Customer Requisition Form

Step 1 Attachment — Used at "Customer Request" & "Customer Information Verification"

The Partner completes this with the customer before submission, or the customer completes it directly. Every field below is required unless marked Optional. Incomplete forms are the #1 cause of development delays — nothing proceeds to Step 4 (Development) until every required field is confirmed.

Thanks — your Requisition Form was sent to Alisons Technology (Omair@alisonstech.com). Someone will follow up shortly.

Fillable on screen or printed blank for manual completion.

1. Business Information

Basic facts about the business the AI Agent will represent. This becomes the AI's understanding of "who it works for."

Legal / Registered Business Name *

Trading / Brand Name (if different) — Optional

Industry / Vertical *

Business Registration / Tax No. — Optional

Number of Business Locations *

Website — Optional

Registered Business Address *

Business Description (what you do, in your own words) *

2. Primary Contact & Authorization

Who Alisons Technology and the Partner should contact for approvals, questions, and the walkthrough session.

Authorized Contact Name *

Designation / Title *

Email Address *

Phone Number *

WhatsApp Number — Optional

Preferred Communication Channel *

Referring / Servicing Partner *

Sold Under White Label? *

3. AI Agent Configuration

How the AI Agent should sound, what it's called, and when it's expected to be working.

AI Agent Name *

Selected Plan *

Voice Preference *

Plan prices shown are the White-label Cost per Schedule B — what the Partner pays Alisons Technology. Use the "Open Pricing Calculator for this plan" link above (once a plan is selected), or visit the Pricing Calculator, for a full cost breakdown and to set your own retail price.

Primary Language *

Additional Languages Required — Optional

Timezone *

Operating / Working Hours *

Behavior Outside Working Hours *

4. Call Handling & Routing

Where a call goes when the AI can't (or shouldn't) handle it alone.

Sales / General Enquiries Transfer Number *

Support Transfer Number — Optional

Emergency / Urgent Transfer Number — Optional

Max Simultaneous Calls Expected *

When should the AI escalate to a human? *

5. DID / Phone Number Configuration

The actual phone number the AI Agent will answer on. Get this section right early — number porting is the step most likely to delay a Go-Live date if it's started late.

Number Provisioning Type *

Preferred Country / Region for Number *

Preferred Area Code — Optional

Number of DIDs Required *

Toll-Free Number Required? *

Caller ID Display Name *

Only complete the fields below if "Port existing business number" was selected above. Porting typically takes 3–10 business days depending on country and carrier — start this early so it doesn't delay Go-Live.

Number(s) to Port *

Current Carrier / Provider Name *

Account Number with Current Carrier *

Account PIN / Passcode with Current Carrier *

Only complete the field below if "Use customer's own SIP trunk" was selected above.

SIP Trunk Details (host/IP, port, username, credentials) *

Call Recording Enabled? *

Failover Number if System is Unreachable — Optional

6. Knowledge Base, FAQs & Policies

Everything the AI needs to actually answer questions correctly, in the business's own words and policies — not generic answers.

Services / Products Offered (with pricing if to be quoted on calls) *

Top 10 Frequently Asked Questions & Answers *

Business Policies (cancellation, refund, booking, warranty) *

Common Objections & How Staff Normally Respond — Optional

7. Appointments & Lead Capture

How bookings actually get made, and what information a lead needs to leave behind on every call.

Booking / Calendar System in Use *

Standard Appointment Duration *

Buffer Time Between Appointments — Optional

Booking Confirmation Method *

Lead Information to Capture on Every Call *

Captured Leads Should Be Sent To *

8. Integrations Required

Any system the AI Agent needs to read from or write to. Leave blank if none — the agent works standalone by default.

CRM System — Optional

Calendar Tool — Optional

Database / Sheets — Optional

Other API / Webhook Endpoints — Optional

Custom Workflow or Automation Requirements — Optional

9. Compliance & Data Handling

Flags anything that needs written sign-off from Alisons Technology before development starts — see the Compliance rule in the Partner Program Guide.

Is call recording legally required to be disclosed in your region? *

Does your industry require HIPAA / PCI-DSS / GDPR handling? *

If "Yes" is selected above, this request requires written compliance confirmation from Alisons Technology before development can begin — flag it to your Account Manager immediately.

Customer Data Retention Requirement — Optional

10. Tone & Custom Instructions

The AI's personality — how it should sound is often as important to the customer as what it says.

Desired Agent Tone *

Words or Phrases to Avoid — Optional

Any other custom instructions for the AI Agent — Optional

11. Add-Ons & Authorization

Final sign-off. Once this is signed, the order is locked and moves to Step 4 (Development).

Add-Ons Selected — Optional

Setup Package Confirmed *

Quoted Setup Fee (USD) *

Authorized Signatory Name *

Date *

Signature *

Submitting sends every field above to Omair@alisonstech.com. The first submission from a new page will trigger a one-time email confirmation from FormSubmit — approve it once and every submission after that is delivered automatically.