Basic Info
Set up the identity of your information retrieval agent.Agent Name
A descriptive name, e.g. “Patient Intake”, “Lead Qualification”, or “Event Registration”.Welcome Message
The first sentence when answering. Let the caller know you’ll be asking a few questions.Voice
Choose your agent’s voice. Use the play button for a preview.Questions & Email
Define the questions your agent asks callers, and where to send the results.How It Works
You define the exact questions the agent should ask. During a call, the agent will:1
Ask questions
Ask each question one at a time in a natural, conversational way
2
Confirm
Confirm each answer before moving on
3
Summarize
Summarize all answers at the end of the call
4
Send report
Send a structured report to your email
Writing Good Questions
- Be specific — “What is your annual revenue?” works better than “Tell me about your company”
- Keep it simple — One question per line, easy to answer in a sentence
- Use natural language — Write as you’d ask in person
- Order matters — Start with easy questions (name, company) before diving deeper