Thank you for your purchase. Please complete this form so our team can configure your WiBiz AI system accurately for your business. This takes about 10-15 minutes.
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Your AI build starts after this form is completed.
The details you provide here will be used by our team to set up your AI, workflows, responses, and customer journey correctly.
Step 1of 13
Plan Confirmation
This is the plan on your order. It is not editable here - if it looks wrong, contact us before continuing rather than after your build starts.
Operating Market
Your market is set from the link you were sent. Only change this if it does not match where your business operates.
Your Plan
⚠️
We could not confirm your plan from this link. Rather than guess, please contact support@wibiz.ai with your order confirmation so we can send you a corrected link. Continuing is disabled until this is resolved.
LITE
✓ WhatsApp channel ✓ SMS/webchat channel ✓ AI auto-responses ✓ Day 3 follow-up ✓ 1 escalation contact ✓ Vertical basics
✓ All Standard features ✓ Voice channel (AI calls) ✓ Email sequences ✓ Instagram & Facebook DM ✓ Lead scoring, compliance pack
⚠ We do not have a confirmed plan for this order. Please contact support before continuing.
Primary Account Holder
Used for billing, system access, and escalation. This is not the same as your escalation contacts.
Full name is required.
A valid email address is required.
WhatsApp-enabled preferred. Include country code.
Mobile number with country code is required.
State is required.
Business Identity
This section configures your AI. All fields should be completed - missing answers will delay your setup.
Basic Information
Business name is required.
This determines which industry module appears later.
Please select your industry.
Operating market is required.
Timezone is required.
Business address is required.
City is required.
State or region is required.
Postal code is required.
Country is required.
Website URL is required.
Core Services & Products
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This is the single most important field - it trains your AI's knowledge base.
Core services description is required.
If text is not the fastest way to explain it, upload a screenshot of your current system, a voice note, or a reference document instead. Images (PNG/JPG/WEBP), voice notes (MP3/M4A/WAV/OGG/WEBM/AAC), or documents (PDF/DOCX/TXT) - max 10MB per file, up to 5 files.
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Click to upload or drag and drop Screenshot, voice note, or document - max 10MB per file
Business Structure
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Why we ask this. Your plan is built for a specific number of legal entities and trading locations. If that has changed since you purchased, we need to know now rather than after the build starts.
Counted from business registration, not from branding. Three shops under one company is one entity.
Number of legal entities is required.
One trading address counts as one location, regardless of entity.
Number of trading locations is required.
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A quick pause before we go further.Your plan covers one entity and one location. What you have told us needs more than that. Nothing has been decided and nothing has been built yet. Finish the rest of this form if you like - a member of our team will call you within one business day to confirm the right setup before any build work begins.
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A quick pause before we go further. Clinics and legal or financial practices carry a regulatory compliance pack that is only available on Pro. Your current plan does not include it. Nothing has been decided and nothing has been built yet. Finish the rest of this form if you like - a member of our compliance team will call you within one business day to confirm the right setup before any build work begins.
Existing Tools & Integrations
List the platforms your business currently uses. Required for integration scoping before your build begins.
Operating Hours
Your AI uses these hours to determine when to send after-hours responses.
Operating days are required.
Opening time is required.
Closing time is required.
⚠ Closing time must be later than opening time.
Brand & AI Identity
This defines how your AI communicates with your customers.
Brand voice is required.
The name your AI introduces itself as to customers.
AI identity name is required.
Please describe your brand voice.
At least one language is required.
Please select an option.
Please specify the applicable regulation.
⚠ PDPA / GDPR confirmation is required.
⚠ Privacy compliance confirmation is required.
Branding Guidelines & Logo
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Why we ask for this. Your logo and brand guidelines are used to build your Command Center dashboard and branded landing pages, matching your real colors, fonts, and logo instead of a generic template. Available on every plan, and both are optional.
PNG, JPG, or WEBP - max 10MB per file, up to 5 files. Upload your primary logo. If you have variants (light background, dark background, icon-only), add those too - a transparent PNG works best for us to place on your landing pages.
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Click to upload or drag and drop PNG, JPG, WEBP - max 10MB per file
PDF, DOCX, PNG, or JPG - max 10MB per file, up to 5 files. Your brand style guide, if you have one - approved colors, fonts, tone of voice, logo usage rules. Don't have a formal one yet? Skip this, our team will match your brand from your logo and website instead.
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Click to upload or drag and drop PDF, DOCX, PNG, JPG - max 10MB per file
Escalation Contacts
These contacts receive alerts when your AI escalates a conversation to a human. WhatsApp is primary - email is the fallback.
These contacts receive alerts when your AI escalates a conversation to a human. SMS is primary - email is the fallback.
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Contact 1 is required before build can commence. Incomplete Contact 1 details will delay your build commencement.
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Contact 1 is the only required contact. Contact 2 is strongly recommended for coverage redundancy. Contact 3 is optional backup.
Contact 1 Required
Contact 1 name is required.
Contact 1 role is required.
Contact 1 WhatsApp number is required.
WhatsApp is not offered to US clients; this is the number escalation alerts text instead.
Contact 1 SMS number is required.
Contact 1 email is required.
Contact 2 Recommended
Contact 3 Optional
AI Behaviour
Define how your AI communicates and what it will and will not discuss. Gaps here produce a generic-sounding AI.
Phrases AI Must Never Say
e.g. competitor names, pricing guarantees, internal terms. Leave blank if none.
Competitor Suppression
Your AI will never mention, compare against, or recommend these names.
Primary Enquiry Types
At least 2 enquiry types are required.
Enquiry type 2 is required.
Tone Examples
FAQ Document Upload
Accepted formats: PDF, DOCX, TXT - max 10MB per file.
Don't have a FAQ doc yet? Skip this - your WiBiz team will build one from your core services description.
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Click to upload or drag and drop PDF, DOCX, TXT - max 10MB per file
Service Requirements
These questions are about your business, not your plan. We ask everyone the same thing, whatever you signed up for.
Bookings
Please select an option.
Please select an option.
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You told us customers book time with you.
✓ Noted - carried through to your build brief.
Payments
Please select an option.
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You told us you take payments.
✓ Noted - carried through to your build brief.
Lead Tracking
Please select an option.
⏸️
You told us you want lead-stage tracking.
✓ Noted - carried through to your build brief.
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A quick pause before we go further. You told us about a tool you already use, and your plan does not include connecting to an outside system. Nothing has been decided and nothing has been built yet. Finish the rest of this form if you like - a member of our team will call you within one business day for a quick feasibility check before any build work begins.
Lite Plan - Channel Setup
Configure your WhatsApp channel and confirm your automation settings.
Configure your SMS/webchat channel and confirm your automation settings.
WhatsApp Channel
The number your WiBiz assistant will be connected to. Include country code.
WhatsApp business number is required.
SMS Channel
The number your WiBiz assistant will be connected to. WhatsApp is not offered to US clients; this is the number automation runs on instead. Include country code.
Business SMS number is required.
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A2P 10DLC Required Your US phone number must be registered under the A2P 10DLC framework before SMS automation can go live. Your WiBiz team will handle registration - please have your EIN ready.
Message sent to customers who contact you outside business hours.
After-hours message is required.
Automation Acknowledgements
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All three acknowledgements below are required for Lite plan activation.
⚠ All three acknowledgements must be ticked to continue.
Email address used to access your WiBiz dashboard.
CRM access email is required.
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Want bookings, payments, and web chat? That is part of Standard, wired against a live calendar and payment platform. Talk to us about upgrading
Plan Confirmation & Authorisation
Full name is required.
Date is required.
Typing your name constitutes a legally binding electronic signature.
Signature is required.
⚠ You must agree to the Terms of Service to continue.
Standard Plan - Channel Setup
Configure WhatsApp, web chat, bookings, payments, follow-up sequences, and your CRM pipeline.
Configure SMS, web chat, bookings, payments, follow-up sequences, and your CRM pipeline.
WhatsApp & Web Chat
WhatsApp business number is required.
SMS & Web Chat
WhatsApp is not offered to US clients; this is the number automation runs on instead.
Business SMS number is required.
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A2P 10DLC Required (US) SMS automation requires A2P 10DLC registration. Your WiBiz team will initiate this. Please have your EIN ready.
At least one page URL is required for web chat.
Please select an option.
After-hours message is required.
Booking & Calendar
Calendar platform is required.
Calendar account email is required.
How many staff / rooms / assets can be booked simultaneously?
Calendar resources are required.
Booking confirmation message is required.
24-hour reminder message is required.
Payments & Deposits
Payment platform is required.
Payment account email is required.
Please select an option.
Deposit amount is required.
Deposit timing is required.
Refund / cancellation policy is required.
Lead Follow-Up Sequence
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These messages are sent via WhatsApp to leads who have not responded.
Day 3 follow-up message is required.
Day 5 follow-up message is required.
Day 7 follow-up message is required.
CRM Pipeline Stages
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Define your pipeline stages. These will be built as custom stages in your CRM dashboard.
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Stage 1 is required.
2
Stage 2 is required.
3
Stage 3 is required.
4
Stage 4 is required.
5
Win stage is required.
6
Loss stage is required.
CRM Access
CRM access email is required.
Plan Confirmation & Authorisation
Full name is required.
Date is required.
Typing your name constitutes a legally binding electronic signature.
Signature is required.
⚠ You must agree to the Terms of Service to continue.
Pro Plan - Advanced Channels
Configure voice, email, social DM, lead scoring, compliance, and automation integrations.
Voice Channel
Please select an option.
Inbound phone number is required.
Must include your business name and AI identity name. Minimum 20 characters.
Greeting script is required (minimum 20 characters).
ElevenLabs Voice ID is required for custom voice.
Please select call handling method.
Email Channel
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DNS records required before email activation. SPF, DKIM, and DMARC must be in place. Your IT provider or domain registrar can confirm.
Email domain is required.
From name is required.
From email address is required.
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One or more DNS records are unticked. Email activation will be held until your DNS records are confirmed.
Social DM Channels
Returning Customer Treatment
Please select an option.
Email Sequences
5-part welcome email sequence. Upload your content as PDF or Word doc.
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Click to upload onboarding sequence PDF or DOCX - max 10MB
14-part re-engagement sequence. Upload your content as PDF or Word doc.
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Click to upload re-engagement sequence PDF or DOCX - max 10MB
WhatsApp Re-Engagement
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These messages are sent to customers who have gone silent. All fields optional - leave blank to skip any message.
Lead Scoring
Please select an option.
Leads scoring above this number trigger a human alert.
Score threshold is required.
Alert contact name is required.
Alert contact role is required.
Alert contact mobile is required.
Compliance & Legal
Disclaimer language is required.
Data region is required.
Privacy policy URL is required.
Terms of Service URL is required.
Automation Integrations
Please select an option.
Webhook URL is required.
Scenario name is required.
Integration purpose is required.
Pro Plan Confirmation & Authorisation
Full name is required.
Date is required.
Typing your name constitutes a legally binding electronic signature.
Signature is required.
⚠ You must agree to the Terms of Service to continue.
Restaurant & F&B Setup
Complete your restaurant-specific configuration.
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Allergen responses carry serious liability. Your AI will never guarantee allergen-free dishes. Every tier escalates allergy questions to a human by default.
Cuisine type is required.
Please select an option.
Deposit amount is required.
No-show policy is required.
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Your plan escalates every allergy and dietary question straight to your team - this is included at every tier. A custom, AI-stated allergen and cross-contamination policy is part of Pro's compliance pack.
Allergy policy is required.
AI will direct all allergy and dietary enquiries to this number directly.
Allergen escalation number is required.
Please select an option.
List all menu URLs - one per line with label.
At least one menu URL is required.
Clinic & Medical Practice Setup
Configure your clinical AI settings. Medical queries are never triaged over AI - your system will always route health questions to a human.
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HSKD Vertical - Medical. Your AI will never triage symptoms, diagnose conditions, or provide medical advice. Emergency responses must reference 995 or A&E.
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US Healthcare - HIPAA Compliance Required. Your AI will never triage symptoms or provide medical advice. Emergency responses must reference 911. A HIPAA BAA must be signed before go-live.
⚠ HIPAA BAA acknowledgement is required for US healthcare builds.
Specialties are required.
Include name, qualifications, and specialty for each practitioner.
US: NPI (National Provider Identifier) numbers are required for each practitioner.
Practitioner roster is required.
Insurance & Federal Programs
Insurance panels are required.
Insurance and Medisave information is required.
Appointment durations are required.
Must include reference to 995 or A&E. This is a hard requirement.
Emergency message must include "995" or "A&E".
Must include reference to 911 or ER/Emergency Room. Hard requirement.
Emergency message must include "911" or "ER".
Please select an option.
AI will ask these questions before offering booking slots. Max 5 questions recommended.
Triage questions are required when triage is activated.
Medical disclaimer is required.
Please select a pricing policy.
Referral intake process is required.
Please select an option.
Patient consent statement is required.
Real Estate Agency Setup
Configure your AI for property enquiries, lead qualification, and agent routing.
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HSKD Vertical - Real Estate. Your AI will never quote prices, interpret contracts, or provide property valuations.
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US Real Estate - NAR Compliance Required. NAR Fair Housing Act compliance and the August 2024 buyer agent commission settlement disclosure are mandatory.
CEA licence number is required.
Agent count is required.
State licence number is required.
Agent count is required.
Licensed state(s) are required.
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NAR Settlement Disclosure (August 2024) Under the August 2024 NAR settlement, buyer agent compensation must be transparent and negotiated separately. Your AI will not quote buyer agent commission rates.
At least one service must be selected.
Agent roster is required.
Commission policy is required.
AI will direct enquiries about specific listings to this URL.
AI asks these before scheduling property viewings.
Viewing qualification questions are required.
Please select a lead action.
Lead type priority is required.
Areas covered are required.
Spa & Wellness Setup
Configure your treatment menu, booking rules, therapist preferences, and health contraindications.
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US Spa Licensing Massage therapists and cosmetologists must hold valid state licences. Please include licence numbers in the therapist roster below.
Service menu URL is required.
Treatment room count is required.
Therapist names are required.
Please select a therapist request policy.
AI will ask about contraindications before confirming bookings for relevant treatments.
Contraindications are required.
Please select an option.
Patch test detail is required.
Please select an option.
Deposit amount is required.
Deposit timing is required.
Cancellation policy is required.
Gym & Fitness Studio Setup
Configure your membership tiers, class schedule, trainer roster, and cancellation rules.
Facility type is required.
Membership tiers are required.
Class schedule URL is required.
Trainer roster is required.
Cancellation window is required.
Please select an option.
Trial offer detail is required.
Trial eligibility is required.
Injury / liability waiver policy is required.
Legal / Financial Services Setup
Configure your AI for qualified enquiry routing. AI will never provide legal or financial advice.
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HSKD Vertical - Legal / Financial. Your AI will never provide legal advice, financial advice, or investment recommendations.
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Tajudin Ruling - Compliance Required Under the Tajudin ruling, your AI must never provide legal advice, interpret legislation, or opine on legal outcomes. All substantive legal queries must be routed to a qualified practitioner without delay.
⚠ Tajudin compliance acknowledgement is required before your build can proceed.
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US AI Legal Disclaimer - Required Your AI must make clear that: (1) no attorney-client relationship is formed through this chat, (2) information provided is general only and does not constitute legal advice, and (3) users should consult a licensed attorney in their state for advice specific to their situation.
⚠ US AI disclaimer acknowledgement is required before your build can proceed.
Practice areas are required.
Practitioners and qualifications are required.
Regulatory body and licence numbers are required.
State bar / regulatory body and licence numbers are required.
State bar number is required.
The legal jurisdiction(s) your practice operates in. Your AI will not apply law from any other jurisdiction.
Jurisdiction is required.
Disclaimer text is required.
Please select a booking method.
AI asks these before routing or booking. Max 5 questions recommended.
Intake questions are required.
Conflict check process is required.
Please select a fee policy.
Business-Specific Setup
Provide additional context to complete your AI build. These details go directly into your knowledge base.
Primary product or service is required.
Please select an engagement type.
Pricing structure is required.
Key policies are required.
Your AI will reference these when customers ask why they should choose you.
Unique selling points are required.
Review & Submit
Review your submission before sending. Use the Edit buttons to go back and change any section.
ℹ️
Once submitted, your build is queued. Your WiBiz team will contact you within 1 business day to confirm receipt and setup fee payment.
⏸️
Before this goes to build:
Plan & Market
Account Holder
Business Identity
Operating Hours
Brand & AI Identity
Escalation Contacts
AI Behaviour
Service Requirements
Channel Setup
Vertical Module
✅
Ready to submit. By clicking Submit below, you confirm all information provided is accurate and authorise WiBiz to commence your build.
✓
Your setup details have been sent.
Your onboarding details have been sent to the WiBiz Development Team. Your personalized Custom Command Center is usually prepared within 2-3 days based on the information you submitted.
WBZ-000000
You will receive a separate email containing your Command Center access once it is ready.
Questions or clarifications? Email support@wibiz.ai.
