NevTech AI Receptionist

Customer Intake Form

Welcome! Let's Get Your AI Receptionist Configured Perfectly.

This form helps us understand your business so we can configure your AI receptionist to handle calls exactly the way you want. Please be as detailed as possible—the more we know, the better your AI will perform from day one.

Estimated time: 15-20 minutes
1

Business Information

Basic Details

Hours of Operation

DayOpen TimeClose TimeClosed?
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

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2

Current Call Handling

Your Current Situation

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3

Call Types & Priorities

Understanding Your Inbound Calls

4

What You Sell/Offer

Your Products & Services

(Custom work, discounts, specific timelines, etc.)

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5

Information Collection Requirements

What You Need from Callers

6

Appointment Scheduling

Booking & Calendar Integration

7

Call Transfers & Escalation

When Humans Need to Take Over

Primary contact for transfers:

Backup contact (if primary unavailable):

After-hours transfers:

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8

Frequently Asked Questions (FAQs)

Common Questions Your AI Should Answer

21. What are the most common questions callers ask? (Provide question + answer)

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9

Brand Voice & Tone

How Should Your AI Sound?

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10

Compliance & Legal

Industry-Specific Requirements

(HIPAA for medical, TCPA for telemarketing, bar association rules for lawyers, etc.)

11

Integrations & Technology

Connecting Your Systems

Calendar/Scheduling:

CRM (Customer Relationship Management):

Communication Tools:

Other Tools:

(We may need access to connect the AI)

Primary admin contact:

12

Success & Goals

What Does Success Look Like?

(Be specific—time saved, more appointments, fewer missed calls, etc.)

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Not importantExtremely important
5 / 10
13

Additional Information

Anything Else We Should Know?

(Busy seasons, slow seasons, holiday schedules, etc.)

0/500 characters

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Ready to submit? We'll review your information and contact you within 24 hours.

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