Onboarding questionnaire

Tell us how your business runs and how you want to manage it. We use this to set up your operations and your AI agents, so your team can run things from Claude, Telegram or the tools they already use.

About you

So we know who to set things up for.

Your name *

Work email *

Business name *

Website

Your role

WhatsApp / phone

Team size

Your operations

Where you want help first.

Which areas should we set up? *

Which tools do you use today? For example: Zoho Books, Odoo, Xero, Excel, Google Workspace, Microsoft 365, WhatsApp Business, Shopify, HubSpot.

What takes the most time or goes wrong most often? *

What should be true in 90 days?

Your AI agents

How you and your team want to run the business day to day.

We recommend Claude as the main workspace: your team asks questions, gets reports and approves actions in one place, connected to your tools. Telegram or WhatsApp bots work well for quick updates and approvals on the go.

What should the agents do?

Answer questions about the business Daily / weekly reports Alerts when something goes wrong Draft invoices, orders and emails Update CRM and records Approvals on the go

How much should agents do on their own?

Draft, then I approve Act automatically on routine tasks Insights only, no actions

How many people will use the agents?

Do you already have Claude?

Data rules

Data must stay in the UAE Health / patient data Financial / payment data No special rules

Timing

When do you want to start?

Best way to reach you

Anything else we should know?

Fields marked * are required.

Received

Thank you.

We've received your onboarding details and emailed you a copy. We'll reply within one business day with your setup plan and next steps.

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