Questionnaire - AI Outbound

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Dear Customer,

To create your AI Outbound Call Agent we need some key details from you. Please complete the questionnaire with as much information as possible - your input helps us design a receptionist that truly meets your needs.

We will cover the following:

Your Business Information
Outbound Campain Overview
Objection Handeling
Call Transfer
Voicemail/ No Answer
Voice & Persona Details
Call Notifications

Your Name

Your Email

Business Information

Name of Business

ABN

Business Email

Business Phone

Business Address, the official address for your business, registered with ASIC.

Outbound Campaign Overview

In this section, we gather information on the tasks and goald you would like your AI receptionist to fulfil, the conversation flow it should follow, and when to hand over the call to a human staff member.
Please describe what should would be a successful call.
When it should transfer the call to a human staff memebr? We will gather the phone numbers later on.
What information will be provided for each contact?
Are there anythings the AI must not say?

I have a file (eg, Microsoft Word) that contains the details

Let me write about them now

Upload to Secure Shared Drive Login details provided in onboarding email.

Please provide all details here.

Objection Handeling

What common objections should the AI expect?
How should the AI respond to each objection?

Please provide all details here.

Call Transfer

Please list below when and to whom a call should be forwarded. Click on the plus sign on the right to create another line. If you have listed them in the previous question, please go to the next one.

Forwarding details

When to transfer	Staff Name / Department	Phone Number

Voicemail / No Answer

In this section we cover the voicemail / no answer scenarios.

What should the AI do if the call goes to voicemail? Should the AI leave a voicemail message? If yes, what voicemail script should it use?

How many retry attempts should the AI make if the call is not answered?

How long should the AI wait between retries?

When should the AI stop attempting contact?

Voice and Persona Details

How should the AI introduce itself? Would you like to give it a name?

Do you have a specific greeting you would like the AI to use?

What tone of voice should it use to communicate? (Friendly, professional, relaxed, empathetic, etc)

Do you have a gender preference?

Call Notifications

Where would you like the system to send the call notifications to? This may include: call summaries, transcripts, sentiment analysis, etc.

Last Question

Is there anything else you would like us to know?

Questionnaire for AI Outbound Calls