Services

AI Receptionist Setup Questionnaire

Before you start

This takes about 10 to 15 minutes. Your answers are what your chat assistant will know about your business, so short and accurate is better than long.

  • We only need business details. Please don't send us your home address, personal phone number, date of birth, ID, or any card or bank details.
  • We never ask for passwords. Not for your website, your chat tool, your email or anything else. If anyone asks for one in our name, it isn't us.
  • "Chat assistant" means the chat box in the corner of your website that answers customers' questions. It's powered by AI: a computer program that writes answers from the information you give us here.
  • Not sure about a question? Skip it, or email hello@techcheatcodes.com.

Questions marked (required) need an answer, and so does question 11 or 12. Everything else is optional.

1. About your business

For example: "Hair salon for cuts, color and blowouts" or "Mobile dog grooming"

For example: "Easton, PA" or "Anywhere within 20 miles of Bethlehem"

We'll send your setup and all updates here. Please use your business's email, not a personal one.

For example: www.yourbusiness.com

2. Your chat tool

The chat tool is the free service your chat assistant runs on. The account is yours, in your business's name. We never log into your website, and we never need your password.

6. Which chat tool did you pick? (required)

Not sure? Pick tawk.to.

7. Have you invited us? (required)

We can't start building until your invite arrives.

How to invite us on tawk.to (on a computer):

  1. Create a free account at tawk.to in your business's name, if you haven't yet.
  2. Log in and pick your website (tawk.to calls it a "property").
  3. Click Administration on the left, then Property Members.
  4. Click Invite Member, type hello@techcheatcodes.com, and set the Role to Admin. (tawk.to only lets Admins set up the AI assistant.)
  5. Click Send Invitation.

How to invite us on Botpress (on a computer):

  1. Create a free account at botpress.com in your business's name, if you haven't yet.
  2. Go to your workspace Settings, then Members.
  3. Invite hello@techcheatcodes.com. Botpress gives every invite the Administrator role.

Removing us later: you can remove us at any time, and we suggest you do once you're happy with your assistant. On tawk.to: Administration > Property Members, select us, then Delete. On Botpress: Settings > Members, then remove us.

3. Your hours

For example: "Tue–Fri 9 am–6 pm, Sat 9 am–3 pm, closed Sun and Mon"

For example: "Closed Dec 24–26" or "Closed the first week of July"

For example: "Our Instagram" or "Call us"

4. How people book

The web address customers use to book, for example from Square, Vagaro, Booksy or Calendly

For example: "Call 610-555-0100" or "Walk-ins only". Please give your business phone number, not a personal one.

Your answer to 11 or 12 is required. The chat assistant can't make bookings itself. It points people to your link or tells them how to book.

5. Common questions and answers

Aim for 5 to 15. Only include what you're happy for the chat to say to anyone who visits your website.

Some ideas to cover:

  • Prices: your main services and what they cost, or "Prices start at…"
  • Services: what you offer, and what you don't
  • Location: where customers find you. A shop or studio can give its address. Work from home or travel to customers? Give your town or area (no street address needed).
  • Parking: where to park, and whether it's free
  • Cancellations: how much notice you need, and any fee
  • Payment: which ways people can pay (cash, card and so on)
  • Anything else people ask all the time: first visits, kids, pets, gift cards, how long things take

Example: "Do you take walk-ins? Yes, when we have a free chair. Booking ahead is best on Saturdays."

For example: "Call us at 610-555-0100" or "Email hello@yourbusiness.com"

6. What the chat should never say

For example: "Never promise a same-day appointment", "Don't quote prices for color, say it needs a consultation" or "Don't give medical advice"

Every assistant we set up is already told not to make bookings, take payments, or promise anything on your behalf.

7. Tone

16. How should the chat and your review replies sound? (required)

For example: "We sign off with 'See you soon!'" or "Say 'stylist', not 'hairdresser'"

8. Your reviews (optional)

We write 20 ready-to-use review replies for you.

Paste up to 20 of them below: the review text and star rating only. Please leave out reviewers' names, emails, phone numbers or other contact details. Where a reply should greet someone by name, we'll write [Name] so you can fill it in.

If you skip this, or paste fewer than 20, we'll write reusable replies for common kinds of review: 5-star praise, a complaint, a rating with no text, a mixed review, a question left as a review, and so on.

9. Anything else

10. Confirm and send

Good to know:

  • Timeline: your setup is ready within 3 business days (Monday to Friday, ET, not counting US federal holidays) after we have both your payment and this form. If the chat tool invite hasn't arrived yet, we'll email you, and the wait for it doesn't count toward the 3 days.
  • Changes: after delivery, you get one round of changes. Send all your edits to the chat answers and the review replies in one email within 14 days.
  • Your information: we use it only for your setup and to email you about it. We don't sell it. The form on our site doesn't keep a copy: your answers come to our inbox, hello@techcheatcodes.com, and we delete them there 30 days after delivery.