Questions [User Requirement]

1. Company & Contact Information

Company Name:

Industry:

Location:

Website:

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2. Decision Makers & Influencers

Name:

Designation:

Department:

Email:

Phone Number:

LinkedIn (optional):

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3. Current Setup & Challenges

What tools or processes do you currently use for customer support and information retrieval?

What ERP/MES/SCADA or other systems are currently used (if any)?

Is there a Knowledge Base or FAQ system already in place?

What is the average number of customer inquiries per day?

Internal team size (Customer Support / IT / HR / Sales)?

Describe your current manufacturing or operational workflow:

What are the major pain points in your current setup? ☐ Delayed responses ☐ Repetitive queries ☐ Lack of automation ☐ Language barriers ☐ Search inefficiencies ☐ Poor documentation access

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4. AI Readiness & Understanding

Have you used AI/ML or AI agents before? (Yes / No / Piloting)

If yes, what platforms or vendors have you tried?

What kind of data is available in your system? (e.g., Sensors, PLCs, IoT, ERP Logs)

How comfortable is your team with adopting AI-based automation? (Low / Medium / High)

Who will be responsible for evaluating AI-based tools internally?

Do you have in-house AI/ML experts, or would you need full support from our team?

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5. AI Use Cases & Feature Requirements

Which areas would you like AI to optimize? (Check all that apply) ☐ Predictive Maintenance ☐ Quality Control ☐ Supply Chain Optimization ☐ Production Line Efficiency ☐ Defect Detection ☐ Energy Consumption Optimization ☐ Customer Support ☐ Internal Employee Helpdesk ☐ Sales Enablement ☐ HR Automation ☐ IT Service Desk ☐ Knowledge Retrieval ☐ Other (please specify):

Do you require real-time monitoring and alerts? (Yes/No)

Expected number of users/seats:

Languages required for communication:

Need for multi-lingual support? ✅ / ❌

Preferred deployment model: Cloud / On-Prem / Hybrid

Key features required (select all that apply): ☐ AI Search ☐ Multi-language Interface ☐ Role-based Access Control ☐ Real-time Data Insights ☐ API Integrations

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6. Security & Compliance

Are there any regulatory frameworks you must comply with? (e.g., GDPR, HIPAA, ISO 27001)

Preferred data security standards (e.g., ISO, SOC 2)?

Data retention policy requirements:

Do you require: ☐ SSO Integration (Okta, AD, etc.) ☐ End-to-End Encryption ☐ Role-Based Access Control (RBAC)

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7. Integration & Customization

Which platforms should the AI integrate with?

Any specific workflows or automations to build?

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8. KPIs & Success Metrics

What metrics would define success for the AI agent? ☐ First Response Time ☐ Resolution Rate ☐ User Satisfaction (CSAT) ☐ Reduction in Human Involvement ☐ Time Saved per Task

What key performance indicators (KPIs) will you use to measure success?

What are your automation goals? ☐ Reducing manual workload ☐ Reducing human errors ☐ Improving internal communication ☐ Scaling customer support without hiring

Do you have any existing datasets for training AI models?

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9. Budget & Timeline

Is there a defined budget for this project? Yes / No / Not Sure

Budget range (Monthly / Annual):

Expected implementation timeline:

Are any internal or external approvals required?

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10. Engagement Status & Next Steps

Has a demo been scheduled? Yes / No → Date:

Interested in a Free Trial or Pilot? ✅ / ❌

POC timeline & scope:

Contract or commercial discussion status:

Decision timeline:

Follow-up date:

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