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Voice Agent Discovery and Onboarding

Complete the discovery form and let VanRan Communications configure an AI voice agent built around your specific environment, objectives, and customer experience standards

Every Deployment Starts With Discovery

"*" indicates required fields

Customer Information

Company Name*

Primary Contact*

Title*

Email*

Phone*

Website*

Project Sponsor*

Technical Contact (if different)*

Current Environment

Existing Phone System*

Avaya

Cisco

Microsoft Teams

Zoom Phone

RingCentral

Five9

Genesys

Other

Current Carrier(s)*

AT&T

Verizon

Lumen

Bandwidth

SIPPIO

Other

If "Other" on Existing Phone System was selected, please specify:

If "Other" on Current Carrier(s) was selected, please specify:

Current Phone Numbers Used by the AI

List all DIDs/Toll-Free Numbers*

Estimated Monthly Call Volume

Inbound Calls Per Month*

Outbound Calls Per Month*

Peak Concurrent Calls*

Average Call Duration*

AI Voice Agent Use Cases

Select all that apply:*

General Receptionist

Customer Service

Call Routing

Appointment Scheduling

Lead Qualification

FAQ Automation

After-Hours Support

Help Desk

Internal Employee Support

Order Status

Payment Processing

Survey Collection

Other

If "Other" on AI Voice Agent Use Cases was selected, please specify:

Describe the primary business problem you are trying to solve.*

Call Flow Requirements

How should callers be greeted?*

What information should the AI collect?*

Name

Phone Number

Email

Company Name

Account Number

Ticket Number

Service Request

Other

What actions should the AI perform?*

Answer Questions

Transfer Calls

Create Tickets

Schedule Meetings

Send SMS

Send Email

Update CRM Records

Generate Case Numbers

Other

If "Other" on What information should the AI collect? was selected, please specify:

If "Other" on What actions should the AI perform? was selected, please specify:

Frequently Asked Questions

Please provide your most common customer questions and answers.

Question 1:

Answer 1:

Question 2:

Answer 2:

Question 3:

Answer 3:

Question 4:

Answer 4:

Transfer & Escalation Rules

When should the AI transfer to a live person?*

Caller Requests Agent

Existing Customer Issue

Billing Inquiry

Technical Support

VIP Customer

Complaint

Other

If "Other" on When should the AI transfer to a live person? was selected, please specify:

Transfer Destinations

Department*

Department Phone Number*

Business Hours*

Backup Contact*

Backup Contact Phone Number*

Business Hours

Regular Business Hours*

After Hours Handling*

Voicemail

AI Continues Assisting

Emergency Escalation

On-Call Transfer

Integrations

Select all systems that require integration:*

Salesforce

HubSpot

Dynamics 365

ServiceNow

Zendesk

Five9

Microsoft Teams

Outlook

Google Workspace

Custom API

Other

If "Other" on Select all systems that require integration: was selected, please specify:

Compliance & Security

Do calls need to be recorded?*

Yes

No

Industry Requirements*

HIPAA

PCI

CJIS

SOC2

Other

If "Other" on Industry Requirements was selected, please specify:

Special Compliance Instructions*

AI Personality & Branding

Preferred AI Name*

Preferred Voice*

Male

Female

No Preference

Tone*

Professional

Friendly

Executive

Technical

Hospitality

Other

If "Other" on Tone was selected, please specify:

Success Metrics

How will success be measured?

Reduced Hold Times

Increased Self-Service

Improved Customer Satisfaction

More Qualified Leads

Reduced Staffing Requirements

Faster Call Resolution

Increased Appointment Volume

Other

If "Other" on How will success be measured? was selected, please specify:

Additional Notes

Please provide any scripts, call flows, IVR menus, FAQs, SOPs, or documentation that will help train the AI Voice Agent.

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Professional Services

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2939 Pacific Drive,
Norcross, GA 30071

info@vanran.com

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