Project discovery for telephony and voice AI

This questionnaire helps us quickly understand your call workflows, business priorities, and implementation constraints. It gives us context on which call scenarios are most important, what level of automation, integrations, and hosting control you expect, and which risks, budgets, and limitations should be considered before launch.

Estimated time: 2–4 minutes

Contact details

A minimal lead block so we can follow up with you after reviewing the answers.

Contact details*

Company name

Name

Role / title

Volumes and economics

Approximate traffic, growth expectations, pricing model, and budget sensitivity.

Inbound minutes per month

Outbound minutes per month

Expected growth over the next 6–12 months

How do you currently pay: minutes, licenses, operators, or another model?

Target budget or cost benchmark

What matters more: lower minute price or stability and control?

Business and context

What role telephony plays in your business and which outcomes matter most.

What is the main business task telephony should solve first?

How critical are calls for revenue?

Is telephony the main channel or one of several?

Which call KPIs matter right now?

Other KPI

Call types and scenarios

The main incoming and outgoing use cases, plus peak-load patterns.

Main incoming call scenarios

Other incoming scenario

Main outgoing call scenarios

Other outgoing scenario

Do you have peak-load periods?

If yes, which hours or days are the busiest?

How many simultaneous calls do you see at peak?

Operators and automation

How much of the flow should stay automated and where people need to step in.

Do calls need to be transferred from AI to a live operator?

Do you have call recordings or transcripts and could you share them later?

What materials exist or could be prepared later?

Integrations and IT landscape

Which systems must be connected and how much implementation support exists on your side.

Which systems need integration?

Other system

Will your internal IT team take part in the rollout?

Hosting and security

Hosting model, data requirements, and any regulatory or security constraints.

Which hosting model are you considering?

Any requirements for data storage or call recordings?

Is on-prem required because of security or regulation?

Current problems and prior experience

Pain points with the current setup and why the search is active now.

What problems have you already faced with current vendors?

What frustrates you most in the current telephony setup?

Have there been incidents such as outages, low quality, or delays?

Incident details

Why did you start looking for a new solution now?

Decision process

Who evaluates solutions, what deadlines exist, and how options will be compared.

Who makes the final decision?

Is there a launch deadline?

Who else is involved in approvals?

Are you considering alternative vendors?

Which alternatives are in review?

Which criteria will you use to compare solutions?

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