Preparing for Launch: What Taalk Needs to Build Your AI Agent

Taalk offers a white-glove service to design, implement, and manage AI Agents for your business. Our AI Agents engage customers via voice, SMS, and email, delivering scalable automation tailored to your campaign goals and operational needs. If you’re short on time or prefer expert-led deployment, our team will handle setup, scripting, and integration to ensure optimal performance.

What We Need from You

To customize and deploy your AI Agent effectively, please provide the following here: Onboarding Package

1. Business & Campaign Context

• Company Name & Background

• Campaign Purpose: e.g., sales, support, lead generation, appointment setting

• Target Audience: demographics or business segment

• Call Direction: inbound, outbound, or both

2. AI Agent Customization

• Persona Details: name, tone, gender preference (if applicable)

• Agent Goal: e.g., qualify leads, schedule meetings, transfer to human agent

• Routing Instructions: where calls should be transferred or directed

3. Call Flow & Scripting

• Existing Script (if any): opener, value hook, closing statement

• Conversation Flow: expected structure and tone of engagement

• Scenarios: key situations or edge cases the AI must handle

4. Qualification & Objection Handling

• Lead Qualification Criteria: what defines a qualified or disqualified lead

• Common Objections & Rebuttals: how the AI should respond

• FAQs: responses to commonly asked questions

5. Integrations & Technical Requirements

• System Integrations: CRM, scheduling tools, or APIs

• Authentication & Security: any special access, tokens, or compliance constraints

Next Steps

Once this information is received, Taalk will:

1. Design a tailored AI Agent aligned with your objectives

2. Integrate the agent into your systems (CRM, dialer, etc.)

3. Test & Refine interactions using live feedback

4. Deploy & Optimize for long-term success