAVA → Human transfer number (if required)

When should the call be transfered?

Calendar

Calendar platform *GoogleOutlookCal.comOther

Email for Calendar Access *

Appointment durations (in minutes) *

Available service types & slot rules *List the types of services you offer and any rules for scheduling them (duration, availability, required gaps between bookings, etc.).

Compliance & Permissions

Legal disclaimers that must be spoken

Sample AssetsFAQ list, E.g. Scripts, Service menu/Pricing sheet

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