ONBOARDING FORM

Company Information

First Name

Last Name

Second Contact (Optional)

Company Name

Phone/Mobile

Company Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Logo URL

Company Profile

Choose File

Date Established

Business Hours

Industry

Company Website

Social Media Links

Product & Services

Product Description

Service Description

Share any FAQs your customers often ask

Chatbot Objective

What is the main purpose of the chatbot ?

Lead Generation

Customer Service

Appointment Booking

Product Recommendation

Event assistant

Other :

Please specify Other

What are your current challenges you'd like the chatbot to solve ?

Language & Messaging Styles

Preferred Language(s):

English

Bahasa Melayu

Others

Please specify Others

What’s the first welcome message you'd like your chatbot to say ? (Max 50 characters)

Suggested Message

Deployment Channels

Where will the chatbot be deployed ?

Website

Facebook

Instagram

Do you have an official WhatsApp Business Account (WABA) ?

Yes

Is your WhatsApp Business number already connected to a Meta Business account ?

Yes

WhatsApp Business Number

Do you have a Facebook Business Manager account ?

Who is the admin of your Business Manager account?

Do you have access to your Facebook Page(s) and Instagram account through Business Manager ?

Yes

Chat Interface

Preferred color scheme or theme

I’ll specify my brand colors below

I don’t have a preference — you can suggest something

If you have specific colors or a branding guide, please paste HEX codes or upload a file

File Upload

Choose File

Chat Character

Would you like your chatbot to have a character name or personality ?

Yes, I have a name in mind

No preference. Please suggest some names that suit our brand

I prefer the bot to be nameless/generic (e.g., "Virtual Assistant")

Chatbot name

Do you want your chatbot to have a visual character or avatar ?

Would you like us to create a custom AI-generated profile picture for the chatbot based on your description ?

Yes

Live Agent / Handover Setup

Do you want human takeover ?

Yes

Who will handle incoming leads/live chats ?

Appointment Booking Section (OPTIONAL)

Enable appointment bookings?

Yes

Types of appointment?

Available days/time

File Uploads (Optional)

File Uploads : Please upload or link any supporting files (e.g., brand guide, service brochures, product list, existing FAQs, Profile Picture etc.) (Can upload multiple files)

Choose File

Timeline & Notes

Desired launch date or urgency

Any additional notes or requests