Your Personal AI Onboarding Form

Company Legal Name

Primary Contact Full Name

Primary Contact Email *

Primary Contact Phone *

Office Street Address

City

Country

Time Zone

Email(s) for call-in & update notifications

Office Phone Numbers for Transfers

List all lines that can accept transfers; specify hours if different

Preferred Escalation to Human Representative Method

e.g. phone call, WhatsApp, email

Escalation to Human Representative Hours/Window

e.g. Mon-Fri 9-5

Whatsapp Business Manager ID

Whatsapp Business Phone Number(s)

Who can approve partner access?

(name + email)

Meta Admin Access Provided?

If no, share the email to invite & any restrictions

Public Website URLs

FAQ & Help Pages

Internal Documents

Google/Microsoft Links

Specific 'Do/Don't' Guidance for AI

e.g. never give medical advice, always route emergencies

HIPAA/Safeguards Required?

Yes

Language and Tone of AI

Success Metrics (KPIs)

e.g. call deflection %, booking rate, CSAT, first-contact resolution

Primary Service Scenarios

e.g. New appointment, Reschedule, Rx refill, Test results, Billing, Emergency triage

Step-by-Step Flow per Scenario

upload file if you have a pre-created flowchart/doc showing flow per scenario

Routine Rules

e.g. when to escalate/transfer; which line; which specialty

Eligibility/Intake Questions

Compliance Language (required disclaimers)

Data Processing & AI Consent *

I confirm we have authority to share the above data and permissions for integration and AI automation.