A
Business Identity
e.g. "a professional alloy wheel refurbishment company"
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. workshop, owner, manager).
Family / personal — these ring you directly
Defaults cover: technicians, split rims, tyres, collection/courtesy car, cash payments, complaints, out of scope.
C
Bookings
Optional — anything specific the AI should follow when booking.
D
Unknown Wheel Size Handling
E
Voice & Call Behaviour
Sign-off / who the caller is speaking with
Used to handle "that's expensive" without being pushy
F
Special Rules (Optional)
Ready to send
Preview your answers
Wheel Repair — Voice AI (Reduced) · Client Questionnaire
________________
A — Business Identity
A1 Business Name (exactly as the AI should say it):
A2 Business description in one line:
________________
B — Call Handling & Transfers
B1 When should the AI answer?: Always
B2 Transfer numbers:
B3 Numbers that should NEVER go to the AI:
B4 Anything that should always be transferred to a human?:
________________
C — Bookings
C3 Should the AI book appointments?: Yes
C9 Any booking rules to know?:
________________
D — Unknown Wheel Size Handling
I1 When a caller doesn't know their wheel size, the AI should:
________________
E — Voice & Call Behaviour
J0 AI Agent Name: Emily
J1 Greeting line: Hi, thanks for calling {Business name}, you're speaking with {Agent name}. How can I help?
J2 How should it answer "are you an AI?":
J3 Voice preference:
J5 Top 3–5 reasons customers choose you:
________________
F — Special Rules (Optional)
K5 Anything the AI should NEVER say or do:
K6 Other special instructions: