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Takes 5–10 minutes

Set Up Your AI Assistant

Interested in an AI that answers calls, books appointments, and handles customer questions around the clock? Fill out the form below and we will use your answers to build and configure your custom assistant — no technical setup required on your end.

Business Basics 1 of 33
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Question 1
What is your business name?

This is how your AI will identify and introduce itself.

Question 2
What services do you offer?

List all services your AI should be able to describe and discuss.

Question 3
What are your business hours?

Include any variations for different days.

Question 4
Where are you located?

Full address so callers can find you or get directions.

Question 5
Do you accept walk-ins or appointments only?
Question 6
What types of appointments can customers book?

Be specific — this helps the AI offer the right options.

Question 7
How long is each appointment?

If appointment lengths vary by type, list them out.

Question 8
What days and times are available for booking?

Your AI will only offer slots within these windows.

Question 9
How far in advance can people book?
Question 10
Do you allow same-day appointments?
Question 11
What information is required to book?

Check all that apply.

Question 12
What is your cancellation and rescheduling policy?

Your AI will quote this exactly when customers ask.

Question 13
When should the AI transfer a call to a human?

Describe the situations — the AI will recognize them and hand off.

Question 14
Who should calls be transferred to?

Name, role, and best contact number for each person.

Question 15
What information should be collected before transferring?

This ensures the human doesn't have to re-ask basic questions.

Question 16
What are the most common questions customers ask?

List the top questions — your AI will be trained to answer these fluently.

Question 17
What should the AI always be able to answer?

Non-negotiables — things every caller needs to know immediately.

Question 18
What should the AI NOT answer?

Topics that should always go to a human or be declined.

Question 19
Do you want the AI to share pricing?

What are your prices?

Question 20
What information should always be collected from new callers?

Your AI will make sure to capture these before the call ends.

Question 21
Are there any qualifying questions you want asked?

e.g. to determine if a lead is a good fit before booking.

Question 22
Who should be notified about new bookings, missed calls, or important leads?

Name and contact info for each person who should receive alerts.

Question 23
How should notifications be sent?
Question 24
What should the AI do after hours?

Describe the behavior you want when your business is closed.

Question 25
Should the AI still allow booking after hours?
Question 26
Should urgent calls be forwarded after hours?

What number should urgent calls be forwarded to?

Question 27
What tone should the AI use?
Question 28
Should the AI mention that it is an AI?
Question 29
When should the AI stop and transfer immediately?

These are zero-tolerance triggers — the AI hands off without delay.

Question 30
Are there any topics or requests it should refuse?

The AI will politely decline and redirect these conversations.

Question 31
What calendar system do you use?
Question 32
Do you use a CRM? If so, which one?
Question 33
Last step — how can we reach you?

A BluePenguin specialist will use these details to follow up within 1 business day.

You're all set!

We have everything we need to configure your AI. A BluePenguin specialist will review your answers and be in touch within 1 business day.