Sierra · Website Chatbot Setup · Growth Website Chatbot

Give Sierra the information to speak for your business.

This form helps us configure your website chatbot with approved business information, customer questions, lead-capture rules, and a clear human handoff.

Website chatbot only · No voice agent included

01 · Your business

Tell us who Sierra will represent.

Business name *

Industry

Your name *

Email *

Phone

Business website

You can enter the address with or without the beginning web prefix.

Business hours

Service area

02 · What Sierra should know

Use approved information. You may paste text or provide links to documents.

Products or services *

Frequently asked questions and approved answers *

Prices, packages, promotions, or estimates

Policies and important limits

Links to approved documents or pages

03 · How Sierra should respond

Set the boundaries for the customer experience.

Preferred tone *

Website chatbot plan *

What customer details should Sierra collect?

When should Sierra hand the conversation to a person?

Who should receive escalated enquiries? *

04 · Client experience goals

Tell us how Sierra should support your customers.

Primary chatbot goal *

Preferred greeting

Main call to action

Where should new leads go?

What should Sierra say when it cannot answer?

Brand assets or setup notes

05 · Growth features

These details help us prepare booking, follow-up, CRM, and reporting.

Booking or calendar platform

Appointment types and duration

Booking rules

Who receives booking alerts?

Follow-up timing

Number of follow-ups

Follow-up channels

When should follow-ups stop?

CRM platform

CRM administrator or developer

CRM pipeline and fields

Bi-weekly report recipients and delivery

Report delivery method

Metrics you want reported

06 · Installation and approval

This helps us prepare the launch.

Website platform *

Who manages the website?

Preferred installation method

Staging website available?

Desired launch date

Installation details or restrictions

I confirm that I am authorised to provide this business information, and I understand that the chatbot configuration, agreement, and required down payment must be approved before implementation begins. I understand that my business is responsible for reviewing Sierra’s answers and keeping prices, policies, and business information accurate.

We will review your information and contact you with the next step.

Information received

We have your setup details.

We will review the information, confirm the scope, and contact you about the agreement, down payment, and implementation steps.

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