1
About your business
Help us understand who you are and how you work so we can build something that actually sounds like you. If you have existing documentation — brand guides, company overviews, or onboarding materials — paste any shareable links alongside your answers.
Don't overthink it — write it the way you would explain it to a friend. Not sure yet? We can work through it together on the kick-off call.
Keep going...
Industry, company size, role, or demographics — the more specific the better.
The core outcome they are paying for — in their words, not yours.
Start typing and Step 1 will appear. Press Enter to add the next step.
Email, help desk, social DMs, phone, nothing formal, etc.
2
Top customer questions
These become the brain of your AI assistant. The more complete your answers, the better it performs. If you already have FAQs, a help center, or a knowledge base — drop a shareable link below and we will review it alongside your answers.
Paste a shareable link to your Google Doc, Notion page, help center, or any existing resource.
If you uploaded a doc above make sure it covers each of the questions below. Anything not covered in your doc should be filled in here.
No existing docs? No problem — fill in your top questions below. Start with your top 3 and add more as needed. Shoot for 10.
No existing docs? No problem — fill in your top questions below. Start with your top 3 and add more as needed. Shoot for 10.
3
Onboarding process
We will use this to build your automated onboarding guide — so new customers get value fast without needing to reach out. If you have existing onboarding guides, welcome emails, or tutorial videos — paste any shareable links alongside your answers.
Paste a shareable link to any onboarding guides, welcome sequences, tutorial videos, or setup docs you already have.
If you uploaded a doc above make sure it covers all of the following questions. Anything not addressed in your doc should be filled in below.
Start typing and Step 1 will appear. Press Enter to add the next step.
List URLs or describe what exists.
4
Support scenarios
This lets us handle customer situations correctly on your behalf. If you have existing policy documents, SOPs, or internal guides covering any of these scenarios — paste any shareable links alongside your answers and we will work directly from those.
Paste a shareable link to any refund policies, cancellation terms, complaint handling guides, or internal support documentation.
If you uploaded a doc above make sure it covers all of the following scenarios. Anything not addressed in your doc should be filled in below.
This helps us write escalation triggers and set the right guardrails for your bot.
If you don't have a formal policy yet we can help you build one. Please include: full refund, partial, or no refunds? Time limit if applicable? Who has authority to approve exceptions? Under what specific circumstances would an exception be considered?
If you don't have a formal policy yet we can help you build one. Please include: how does a customer cancel? Notice period required? What happens to individual users mid-billing cycle if their company cancels? Are there prorated refunds?
If yes — when and to who?
If you don't have a formal process yet we can help you build one. Who has final authority to resolve a complaint? For example: Step 1 — Acknowledge and apologize. Step 2 — Escalate to [who]. Step 3 — Resolve within [timeframe]. Step 4 — Follow up.
If yes, please describe specifically what that looks like operationally. Different response time SLA? Different escalation path — goes directly to who? Different tone or level of service? Any special offers or exceptions they are entitled to?
Please be as specific as possible. Include any legal or regulatory questions, security or account recovery issues, industry-specific sensitive topics, or anything where a wrong answer could create liability. If the answer depends on circumstances — describe the exact rule so we know when to escalate vs when to answer.
During our kick-off call we will discuss backend access and escalation routing so we can handle customer situations on your behalf with minimal interruptions to you.
5
Brand and tone
Your AI assistant should sound like you — not like a generic chatbot. If you have a brand guide or style guide — paste a shareable link below.
Paste a shareable link to any brand documentation, tone of voice guides, or style references.
6
Technical setup
Almost done — just a few details to get your system configured and live.
List specific pages if the widget should only appear on certain pages.
Pricing page, sign-up page, documentation, etc.
This helps us prioritize your setup and hit your target date.
Once you submit we will review your answers before our kick-off call and reach out with any follow-up questions. Live in less than two weeks.