A
Business Identity
e.g. "a professional bodywork and accident repair centre"
B
Call Handling & Transfers
Optional. Add one or more numbers if you want the AI to route different call types to different people (e.g. team, insurance/billing, owner).
Defaults cover: insurance/claims, existing job updates, complaints, technician not arrived, billing, courtesy car, out of scope.
C
Opening Hours
Monto
Tueto
Wedto
Thuto
Frito
Satto
Sunto
D
Service Model
E
Services Offered
Optional. List anything else the AI should know about.
F
Out of Scope / Refusal
Defaults excluded: mechanical, servicing, MOTs, tyres, brakes, suspension, glass/windscreen
G
Quote Process
H
Voice & Call Behaviour
Sign-off / who the caller is speaking with
I
Special Rules (Optional)
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Preview your answers
Bodywork Repair — Voice AI Receptionist · Client Questionnaire
________________
A — Business Identity
A1 Business Name:
A2 Business description in one line:
A6 Website URL:
________________
B — Call Handling & Transfers
B1 When should the AI answer?: Always
B2 Transfer numbers:
B4 Numbers that should NEVER go to the AI:
B5 Anything that should always be transferred to a human?:
________________
C — Opening Hours
C1 Opening Hours: Mon: 09:00–17:00 · Tue: 09:00–17:00 · Wed: 09:00–17:00 · Thu: 09:00–17:00 · Fri: 09:00–17:00 · Sat: 09:00–17:00 · Sun: Closed
C2 Days open: Mon, Tue, Wed, Thu, Fri
C3 Typical timing for a standard job:
________________
D — Service Model
D1 Are you fixed-location or mobile?:
________________
E — Services Offered
E1 Scratch & scuff repairs: —
E2 Dent repairs: —
E3 Bumper repairs (scuffs, cracks, scrapes): —
E4 Panel repairs & resprays: —
E5 Paintwork & colour matching: —
E6 Minor accident & collision repair: —
E7 Headlight restoration: —
E8 Insurance / accident / non-fault claims: —
E9 Courtesy car: —
E10 Paintless Dent Removal (PDR): —
E11 Any other services you offer?:
________________
F — Out of Scope / Refusal
F1 Things you do NOT do:
________________
G — Quote Process
G1 Confirm: prices are NOT given over the phone?: Yes
G4 If a caller can't or won't do photos, what should the AI do?:
________________
H — Voice & Call Behaviour
H0 AI Agent Name: Emily
H1 Greeting line: Hi, thanks for calling {Business name}, you're speaking with {Agent name}. How can I help?
H2 Should the AI capture the caller's name?: Yes
H3 How should it answer "are you an AI?":
H4 Voice preference:
H6 Top 3–5 reasons customers choose you:
H7 Do you offer a payment plan / finance?: —
________________
I — Special Rules (Optional)
I1 Geographic restrictions:
I2 Special offers / deals:
I3 Unique features:
I4 Anything the AI should NEVER say or do:
I5 Other special instructions: