chatbot-client-intake — Eclipse Sites

01 Business basics

Business name *

Your name *

Email address *

Phone number

Website URL

Business address Street, city, state, zip — include all locations if multiple

Business hours List each day or range, e.g. Mon–Fri 9am–6pm, Sat 10am–4pm, Closed Sunday

In 2–3 sentences, describe what your business does This becomes the chatbot's opening "About Us" — write it how you'd say it to a customer

02 Services & pricing

List your main services or products Include a short description and price (or price range) for each.

Any services or prices you do NOT want the chatbot to discuss? Leave blank if none

03 Frequently asked questions

List the questions customers ask most — and your ideal answers Aim for at least 8–10. The more you add, the smarter your chatbot.

04 Chatbot personality & behavior

What should the chatbot be called? A name makes it feel more personal.

What tone should it use?

Friendly Warm, approachable, conversational Professional Polished, clear, business-formal Casual Laid-back, relaxed, like a friend

What greeting should it open with? This is the first message visitors see.

What topics should the chatbot NEVER try to answer? Anything it should hand off to you directly

What should it say when it doesn't know something? Or leave blank and we'll write a graceful fallback for you

05 Handoff & contact info

Primary contact method the chatbot should refer customers to Select all that apply

Contact phone number

Contact email address

Booking / scheduling link Calendly, Acuity, or any booking tool

Any other links the chatbot should share? e.g. menu, portfolio, reviews page, social media

06 Lead capture preferences

Should the chatbot collect visitor contact info before answering?

Yes — collect name & email first No — answer first, capture later

What info do you want captured from leads? Select all you'd like the chatbot to collect

Name Email Phone Service interest

Where should lead notifications go? We'll route leads here when the chatbot collects them

07 Anything else

Anything your chatbot should always or never say? Brand phrases, disclaimers, active promotions

Do you have any existing documents we should pull from? Menu PDF, service brochure, FAQ page URL — paste links or note what you'll send

Any other notes, questions, or requests for us?

Your answers are sent directly to the Eclipse Sites team. We'll have your chatbot ready for review within 3–5 business days.

AI Chatbot
Client Intake