Client file
Chat Output Systems
Part 1 · Intake Form
The fields you filled in when creating the client are pre-loaded below. Use the call to confirm them and answer the rest. Saved answers update the client file automatically.
Business Context
The overview you captured at client creation. Edit anytime — it feeds straight into the chatbot’s system prompt.
Mic dictation needs Chrome or Edge.
Business Basics
Identifying information — drives the file name and the scraper.
This URL is fed straight to the Playwright scraper in Part 2.
Discovery (Placeholder)
Curtis will fill in the real interview questions here. Add as many sections / questions as needed.