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Chatbot Configuration
Questionnaire
1. Organisation Details
Business/Organisation Name:
*
Website URL:
*
Industry/Sector:
*
Main Contact Person:
*
Email Address:
*
Phone Number (optional):
2. What Type of Bot Do You Need?
Select the primary purpose of your chatbot (you can select more than one if needed):
Customer Support / FAQ Bot
Sales & Lead Generation Bot
Education / Course Support Bot
Internal Staff Helpdesk Bot
Booking & Appointment Assistant
Custom / Hybrid Bot (please describe)
3. Audience & Usage
Who will use the bot?
Customers
Clients / Prospects
Students / Trainees
Internal Staff
Other
How many unique users typically engage with your business or website each month?
Less than 500
500 – 2,000
2,000 – 10,000
10,000 – 50,000
50,000+
4. Bot Actions & Data Capture
What do you want the bot to help with?
Answer FAQs
Collect leads (name, email, phone)
Qualify prospects
Help book calls or appointments
Provide product/service info
Navigate course content or resources
Handle internal HR/IT/support queries
What information should the bot collect?
Name
Email
Phone Number
Organisation
Area of interest / issue
Budget
Other
5. Systems & Integrations
Do you use any of the following?
CRM (e.g.HubSpot, Salesforce)
Email Marketing (e.g. Mailchimp)
Booking System (e.g. Calendly, Acuity)
Learning Platform (e.g. Moodle, Teachable)
Helpdesk/Live Chat (e.g. Tawk.to , Intercom)
6. Style & Branding
What tone should the bot use?
Friendly & casual
Professional & formal
Promotional & engaging
Educational & helpful
Other
Do you want to name your bot or use a custom avatar?
A
Yes
B
No
If yes, please provide your bot name and please email us your branding/logo to hello@gpchatbot.com
7. Website & Deployment
What platform is your website built on?
WordPress
Wix
Squarespace
Shopify
Custom / Other
Can you or your team add code snippets to your site?
A
Yes
B
No/ Need assistance
8. Timeline & Budget
Preferred billing:
Monthly
Annual (with discount)
What is your budget range?
9. Uploads & Additional Info
Upload relevant materials (optional):
FAQs / Help Guides
Product Brochures / Price Lists
Training Documents / Course Packs
Brand Guidelines
Anything else we should know?
Please contact us on:
Email:
hello@gpchatbot.co.uk
Website:
https://gpchatbot.co.uk/
Contact number : 03332241666
If you need help filling out the form or want a discovery call first, feel free to reach out!
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