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Description
Thank you kindly, Kristy
Kristy E.
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Hi Kristy,
One thing I’d be interested to understand is how you’d like the AI to behave when it reaches something it can’t confidently answer or complete — should it collect the customer’s details for follow-up, transfer/escalate to a person, or simply provide an alternative contact route?
Best Regards. -

A few things I’d like to clarify:
1. What type of business are you launching, and what should the chatbot and voice agent actually help customers with?
2. Should the AI chatbot handle FAQs and lead qualification, or also take actions such as bookings, quotations, orders or CRM updates?
3. For the voice agent, will it receive incoming calls, make outbound calls, or both?
4. Do you already use a CRM, booking system, payment platform or other business software that the AI needs to connect with?
5. Do you have a preferred AI/voice provider, or would you like me to recommend the stack based on quality, latency and operating cost? -

For the $1,000 budget, what should the first paid deliverable include: a website chatbot, a voice agent, both integrated together, or a broader custom AI build and which website, CRM or telephony systems must it connect to?
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- What would you like the AI chatbot to do on the website? For example, should it simply answer visitor questions, explain your services, collect leads, qualify potential customers, recommend services/products, handle FAQs, or perform actions such as booking appointments?
- What should the AI voice agent be responsible for? Should it handle incoming phone calls, make outbound calls, answer FAQs, qualify leads, schedule appointments, transfer calls to staff, take messages, or perform other business-related tasks? Also, approximately how many calls do you expect per month?
- Are you currently using a CRM, booking/calendar system, phone system, email platform, payment system, helpdesk, database, or any other third-party software that the chatbot or voice agent should integrate with? -

Could you confirm what you want the AI to handle during calls and whether it needs to integrate with any CRM, booking system or other platform?
Best regards,
Bebe Kiffin