Project briefing

This form gives us everything we need to build. The more precise your answers, the fewer questions we have. You can keep sections short and add details later. No quote yet? We will prepare one from your answers.

1. OrderQuote number (if you already have a quote)Your nameEmail for questions and the test linkCompanyWhat would you like to order?Your industry

2. Your companyDescribe your company in two or three sentencesYour services or products (one per line)Who are your typical customers?Opening or availability hoursContact person and address the bot may mention

3. How the bot appearsName of the bot (e.g. “Anna from Miller Building”)How should the bot speak?Languages (e.g. German, English)Link to your logo (Dropbox, Google Drive or your website)Main colour as hex value (e.g. #1f7a4d) or “as on my website”Second or accent colour as a hex value (optional)Should the bot appear light or dark?

4. What the bot knowsThe ten most common customer questions, each with your answerPrices and pricing logic (hourly rate, flat rates, minimum order, surcharges)What must the bot NOT say or promise? (e.g. no binding prices, no appointments)Mandatory notices the bot must state (if any)

6. Handover of enquiriesWhich email address should qualified enquiries go to?Do you use a CRM or tool the enquiries should go into? (name, otherwise leave empty)Telegram add-on only: Telegram name that should receive notifications

7. Installation on your websiteYour website addressWhat is it built with? (WordPress, Wix, Squarespace, Webflow, Shopify, custom)Who installs the chat?Address of your privacy policy (the chat links to it)

8. Further notesAnything else we should know