Client Intake Form — Bright Path Digital Solutions

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Business basics

Let's start with the foundational info your AI agent needs to represent your business.

Business name *

Owner name *

Phone number AI will answer *

Owner's cell (for notifications)

Business hours *

When should the AI actively take bookings?

After-hours policy

Service area *

Cities, counties, or radius you cover

Website (if you have one)

Estimated calls per day *

Roughly how many incoming calls does your business get per day? This helps us estimate your monthly Vapi usage costs (billed separately at ~$0.13/min).

Average call length (your best guess)

How long do most of your business calls run? Quick questions vs. detailed quotes — both happen.

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Services & pricing

Your AI needs to know exactly what you offer and what you charge so it can answer customer questions accurately.

List all your services *

Be specific — the more detail, the better your agent handles calls

Services you do NOT offer

Very important — so the AI doesn't accidentally book the wrong jobs

Do you offer free estimates? *

Minimum job size

Anything else about pricing the AI should know?

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Booking & scheduling

This is how your AI will actually book jobs. The more specific you are, the smoother the handoff.

What calendar do you use? *

How far out do you book? *

Typical job duration

What info do you need to book a job? *

How do you confirm appointments?

Cancellation policy

Any scheduling notes the AI should know?

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Voice & personality

This is what makes your AI sound like YOU — not a generic robot. Take your time here!

What should the AI say when it answers? *

Write it exactly as you want it said

What name should the AI use for itself? *

Pick something that sounds natural — doesn't have to be your name

What tone should your AI have? *

Friendly & Casual

Warm, approachable, conversational. Like talking to a helpful neighbor.

Professional & Polished

Formal, confident, businesslike. Builds trust with corporate clients.

Energetic & Enthusiastic

Upbeat, positive, excited to help. Great for sales-focused calls.

Calm & Reassuring

Patient, steady, trustworthy. Great for service businesses.

Any specific phrases you always say?

Words or expressions that sound like your brand

What should the AI NEVER say?

Anything off-limits, competitors not to mention, promises not to make

When should the AI escalate to you personally?

When should it say "let me have the owner call you back"?

Anything else Cassie should know to build your agent?

All done! Thank you!

Cassie has everything she needs to build your AI Phone Agent. She'll be in touch within 24 hours to confirm the details and get started!

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