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Log issues with a specific AI number so our team can jump in fast.

Account basics

Business name

This is the business William is working for. We’ll use this on scripts, summaries, and reports.

Business website (optional)

If you have a website, drop it here so we can match language and pull context later.

1) AI name

What name would you like for your AI employee?

This is the name callers hear when William answers the phone.

2) Business hours

What are your normal business hours?

Include time zone and any seasonal differences if it matters.

3) Notification phone

What phone number should we use for call recordings and messages?

We’ll send call summaries and recordings to this number. We auto-format it to +1XXXXXXXXXX.

4) Phone provider

What is your phone service provider?

This helps us with forwarding instructions and troubleshooting.

5) How do you want qualified leads sent?

How would you like to receive qualified lead information?

William will use this for every qualified lead.

Where do we send lead emails and daily report emails?

We’ll send both individual lead emails and a simple daily report here.

Custom integration details (if you chose Custom)

Tell us exactly where to send leads (Teams / Slack / CRM) and any IDs or endpoints we should use.

Should anyone else receive lead notifications besides you?

If it’s just you, you can leave this blank or type “Just me”.

6) Standard qualification flow

The AI gets details about the customer situation, collects name and address, and can capture email via text after the call. Does this work for you?

If you choose “No”, explain your changes in the Services / FAQs / Special Cases questions below.

7) Services + common questions

What services do you offer?

Are there common questions customers ask about these services?

8) Transfers

How should call transfers work?

This controls if William calls you, transfers mid-call, or only sends summaries.

If transfers are allowed, what conditions do you want?

9) Start message

Default script: “Thank you for calling [Company]. This is William on a recorded line. How can I help you today?”

Does this starting message work?

If no, paste the start message you want.

10) Confirmation texts

The AI usually sends text confirmations after the call. Would you like that?

11) Special cases

Any special situations we should handle?

Any frequently asked questions we should be ready for?

13) Special request / odd duck

Any “odd duck” request you want that is not covered above?

By submitting this ticket, you agree that our team may review call recordings, transcripts, and related system logs for troubleshooting.

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