--- title: "Preparing for Launch: What Taalk Needs to Build Your AI Agent" description: Taalk offers a white-glove service to build and deploy AI-powered agents for automated customer interactions. Businesses provide key details, and Taalk customizes the agent to seamlessly handle voice, SMS, and email engagements. --- [Skip to content](https://knowledge.taalk.ai/i-want-an-ai-agent-what-do-you-need-from-me#main-content) Open main navigation Close main navigation How can we help you today? - There are no suggestions because the search field is empty. 1. [Taalk Academy](https://knowledge.taalk.ai/?hsLang=en) 2. [Getting Started](https://knowledge.taalk.ai/getting-started?hsLang=en) 3. [Platform 101](https://knowledge.taalk.ai/getting-started?hsLang=en#platform-101) November 12, 2025 # Preparing for Launch: What Taalk Needs to Build Your AI Agent ## This article is best for: 🟧 Users New to Taalk Platform **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](https://ufgto5kfedn.typeform.com/to/r7U5uEF9) --- ### **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   📩 **To begin onboarding**, contact us at [success@taalk.ai](mailto:success@taalk.ai) - [Getting Started](https://knowledge.taalk.ai/getting-started?hsLang=en#main-content) - [Platform 101](https://knowledge.taalk.ai/getting-started?hsLang=en#platform-101) - [Campaign 101](https://knowledge.taalk.ai/getting-started?hsLang=en#campaign-101) - [AI Workforce](https://knowledge.taalk.ai/getting-started?hsLang=en#ai-workforce) - [Operator Force](https://knowledge.taalk.ai/getting-started?hsLang=en#operator-force) - [Billing 101](https://knowledge.taalk.ai/getting-started?hsLang=en#billing-101) - [Compliance 101](https://knowledge.taalk.ai/getting-started?hsLang=en#compliance-101) - [AI Force](https://knowledge.taalk.ai/ai-force?hsLang=en#main-content) - [Agent Behavior](https://knowledge.taalk.ai/ai-force?hsLang=en#agent-behavior) - [Objective and Scripts](https://knowledge.taalk.ai/ai-force?hsLang=en#objective-and-scripts) - [Agent Call Flow and Transfers](https://knowledge.taalk.ai/ai-force?hsLang=en#agent-call-flow-and-transfers) - [Agent Knowledge](https://knowledge.taalk.ai/ai-force?hsLang=en#agent-knowledge) - [Agent Multichannel Playbooks](https://knowledge.taalk.ai/ai-force?hsLang=en#agent-multichannel-playbooks) - [Agent Plugins](https://knowledge.taalk.ai/ai-force?hsLang=en#agent-plugins) - [Best Practices](https://knowledge.taalk.ai/ai-force?hsLang=en#best-practices) - [Templates](https://knowledge.taalk.ai/ai-force?hsLang=en#templates) - [Operator Force](https://knowledge.taalk.ai/operator-force?hsLang=en#main-content) - [Operator](https://knowledge.taalk.ai/operator-force?hsLang=en#operator) - [Admin](https://knowledge.taalk.ai/operator-force?hsLang=en#admin) - [Contact Center](https://knowledge.taalk.ai/contact-center?hsLang=en#main-content) - [Campaign](https://knowledge.taalk.ai/contact-center?hsLang=en#campaign) - [Taalk Dialer](https://knowledge.taalk.ai/contact-center?hsLang=en#taalk-dialer) - [Metrics & Reporting](https://knowledge.taalk.ai/contact-center?hsLang=en#metrics-reporting) - [Templates](https://knowledge.taalk.ai/contact-center?hsLang=en#templates) - [Best Practices](https://knowledge.taalk.ai/contact-center?hsLang=en#best-practices) - [Automation](https://knowledge.taalk.ai/automation?hsLang=en#main-content) - [OpenAPI](https://knowledge.taalk.ai/automation?hsLang=en#openapi) - [Native Integration](https://knowledge.taalk.ai/automation?hsLang=en#native-integration) - [Compliances](https://knowledge.taalk.ai/compliances?hsLang=en#main-content) - [Company DNC](https://knowledge.taalk.ai/compliances?hsLang=en#company-dnc) - [TCPA](https://knowledge.taalk.ai/compliances?hsLang=en#tcpa) - [Best Practices](https://knowledge.taalk.ai/compliances?hsLang=en#best-practices) - [Teleco Trust](https://knowledge.taalk.ai/compliances?hsLang=en#teleco-trust) - [Product Updates](https://knowledge.taalk.ai/product-updates?hsLang=en#main-content) - [W9-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w9-2025) - [W8-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w8-2025) - [W10-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w10-2025) - [W11-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w11-2025) - [W12-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w12-2025) - [W13-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w13-2025) - [W14-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w14-2025) - [W15-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w15-2025) - [W16-2025](https://knowledge.taalk.ai/product-updates?hsLang=en#w16-2025) [![Taalk](https://knowledge.taalk.ai/hs-fs/hubfs/logo%20taalk.png?width=60&height=60&name=logo%20taalk.png "Taalk")](https://knowledge.taalk.ai/?hsLang=en) [mailto:success@taalk.ai](mailto:success@taalk.ai) Copyright © 2025 Taalk LLC