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WhatsApp AI Assistant — Client Intake Form

Complete all sections to get your AI booking assistant set up

1
Property
2
Rooms
3
Facilities
4
Policies
5
Local Area
6
AI Setup
✓
Review
Step 1 of 7
Section A & B

Property & Operational Details

Basic information about your guesthouse — this is what the AI introduces to guests.

Required
Required
Required
Required
Required
Enter a valid email
Must be a WhatsApp Business number (not personal)
Required
This is what the AI uses when introducing your property to guests.
Required
Check-In & Check-Out
Required
Required
Section C

Room Inventory

Add each room type — the AI will quote prices and describe rooms directly from this table.

Complete one row per room type. Leave a row blank if you have fewer than 5 types.
Room Name Price/Night (R) Max Guests Bed Type Key Amenities Short Description
Extra Beds
Section D

Facilities & Amenities

Tick everything available — the AI will mention these when guests ask what you offer.

Connectivity & Power
Recreation & Outdoors
Food & Drink
Transport & Parking
In-Room & Services
Section E, F & G

Policies, Breakfast & Specials

The AI will answer guest policy questions accurately and promote your specials automatically.

Key Policies
Required
Required
Required
Breakfast & Dietary
Current Specials & Packages
Section H

Local Area & Directions

Guests always ask what's nearby. The AI will recommend activities and help guests find you.

Include distance from your property where possible.
Please add at least one attraction
Section I

AI Persona & Communication Style

This determines how your AI assistant sounds and behaves — your brand voice in digital form.

Should feel like a real staff member. Avoid robotic names.
Required
AI will share this number when it can't resolve an issue.
Required
Restrictions & Special Instructions
Service Plan
Please select a plan
Final Step

Review Your Submission

Please confirm the details below before submitting. You can go back to edit any section.

By submitting this form you confirm that all information provided is accurate and you authorise the setup of the AI assistant on the WhatsApp number specified.
✓

All Done — We've Got Your Details!

Your guesthouse information has been received. Your reference number is:

GH-XXXXXX

We'll review your submission and be in touch within 1 business day to confirm your setup date.

What happens next:

  • We review your submission and contact you within 1 business day
  • You receive the Service Agreement to sign electronically
  • 50% deposit invoice is issued to confirm your start date
  • We set up your Meta WhatsApp Business API (we'll guide you)
  • Your AI assistant goes live within 3–5 working days