Company Legal Name
Primary Contact Full Name
Primary Contact Email
*
Primary Contact Phone
*
Office Street Address
City
Country
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
Inbound Call Handling
Scheduling
Intake/Pre-screen
FAQs
Directions/Hours
Transfer to Staff
Voicemail Fallback
Outbound Calls/Reminders (if service is availed)
Appointment Reminders
Rx Pick-ups
Follow-ups
No-show Recovery
Recall Campaigns
WhatsApp/Chat Automations
FAQ
Appointment Bookings
Broadcasts
Handover to Human
HIPAA/Safeguards Required?
Yes
No
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
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
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.