Get Started - TRUE METRICS S.R.L.

1

Company Details

Basic information about your business

All plans

Company / Business Name *

Industry / Type of Business *

Website URL

Contact Person *

Role / Position

Email Address *

Phone Number *

2

Knowledge Base

Information your AI agent will use to answer clients

All plans

How would you like to provide the information?

Option A — I’ll fill in the questions and answers below Option B — Extract information from my website (provide URLs below) Please ensure your website information is up to date before submitting.

Frequently Asked Questions Add your most common client questions and the answers you want the agent to give.

Frequently Asked Question	Desired Answer

3

Data Collection & Delivery

What client data the agent captures and where it goes

All plans

What data should the agent collect from clients?

Full name Phone number Email address Company name Reason for contact / enquiry Other:

Where should collected data be sent?

Email — address: Google Sheets (automated table) Other (CRM etc.):

Confirmation message shown/read to client after data is collected e.g. “Thank you! We’ll be in touch as soon as possible.”

A1

Chat Agent — Profile

Personality and language of your website chat assistant

Chat

Agent Name e.g. Ana, Alex, Emma — or leave blank for no name

Tone of Communication

Formal Semi-formal (recommended) Friendly / Casual

Language

English Romanian Bilingual (EN + RO — agent detects client language)

Words / phrases to avoid (optional)

A2

Chat Agent — What It Does

Select all tasks you want the chat agent to handle

Chat

Answers frequently asked questions (FAQ) Collects visitor contact details (lead generation) Makes appointments / reservations Redirects client to a human when needed Presents services or products Other:

A3

Chat Agent — Escalation & Visual

When a human is needed & how the widget looks

Chat

Can the agent transfer to a human?

Yes No — agent handles all conversations

Brand colour (HEX code)

Widget position on site

Welcome message when chat opens

Chat button label

Logo Please send your logo separately as a PNG or SVG file to office@truedatametrics.com after submitting this form.

B1

Voice Receptionist — Profile

Personality and language of your AI phone receptionist

Voice

Agent Name Recommended: a first name (e.g. Emma, Sarah, James)

Voice Gender

Female (recommended for reception) Male

Tone of Communication

Formal Semi-formal (recommended) Friendly / Warm

Language

English Romanian Bilingual

B2

Phone Number & Business Hours

The agent answers 24/7 but needs your schedule to inform callers correctly

Voice

Phone number the agent will be installed on * Recommended: use your existing business number — callers dial the same number they already know.

Number type

Existing business number (recommended — we configure the redirect) New number (provided by TRUE METRICS)

Business hours (agent answers 24/7 but uses this schedule to inform callers)

Monday – Friday

Saturday

Sunday

Outside business hours the agent will:

Inform the caller that the office is closed and collect their message & contact details Book appointments normally 24/7 (callers can book any time) Answer questions but not take bookings outside business hours

B3

Voice Receptionist — What It Does

Select all tasks for the voice agent

Voice

Answers frequently asked questions (FAQ) Books appointments in your calendar Takes messages and forwards caller details Qualifies leads (records and filters potential clients) Redirects / transfers calls Other:

B4

Voice Receptionist — Call Scenario

How your agent speaks and behaves on calls

Voice

Greeting script * How the agent introduces itself when answering a call. You can edit this freely.

Topics the agent should NOT handle

Business-specific terms or phrases the agent should know

When a caller asks to speak to a person:

Inform them no one is currently available and offer an alternative (email / callback) Transfer the call to: Other:

B5

Calendar & Bookings

Complete only if the voice agent will make appointments — leave blank otherwise

Voice

Calendar system used

Standard appointment duration

Available hours for bookings

Fixed breaks

Maximum days in advance for bookings

Blocked dates / planned closures

★

Additional Notes

Anything else you’d like us to know

Optional

Configuration Form

What are you interested in? *

Form received — thank you!