Voice Bot Requirement Gathering

Use this discovery form during client workshops to capture every key decision needed to scope an AI voice bot engagement.

1. Client Information
2. Use Case Details
3. Line of Business (LOB)
4. Customer Persona

Customer Type:

5. Languages & Tone

Select all languages to launch with:

6. Volume Expectations
7. Call Flow Design

Bot actions needed:

8. Integrations

Systems to integrate:

9. Data Requirements
10. Compliance & Governance
11. Escalation & Human Handoff
12. Reporting & Analytics
13. Success Criteria
14. Timeline
15. Additional Notes