What's your main reason for wanting this automation?

How many customers do you serve per month now, and where do you want to be in 1-2 years?

When do you need this completed?

As soon as possible, 1-2 weeksWithin 3-4 weeksWithin 1-2 monthsNo rush, we have time

What specific tasks take up too much of your time? (e.g., 'Answering the same questions over and over', 'Scheduling appointments', 'Processing orders manually', 'Sending quotes', 'Confirming reservations', etc.)

How do you handle these tasks now?

Completely by handUsing some tools, but still lots of manual workMostly automated, just need improvements

What should make the system start working?

What should the automation create or send? Check all that apply

What tools do you use to run your business? Check all that apply

Email (Gmail, Outlook, etc.)Messaging app (WhatsApp, Telegram, SMS, etc.)Social media (Facebook, Instagram, TikTok, etc.)Booking/scheduling software (Google Calendar, Calendly, etc.)Customer Relationship Management - CRM (Zoho, HubSpot, Monday, etc)Payment processing (PayPal, Stripe, Square, etc.)Backend as a Service - BaaS (Firebase, AWS Amplify, Supabase, etc.)Other

What do customers usually contact you about? (e.g., 'Booking appointments,' 'Asking about prices,' 'Checking order status', etc.)

Do you serve customers in different languages?

English onlySpanish onlySpanish and EnglishOther languages

What type of information will the system process? Check all that apply

About how many customer interactions do you have per month? (e.g., 'Messages sent and received', 'Calls received and made', 'Emails received and sent', 'Orders received and made', 'Reservations received and made', etc.)

Under 500500-5,0005,000+10,000+

Would you prefer to start with a specific section/block and add features later, or build everything at once?

Start with basics, then add features over timeBuild the complete solution from the start

Is there anything else about your business that would help us on the design of the project? (optional)

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