Onboarding Questionnaire

Personal & Business Details

Full Name *

Email *

Phone *

Company Name *

Exactly as written in your company registration form

Business Address *

Exactly as written in your company registration form

Business Website *

Your main website link so we can train your AI system correctly.

Business Registration Number *

Your official company/LLC registration or license number.

Proof of Address for Regulatory Address *

For your phone number's local verification

Upload Your Logo *

JPG, JPEG OR PNG FILE

Your logo will be used inside the AI chatbot, booking pages, and review system.

Short Business Description *

A brief 1–2 sentence explanation of what your business does.

Service Information

List all services you offer *

Enter every service you provide so the AI can understand what your business offers.

Provide a short description for each service *

Give a simple explanation of what each service includes. This helps the AI answer customer questions accurately.

Upload your price list / pricing table *

please upload a csv document

Upload your full pricing document (CSV or Excel). The AI will only share pricing if you allow it.

Service Area

Postcodes you cover *

List all postcodes or areas you serve so the AI only books valid customers within your service zone.

Business Hours

Service hours *

The hours when your team is available to perform jobs or appointments.

Phone answering hours *

Times when calls can be answered — either by your team or by the AI caller.

Business opening hours *

Your general operating hours. Used by the AI to set expectations for customers.

Lead Handling & Booking Rules

What should the bot always collect from a lead? *

Tell us the essential details the AI must gather every time before booking or quoting.

Can the bot book appointments automatically? *

Yes

No (set appointment status to “New” for manual confirmation)

If enabled, the AI will check your calendar and book jobs instantly without your approval.

Do you offer same-day bookings? *

Yes

Let the AI know if customers can be scheduled for services on the same day.

Team & Notifications

Name & email of staff members who should receive notifications *

List the team members who should get alerts for new leads, bookings, and missed calls.

Upload Terms & Conditions *

Upload Terms & Conditions

Upload your service terms. These help us train the AI to give correct guidance to customers.

AI Bot Behaviour

What is the primary goal of the bot? *

Tell us what you want the AI to focus on first — booking jobs, capturing lead info, giving quotes, or supporting customers.

Questions the bot must ask *

List the mandatory questions the AI should always ask before booking or creating a quote.

Questions the bot should never answer *

If there are topics the AI must avoid (legal, medical, sensitive info, etc.), add them here.

Should the bot give pricing? *

Yes

Choose whether the AI is allowed to show prices using your uploaded pricing table.

FAQs / Knowledge Base

List your frequently asked questions *

Add the common questions customers ask so the AI can answer them instantly and accurately.

Cancellation policy *

Explain how customers can cancel or reschedule, and any fees or notice periods.

Refund policy (if any) *

Describe whether refunds are offered and under what conditions.

“Before we arrive” instructions *

Tell customers how to prepare before your team arrives for the service.

“What to expect” instructions *

Explain what happens during your service step-by-step so the AI can set clear expectations.

Links to your Google reviews *

Provide your Google review link so the AI can send satisfied customers to leave feedback.