Complete Your Scale360 Automation Setup

Thank you for your purchase. Please complete this onboarding form so our team can configure your Scale360 automation system accurately.

Your automation setup starts after this form is completed. Our onboarding team will review your details and begin configuring your Scale360 system.

Step 1 of 13

Plan Confirmation

Confirm the Scale360 plan included with your purchase.

✅

Your purchased plan has been detected. This plan has been automatically selected based on your purchase. It cannot be changed here.

Your Scale360 Plan

⚠️

We could not detect your plan from this link. Please select the Scale360 plan you purchased below. If you are not sure which plan you bought, contact support@scale360.wibiz.ai before continuing.

LITE

SMS channel
AI auto-responses
Lead follow-up Day 3
Escalation contacts
Vertical module

Popular

STANDARD

SMS + Web Chat
Bookings and Calendar
Payments and Deposits
Day 3, 5, 7 follow-up
CRM Pipeline stages

PRO

All Standard features
Voice channel
Email sequences
Instagram and Facebook DM
Lead scoring and advanced integrations

Please select a plan to continue.

Primary Account Holder

These details are used for your account access, billing, and support.

First Name *

First name is required.

Last Name *

Last name is required.

Primary Email *

This is the email we will use to contact you about your setup.

A valid email address is required.

Primary Mobile Number *

Your best contact number, including country code (e.g. +1 for US).

Please enter a valid mobile number including country code.

Your Role (optional)

EIN / Business Reg No. (optional)

State *

Please select your state.

Business Identity

This section configures your automation. All fields should be completed - missing answers will delay your setup.

Basic Information

Business Name *

Business name is required.

Industry / Business Type *

This determines which industry module appears later.

Please select your industry.

Operating Market *

Operating market is required.

Timezone *

Timezone is required.

Street Address *

Business address is required.

City *

City is required.

State / Province / Region *

State or region is required.

Postal / ZIP Code *

Postal code is required.

Country *

Country is required.

Website URL *

Website URL is required.

Staff Count / Team Size (optional)

Social Media Handles (optional)

Core Services & Products

Core Services / Products Description *

0 / 500

This is the single most important field - it trains your automation's knowledge base.

Core services description is required.

Show or Tell Us More (optional)

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.

🎙️

Click to upload or drag and drop
Screenshot, voice note, or document - max 10MB per file

Business Structure

🏢

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.

Number of Legal Entities *

Counted from business registration, not from branding. Three shops under one company is one entity.

Number of legal entities is required.

Number of Trading Locations *

One trading address counts as one location, regardless of entity.

Number of trading locations is required.

⏸️

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.

⏸️

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.

Current CRM / Booking System (optional)

Current Payment Platform (optional)

Current Chat / Messaging Tools (optional)

Other Platforms to Integrate (optional)

Operating Hours

Your automation uses these hours to determine when to send after-hours responses.

Operating Days *

Operating days are required.

Public Holidays

Opening Time *

Opening time is required.

Closing Time *

Closing time is required.

After-Hours Definition (optional)

⚠ Closing time must be later than opening time.

Brand & Automation Identity

This defines how your automation communicates with your customers.

Brand Voice *

Brand voice is required.

Automation Assistant Name *

The name your automation introduces itself as to customers.

automation assistant name is required.

Describe Your Brand Voice *

Please describe your brand voice.

Languages to Support *

At least one language is required.

Regulated Environment *

Yes

MAS, MOH, CEA, etc.

HIPAA, state bar, DRE, etc.

No regulatory requirement

Please select an option.

Specify Regulation *

Please specify the applicable regulation.

I confirm this business operates in compliance with PDPA / GDPR as applicable to our operating market.

⚠ PDPA / GDPR confirmation is required.

I confirm this business operates in compliance with HIPAA (if handling health data), CCPA (if operating in California), and all applicable state-level privacy laws.

⚠ Privacy compliance confirmation is required.

I confirm our website includes a "Do Not Sell or Share My Personal Information" link as required by CCPA.

Branding Guidelines & Logo

🎨

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.

Logo Files (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.

🖼️

Click to upload or drag and drop
PNG, JPG, WEBP - max 10MB per file

Brand Guidelines (optional)

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.

📘

Click to upload or drag and drop
PDF, DOCX, PNG, JPG - max 10MB per file

Escalation Contacts

These contacts receive alerts when your automation escalates a conversation to a human. WhatsApp is primary - email is the fallback.

These contacts receive alerts when your automation escalates a conversation to a human. SMS is primary - email is the fallback.

⚠️

Contact 1 is required before build can commence. Incomplete Contact 1 details will delay your build commencement.

ℹ️

Contact 1 is the only required contact. Contact 2 is strongly recommended for coverage redundancy. Contact 3 is optional backup.

Contact 1 Required

Full Name *

Contact 1 name is required.

Role / Responsibility *

Contact 1 role is required.

WhatsApp Number *

Contact 1 WhatsApp number is required.

SMS Number *

WhatsApp is not offered to US clients; this is the number escalation alerts text instead.

Contact 1 SMS number is required.

Email Address *

Contact 1 email is required.

Escalation Coverage Hours (optional)

Contact 2 Recommended

Full Name (optional)

Role / Responsibility (optional)

WhatsApp Number (optional)

SMS Number (optional)

Email Address (optional)

Escalation Coverage Hours (optional)

Contact 3 Optional

Full Name (optional)

Role / Responsibility (optional)

WhatsApp Number (optional)

SMS Number (optional)

Email Address (optional)

Escalation Coverage Hours (optional)

Automation Behavior

Define how your automation 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

Competitor Names to Suppress (optional)

Your automation will never mention, compare against, or recommend these names.

Primary Inquiry Types

Inquiry Type 1 *

At least 2 inquiry types are required.

Inquiry Type 2 *

Inquiry type 2 is required.

Inquiry Type 3 (optional)

Inquiry Type 4 (optional)

Inquiry Type 5 (optional)

Tone Examples

Sample Customer Message #1 (optional)

Your Ideal Automation Response #1 (optional)

Sample Customer Message #2 (optional)

Your Ideal Automation Response #2 (optional)

FAQ Document Upload

Accepted formats: PDF, DOCX, TXT - max 10MB per file.

Don't have a FAQ doc yet? Skip this - your Scale360 team will build one from your core services description.

📄

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

Do customers book time with you - appointments, reservations, tables, or scheduled sessions? *

Yes

Please select an option.

Do you require a deposit or part-payment before a booking is confirmed? *

Yes

Please select an option.

⏸️

You told us customers book time with you.

✓ Noted - carried through to your build brief.

Payments

Do you take payments from customers today, or want Scale360 to send payment links and receipts? *

Yes

Please select an option.

⏸️

You told us you take payments.

✓ Noted - carried through to your build brief.

Lead Tracking

Do you need a CRM pipeline to track leads through stages - e.g. New → Contacted → Won? *

Yes

Please select an option.

⏸️

You told us you want lead-stage tracking.

✓ Noted - carried through to your build brief.

⏸️

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

WhatsApp Business Number *

The number your Scale360 assistant will be connected to. Include country code.

WhatsApp business number is required.

SMS Channel

Business SMS Number *

The number your Scale360 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.

📋

A2P 10DLC Required Your US phone number must be registered under the A2P 10DLC framework before SMS automation can go live. Your Scale360 team will handle registration - please have your EIN ready.

After-Hours Message *

Message sent to customers who contact you outside business hours.

After-hours message is required.

Automation Acknowledgements

ℹ️

All three acknowledgements below are required for Lite plan activation.

I understand my automation will follow up with unresponded leads on Day 3. I understand the automation will escalate using the keywords defined in my escalation contacts. I confirm my CRM access email below is correct and I have the login credentials.

⚠ All three acknowledgements must be ticked to continue.

CRM Access Email *

Email address used to access your Scale360 dashboard.

CRM access email is required.

💡

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 *

Full name is required.

Date *

Date is required.

Signature - type your full name to sign *

Typing your name constitutes a legally binding electronic signature.

Signature is required.

I have read and agree to the Scale360 Terms of Service. I authorize Scale360 to activate my Lite plan automation system.

⚠ 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 *

WhatsApp business number is required.

SMS & Web Chat

Business SMS Number *

WhatsApp is not offered to US clients; this is the number automation runs on instead.

Business SMS number is required.

📋

A2P 10DLC Required (US) SMS automation requires A2P 10DLC registration. Your Scale360 team will initiate this. Please have your EIN ready.

Web Chat Display Pages *

At least one page URL is required for web chat.

Returning Customer Recognition *

Yes - greet returning customers by name

No - treat all customers as new

Please select an option.

After-Hours Message *

After-hours message is required.

Social DM Handles (optional)

Booking & Calendar

Booking Calendar Platform *

Calendar platform is required.

Calendar Account Email *

Calendar account email is required.

Number of Calendar Resources *

How many staff / rooms / assets can be booked simultaneously?

Calendar resources are required.

Booking Confirmation Message *

Booking confirmation message is required.

24-Hour Reminder Message *

24-hour reminder message is required.

Payments & Deposits

Payment Platform *

Payment platform is required.

Payment Account Email *

Payment account email is required.

Deposit Required *

Yes

Please select an option.

Deposit Amount *

Deposit amount is required.

Deposit Timing *

Deposit timing is required.

Refund / Cancellation Policy *

Refund / cancellation policy is required.

Lead Follow-Up Sequence

ℹ️

These messages are sent via WhatsApp to leads who have not responded.

Day 3 Follow-Up Message *

Day 3 follow-up message is required.

Day 5 Follow-Up Message *

Day 5 follow-up message is required.

Day 7 Follow-Up Message *

Day 7 follow-up message is required.

CRM Pipeline Stages

ℹ️

Define your pipeline stages. These will be built as custom stages in your CRM dashboard.

Stage 1 is required.

Stage 2 is required.

Stage 3 is required.

Stage 4 is required.

Win stage is required.

Loss stage is required.

Additional Stages (optional)

CRM Access

CRM Access Email *

CRM access email is required.

Plan Confirmation & Authorisation

Full Name *

Full name is required.

Date *

Date is required.

Signature - type your full name to sign *

Typing your name constitutes a legally binding electronic signature.

Signature is required.

I have read and agree to the Scale360 Terms of Service. I authorize Scale360 to activate my Standard plan automation system.

⚠ 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

Voice Channel Activation *

Yes - activate voice channel

No - skip voice for now

Please select an option.

Inbound Phone Number *

Inbound phone number is required.

Automation Greeting Script *

Must include your business name and automation assistant name. Minimum 20 characters.

Greeting script is required (minimum 20 characters).

Voice Selection *

Standard Voice

Default voice

Custom

Provide Voice ID

ElevenLabs Voice ID *

ElevenLabs Voice ID is required for custom voice.

Inbound Call Handling *

Qualify and transfer to human

Qualify and take message

Qualify and book appointment

Please select call handling method.

Transfer Number (optional)

Email Channel

⚠️

DNS records required before email activation. SPF, DKIM, and DMARC must be in place. Your IT provider or domain registrar can confirm.

Email Domain *

Email domain is required.

From Name *

From name is required.

From Email Address *

From email address is required.

DNS Readiness CheckSPF record is published for this domainDKIM record is published and verified for this domainDMARC record is published for this domain

⚠️

One or more DNS records are unticked. Email activation will be held until your DNS records are confirmed.

Social DM Channels

Instagram Handle (optional)

Facebook Page Name / URL (optional)

Meta Business Manager ID (optional)

Returning Customer Treatment

How should your automation handle returning customers? *

Greet by name and reference their last interaction

Greet by name only - do not reference previous interactions

Treat all customers the same regardless of history

Flag returning VIP customers for human follow-up

Please select an option.

Email Sequences

New Client Onboarding Sequence (optional)

5-part welcome email sequence. Upload your content as PDF or Word doc.

📧

Click to upload onboarding sequence
PDF or DOCX - max 10MB

Re-Engagement Email Sequence (optional)

14-part re-engagement sequence. Upload your content as PDF or Word doc.

🔄

Click to upload re-engagement sequence
PDF or DOCX - max 10MB

WhatsApp Re-Engagement

ℹ️

These messages are sent to customers who have gone silent. All fields optional - leave blank to skip any message.

Day 30 Message (optional)

Day 45 Message (optional)

Day 60 Message (optional)

Day 75 Message (optional)

Day 90 Message - Final Contact (optional)

Lead Scoring

Lead Scoring Activation *

Yes - activate

No - skip

Please select an option.

Score Threshold for Alert *

Leads scoring above this number trigger a human alert.

Score threshold is required.

Alert Contact Name *

Alert contact name is required.

Alert Contact Role *

Alert contact role is required.

Alert Contact Mobile *

Alert contact mobile is required.

Compliance & Legal

AI Disclaimer Language *

Disclaimer language is required.

Data Storage Region *

Data region is required.

Automation Integrations

Connect Automation Integration *

Yes - connect

No - skip

Please select an option.

Webhook URL *

Webhook URL is required.

Scenario / Zap Name *

Scenario name is required.

Integration Purpose *

Integration purpose is required.

Pro Plan Confirmation & Authorisation

I confirm DNS records for my email domain are in place, or I acknowledge email activation will be delayed until they are confirmed.

Full Name *

Full name is required.

Date *

Date is required.

Signature - type your full name to sign *

Typing your name constitutes a legally binding electronic signature.

Signature is required.

I have read and agree to the Scale360 Terms of Service. I authorize Scale360 to activate my Pro plan automation system across all configured channels.

⚠ You must agree to the Terms of Service to continue.

Restaurant & F&B Setup

Complete your restaurant-specific configuration.

⚠️

Allergen responses carry serious liability. Your automation will never guarantee allergen-free dishes. Every tier escalates allergy questions to a human by default.

Cuisine Type *

Cuisine type is required.

Reservation Deposit Required *

Yes

Please select an option.

Deposit Amount *

Deposit amount is required.

No-Show Policy *

No-show policy is required.

ℹ️

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 & Dietary Policy *

Allergy policy is required.

Allergen Escalation Number *

The automation will direct all allergy and dietary inquiries to this number directly.

Allergen escalation number is required.

Cross-Contamination Statements *

Yes - the automation may state cross-contamination risk exists

No - the automation must not make statements about cross-contamination

Escalate to human for all cross-contamination queries

Please select an option.

Menu URLs *

List all menu URLs - one per line with label.

At least one menu URL is required.

Delivery Platforms (optional)

Last Seating Time (optional)

Regular Closed Days (optional)

Halal Certification Body (optional)

Halal Certification (optional)

Clinic & Medical Practice Setup

Configure your clinical automation settings. Medical queries are never triaged over AI - your system will always route health questions to a human.

⚠️

HSKD Vertical - Medical. Your automation will never triage symptoms, diagnose conditions, or provide medical advice. Emergency responses must reference 995 or A&E.

⚠️

US Healthcare - HIPAA Compliance Required. Your automation will never triage symptoms or provide medical advice. Emergency responses must reference 911. A HIPAA BAA must be signed before go-live.

I understand a HIPAA Business Associate Agreement (BAA) must be signed with Scale360 before this system goes live. I authorize Scale360 to send the BAA for signature.

⚠ HIPAA BAA acknowledgement is required for US healthcare builds.

Medical Specialties / Services Offered *

Specialties are required.

Practitioner Roster *

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

Medicare Acceptance *

Yes - accepted

Some providers only

Medicaid Acceptance *

Yes - accepted

Some providers only

Insurance Panels Accepted *

Insurance panels are required.

Co-Pay Information (optional)

Insurance Panels & Medisave Status *

Insurance and Medisave information is required.

Appointment Durations *

Appointment durations are required.

Emergency Redirect Message *

Must include reference to 995 or A&E. This is a hard requirement.

Emergency message must include "995" or "A&E".

Emergency Redirect Message *

Must include reference to 911 or ER/Emergency Room. Hard requirement.

Emergency message must include "911" or "ER".

Pre-Booking Triage *

Yes - collect symptom summary before booking

No - book directly without pre-screening

Please select an option.

Triage Questions *

The automation will ask these questions before offering booking slots. Max 5 questions recommended.

Triage questions are required when triage is activated.

Medical Disclaimer Text *

Medical disclaimer is required.

Pricing Display Policy *

Yes - the automation may mention consultation fees

No - the automation must not discuss pricing

Range only - the automation may give price ranges, not exact figures

Please select a pricing policy.

Referral Intake Process *

Referral intake process is required.

Automation Referral Booking Permission *

Yes - the automation books directly

No - capture and hand off to team

Please select an option.

Patient Data Consent Statement *

Patient consent statement is required.

Real Estate Agency Setup

Configure your automation for property inquiries, lead qualification, and agent routing.

⚠️

HSKD Vertical - Real Estate. Your automation will never quote prices, interpret contracts, or provide property valuations.

⚠️

US Real Estate - NAR Compliance Required. NAR Fair Housing Act compliance and the August 2024 buyer agent commission settlement disclosure are mandatory.

CEA License Number *

CEA license number is required.

Number of Agents *

Agent count is required.

State Real Estate License Number *

State license number is required.

Number of Agents *

Agent count is required.

Licensed State(s) *

Licensed state(s) are required.

I confirm this agency complies with the NAR Fair Housing Act. Our automation will never discriminate based on race, color, religion, sex, national origin, disability, or familial status.

⚖️

NAR Settlement Disclosure (August 2024) Under the August 2024 NAR settlement, buyer agent compensation must be transparent and negotiated separately. Your automation will not quote buyer agent commission rates.

I acknowledge the NAR August 2024 settlement requirements. I confirm our automation will not quote or imply buyer agent commission structures and will direct all commission queries to a licensed agent.

Services Offered *

Residential SalesResidential RentalsCommercialIndustrialNew Launch / New ConstructionProperty Management

At least one service must be selected.

Agent Names & Specialisations *

Agent roster is required.

Commission Policy *

Commission policy is required.

Listing Source URL (optional)

The automation will direct inquiries about specific listings to this URL.

Viewing Qualification Questions *

The automation asks these before scheduling property viewings.

Viewing qualification questions are required.

New Lead First Action *

Qualify via chat then assign to agent

Book viewing consultation directly

Send property shortlist link and follow up

Please select a lead action.

Lead Type Priority *

Lead type priority is required.

Areas / Districts Covered *

Areas covered are required.

Spa & Wellness Setup

Configure your treatment menu, booking rules, therapist preferences, and health contraindications.

📋

US Spa Licensing Massage therapists and cosmetologists must hold valid state licenses. Please include license numbers in the therapist roster below.

Service Menu URL *

Service menu URL is required.

Number of Treatment Rooms *

Treatment room count is required.

Therapist Names *Therapist Names & State License Numbers *

Therapist names are required.

Therapist Request Policy *

Yes - customers may request a specific therapist

No - therapist assigned based on availability

Preference noted but not guaranteed

Please select a therapist request policy.

Health Contraindications *

The automation will ask about contraindications before confirming bookings for relevant treatments.

Contraindications are required.

Patch Test Required *

Yes - for certain treatments

No - not required

Please select an option.

Patch Test Detail *

Patch test detail is required.

Deposit Required *

Yes

Please select an option.

Deposit Amount *

Deposit amount is required.

Deposit Timing *

Deposit timing is required.

Cancellation Policy *

Cancellation policy is required.

Membership / Package Details (optional)

Pre-Arrival Instructions (optional)

Gym & Fitness Studio Setup

Configure your membership tiers, class schedule, trainer roster, and cancellation rules.

Facility Type *

Facility type is required.

Membership Tiers & Pricing *

Membership tiers are required.

Class Schedule URL *

Class schedule URL is required.

Trainer / Instructor Roster *

Trainer roster is required.

Cancellation Window *

Cancellation window is required.

Late Cancellation Fee (optional)

Trial Offer Available *

Yes

Please select an option.

Trial Offer Details *

Trial offer detail is required.

Eligibility *

Trial eligibility is required.

Injury / Liability Waiver Policy *

Injury / liability waiver policy is required.

Key Equipment & Amenities (optional)

Legal / Financial Services Setup

Configure your automation for qualified inquiry routing. The automation will never provide legal or financial advice.

⚠️

HSKD Vertical - Legal / Financial. Your automation will never provide legal advice, financial advice, or investment recommendations.

⚖️

Tajudin Ruling - Compliance Required Under the Tajudin ruling, your automation 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.

I confirm I have read and understood the Tajudin ruling compliance requirement. I acknowledge my automation will not provide legal advice under any circumstances and that all substantive legal queries will be escalated to a qualified practitioner.

⚠ Tajudin compliance acknowledgement is required before your build can proceed.

⚖️

US AI Legal Disclaimer - Required Your automation 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.

I confirm my automation will include the required US disclaimer: no attorney-client relationship is formed, information is general only, and users will be directed to consult a licensed attorney in their state.

⚠ US AI disclaimer acknowledgement is required before your build can proceed.

Practice Areas / Services *

Practice areas are required.

Practitioners & Qualifications *

Practitioners and qualifications are required.

Regulatory Body & License Numbers *

Regulatory body and license numbers are required.

State Bar Association & License Numbers *

State bar / regulatory body and license numbers are required.

Responsible Officer State Bar Number *

State bar number is required.

Jurisdiction *

The legal jurisdiction(s) your practice operates in. Your automation will not apply law from any other jurisdiction.

Jurisdiction is required.

Legal / Financial Disclaimer Text *

Disclaimer text is required.

Consultation Booking Method *

The automation books consultation directly

The automation captures brief and team schedules

The automation routes to intake form only

Please select a booking method.

Client Intake Questions *

The automation asks these before routing or booking. Max 5 questions recommended.

Intake questions are required.

Conflict of Interest Check Process *

Conflict check process is required.

Fee Discussion Policy *

The automation may share general fee ranges

The automation must not discuss fees - team handles all pricing

Initial consultation is complimentary - the automation may state this

Please select a fee policy.

Business-Specific Setup

Provide additional context to complete your automation setup. These details go directly into your knowledge base.

Primary Product or Service *

Primary product or service is required.

How Do Customers Typically Engage? *

They book appointments / sessions

They make product orders / purchases

They send general inquiries

They request quotes / proposals

They walk in - the automation handles follow-up only

Please select an engagement type.

Pricing Structure *

Pricing structure is required.

Key Policies *

Key policies are required.

Top 3 Unique Selling Points *

Your automation will reference these when customers ask why they should choose you.

Unique selling points are required.

Anything Else We Should Know (optional)

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 Scale360 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 & Automation Identity

Escalation Contacts

Automation Behavior

Service Requirements

Channel Setup

Vertical Module

✅

Ready to submit. By clicking Submit below, you confirm all information provided is accurate and authorize Scale360 to commence your build.

✓

SC360-000000