Executive Suite Request

👋🏾 Welcome to Your AI Employee Setup Request Form

We’re excited to bring your virtual team member to life! This form helps us collect the key details needed to configure and customize your AI Employee inside your B.E. Suite™ account.

🧠 What to Expect:

You’ll be asked for basic info like your business name, services, and how you want the AI to respond.
The more detailed your responses, the better your AI can sound like you and serve your clients.
If anything is unclear, don’t worry — we’ll follow up to clarify before going live.

🛟 Need help while filling this out?

Reach us anytime at [email protected] or

text “executive” to +1 (866) 747-8483.

This Should Take You 10 Min or Less to Complete

Ready To Begin?

Click Next

SECTION 1: The Business Details

Business Name *

Primary Contact Name *

Phone *

Email *

Business Website

Describe Your Business Industry / Niche

SECTION 2: AI Assistant Identity

AI Assistant Name

AI Voice Preference

What's Your Desired Conversation Tone or Brand Style

Greeting Line

What should it never say/do?

Appointment Booking Details

Appointment Booking Rules

Calendar Link(s) For Appointment Booking

Calendar Link 1
Calendar Link 2
Calendar Link 3

CRM & Workflow Connection

Pipeline for New Leads & Contacts

Pipeline Name
Option Pipeline Stage

Tags to Apply After Interaction

Workflow to Trigger (If any)

Assign Lead To (Team Member)

Who Should Get Notification Email/SMS: *

Contact Owner

Admin

Custom (Provide Name and Contact Info)

Custom Notification Details

SECTION 7: Knowledge Base & Scripts

What Are The Top 3 Questions Clients Ask *

Question 1
Question 2
Question 3

Describe the Bot’s Main Objective *

Knowledge Base Links or Docs

Do you have a script, FAQ or brand guide to upload? If So Upload Those Doc's Below

SECTION 8: Final Notes & Confirmation

Any Additional Notes and Instructions? *

Please Sign Below To Confirm Your Submission *

Clear

By submitting this request, I agree to the Terms & Conditions of the Executive Suite™ Services provided by B.E. Suite. I also consent to receive communication related to my request and account.

I acknowledge that the information provided is accurate and complete to the best of my ability. I understand that any updates or changes to this request should be sent to [email protected] and that doing so may delay the progress of my request.