Build Your AI Employee Step 1 of 9 11% What this form is for Give us the basics so we can set up your AI Employee to sound like your business and do the right tasks. Short answers are fine. If you don’t know something, skip it. Tip: Links to your website, FAQ pages, and any price or service documents help a lot. Business Name(Required)Name(Required) First Last Website Your Contact Email(Required) Business HoursService Area or Locations Served Tell us what you would like your AI Employee Type and Role to be. You may choose more than one option. Type of AI Chat AI Voice AI Both What do you want your AI Employee to be? Receptionist Sales Rep Scheduler Customer Support Billing Assistant Technical Support Onboarding Specialist Collections Agent Concierge Dispatch Coordinator Lead Qualifier Account Manager Custom You may choose more than one, or add a custom role.Custom AI Employee Details Tell us what you want the AI to do and where it will be working. Examples: answer common questions, book appointments, qualify leads, or pass tricky chats to a real person. Check the places it will talk (website chat, text, Facebook, etc.). What do you want it to accomplish? Book Appointments Qualify Leads Answer FAQs Capture Contact Info Route to Human Create Support Tickets Process Payments or Invoices Collect Reviews or Feedback Provide Order Status Upsell or Cross-sell Start Returns or Cancellations Compliance Screening or Consent Other You may choose more than oneWhere will it talk to customers? Website Chat SMS/Text Email Facebook Messenger Instagram DM WhatsApp Google Business Messages Phone/Voice Apple Messages for Business Telegram Live Chat Widget (3rd Party) Other You may choose more than oneOther Tasks To Accomplish Add RemoveClick the + sign to add more.Additional channels of communication Add RemoveClick the + sign to add more. Brand Personality & StyleDescribe how you want your AI to sound. Pick a tone and share any phrases to use or avoid in replies (chat or voice).What should we call your new AI Employee?This is how the AI will refer to itself. Suggested options include the business name or a custom name, like a real person. (Keep it short)Overall Tone Friendly Professional Calm and Reassuring Fast and Energetic Luxury / High-End Funny or Playful Direct and No-Nonsense Other Preferred Greeting / IntroExample: “Hi there! This is Alex with ABC Company. How can I help you today?”Describe your tone (if Other)Phrases to Use (for replies)Phrases to Avoid (for replies) Communication & RoutingTell us how you want calls, emails, and messages handled so we can connect the AI correctly.Main Business Phone NumberThis phone number will receive calls and texts during the day.Backup / After-Hours NumberThis phone number will receive calls and texts after hours.Notification email for forwardingSecondary notification emailBusiness rules & special routing Add RemoveUse this for exceptions, phone routing by number, after-hours rules, dispatch triggers, and other unique logic. List each route in a way we can understand what to do. For example, if the phone number (601) 555-555 calls, route to technician 1 by Call and Text. Or if suspected spam call, hang up and send email with numbers information to the main email address. Click the + sign to add more. Booking & CalendarsIf you already use a calendar, paste the link and we’ll connect it. If not, we can host a calendar for you and optionally sync with Google/Outlook. Tell us what information the AI should collect before and what it should do after the lead information is collected.Do you currently use a booking calendar? Yes No Which calendar platform(s)? GoHighLevel Calendar Google Calendar Microsoft Outlook / Office 365 Apple iCloud Calendly Acuity Square Appointments Shopify Bookings Other Which platform? (Other)Existing Booking calendar URL(s) Add RemoveAdd one row per service.How should we handle scheduling? Create a hosted calendar for me Don’t schedule right now — just capture leads and notify the team Meetings or Services & Durations Add RemovePlease list, one at a time, the services your AI Employee should mention that you perform if asked. We will train it specifically on these service pages (if any). For example, 30 MIn Call, Onboarding Call, One Hour Massage, Food delivery, etc.Availability Buffers (optional) Add RemoveThe time you need between appointment bookings. For example 30 minutes between appointments Monday and Wednesday, One hour between appts on Fridays and Tuesday, etc.AI Availability Use my business hours from earlier 24/7 AI Employee After Hours AI Employee I’ll provide custom hours below Custom hoursExample: Mon–Fri 8–6, Sat 9–1, Sun closed.Sync options Google Calendar Microsoft Outlook / Office 365 Apple iCloud None (we’ll check manually in the app) Do you use another calendar that the AI Employee should watch and sync to?Custom reminder timing (optional) Add RemoveNeed specific timings? Add any schedule here (e.g., “Reminder | 15 minutes before”).Lead info required to book Add RemoveAdd the fields you want the AI to collect before booking. Examples: First Name, Last Name, Phone Number, Email Address, Service Requested, Address, Notes. Click the + sign to add more.After the AI collects the lead, do this Create a ticket Send an email alert Notify team by SMS Internal in-app notification to assigned users Send confirmation email to user Send confirmation SMS to user Send confirmation email to business Send confirmation SMS to business Send 24-hour reminder Send 1-hour reminder Other When an entry is added to the calendar certain action can take place. For example sending confirmation emails and text or reminders. How should the AI Employee handle this?Do this after the info is collectedAdd any additonal rules the AI Employee should follow after the engagment. AI Employee Work ScheduleLet us know the times the AI Employee should be active and working. If you chose Voice AI additional fields will be displayed. AI operating hours Run 24/7 Use business hours from earlier I’ll provide custom hours below Custom operating hoursWhen should the AI answer phone calls? Answer immediately Only answer if the forwarded phone is not picked up within ___ seconds Only answer outside business hours Ring timeout (seconds)Missed calls Go to voicemail Forward to a number Assign to Live Agent Trigger SMS callback What number should we forward to? Training MaterialsAdd links or files that teach the AI about your business (services, pricing, FAQs, policies). Use Rules & Notes for exceptions and routing (e.g., VIP numbers, after-hours rules, dispatch triggers).Important website pages Add RemoveClick the + sign to add more.Links to docs / knowledge Add RemoveClick the + sign to add more.Upload helpful files Drop files here or Select files Accepted file types: pdf, doc, docx, xls, xlsx, csv, txt, Max. file size: 256 MB. Price & offer rulesIf prices aren’t public, add ranges or “how to quote” rules; add promos and expiration if any. It is important to be very clear if you are going to quote exact prices.Common customer scenarios (optional) Add RemoveAdd 2–5 if you have them. This helps us mirror your exact phrasing for key moments. Click the + sign to add more.Exact answers to use ALWAYSPaste word-for-word lines that must be used with specific wording(policy, legal, key pricing wording).Any additional information we need to know about your project? Final Review & ApprovalWho should review and approve before we launch?Approver First Name(Required)Approver Last Name(Required)Approver Email(Required) Approver Phone(Required)Approval(Required) I confirm that all information provided in this form is accurate and complete to the best of my knowledge. I understand that the proposed pricing and project scope are based entirely on the details supplied here. Any major changes, omissions, or additional requests made after submission may require a revised quote or extended delivery time. I have reviewed all responses carefully, included any special instructions or exceptions, and understand that these details will be used to train and configure my AI employee. By approving this submission, I authorize Bright Automate to proceed with setup, configuration, and testing based on the information provided.
