Let’s Set Up Your AI Receptionist

We’ll use this information to personalize your AI Receptionist to answer questions, collect customer details, and guide callers to the next step.

This should take about 7–10 minutes. You do not need to write AI prompts or configure anything technical.

Just tell us about your business and how you normally handle customer inquiries.

Information

First Name *

Last Name *

Phone *

Email *

Business Information

Company Name *

What is your website?

What are the main services or products customers usually contact you about? *

When Customers Can Reach You

What are your normal business hours? *

What should the AI do when your business is closed? *

How the AI Should Help

What should your AI Receptionist primarily help customers with? *

What makes someone a good potential customer for your business?

Important Business Information

Is there anything important customers frequently ask that may NOT be clear on your website?

Is there anything the AI should NEVER answer, promise, or do?

Human Handoff

When should the AI involve a real person? *

When someone specifically asks to speak with a person

When the AI cannot confidently answer the question

When someone is upset or has a complaint

When the inquiry is urgent

When the person appears ready to buy

Other

Who should receive transfers or important notifications?

This is the primary person your AI Receptionist should alert or transfer customers to when human assistance is needed.

Name: *

Phone: *

Email: *

Phone Setup

How would you like calls to reach your AI Receptionist? *

Appointment Booking

Should your AI Receptionist offer to schedule appointments? *

Language

Which language(s) should your AI Receptionist use? *

Final Notes

Is there anything else your AI Receptionist should know about your business?

I confirm that the information provided above is accurate and may be used by IDX to configure and test our AI Receptionist.

By checking this box, I agree to receive text messages and calls (including automated or AI-powered) from Imagine Digital Expressions Inc., DBA Intelligent Digital eXperience, to follow up on my request, send appointment reminders, and share relevant offers. Message frequency may vary. Message & data rates may apply. Reply STOP to opt out at any time. Consent is not a condition of purchase.