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Hotel Chains
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Legal
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Self Storage Intake Form for Seamless AI Phone Support
Section 1: Business Overview
Self-Storage Intake Name
*
Email
*
Company Website
*
Business Hours
Main Office Phone Number
*
Transfer Phone Number
Street Address
City
State
Zip
Avg Calls Per Day
*
Select...
1-99 calls | day
100-1000 calls | day
1000-5000 calls | day
10000+ calls | day
25000+ calls | day
100,000+ calls | day
1M+ calls | day
Avg Calls Per Month
*
Select...
1–3,000 calls | month
3,001–30,000 calls | month
30,001–150,000 calls | month
300,000+ calls | month
750,000+ calls | month
3M+ calls | month
30M+ calls | month
Common Call Topics
Billing
Gate Access
General Questions
Moving Out
Pricing
Reservations
Unit Availability
Existing Call Handling System
Select...
Yes
No
Sometimes
Section 2: Call Handling Expectations
Top 5 Tasks for AI
Call Answering Hours
Select...
24/7
Business Hours
After Business Hours
Custom
Custom Call Hours
Escalation Process
VIP Caller Routing
Select...
Yes
No
VIP Routing Details
Section 3: Knowledge Base & Workflow
Has FAQ or Docs for Training AI
Select...
Yes
No
Upload a File
Unit, Pricing, Promotion Details
Online Services Offered
Reservations
Payments
Portal Access
Other
Online Platform Used
Preferred / Restricted AI Language
*
English
Albanian
Arabic
Bulgarian
Croatian
Danish
Dutch
Filipino
Finnish
French
Georgian
German
German (Switzerland)
Greek
Hebrew
Hindi
Hungarian
Italian
Japanese
Lithuanian
Polish
Portuguese
Romanian
Russian
Spanish
Swedish
Tamil
Turkish
Ukrainian
Urdu
Uzbek
Section 4: Customer Management
Lead / Customer Tracking Method
Select...
CRM
Spreadsheet
Paper
Other
Common Support Request
Financial Options Offered
Autopay
Late Fees
Grace Period
Section 5: Communication Preferences
Follow-Up Texts / Emails
Select...
Yes
No
Conditional
Follow-Up Actions
Confirm Booking
Payment Link
Directions
Internal Communications
Other
Receive AI Call Instructions
Select...
Yes
No
Occasionally
Seasonal or Operational Notes
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