AI Phone Agent — Restaurant Setup Form

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Section 1 of 8

Your Restaurant Details

Basic info your AI uses to identify your business on every call

Restaurant Name *

Please enter your restaurant name

Your Name (Owner / Manager) *

Please enter your name

Phone Number AI Will Answer *

Please enter the phone number

Your Email Address *

Where AI sends you call summaries

Please enter a valid email

Restaurant Address *

Please enter your address

Type of Cuisine / Food Served *

Please describe your cuisine

Services You Offer *

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Section 2 of 8

Hours & Availability

Your AI quotes these to every caller asking if you're open

Weekly Hours *

💡 Enter times like 11:00 AM – 10:00 PM. Check "Closed" for days you're not open.

Monday

Closed

Tuesday

Closed

Wednesday

Closed

Thursday

Closed

Friday

Closed

Saturday

Closed

Sunday

Closed

Last Order Time (optional)

If your kitchen closes before you do

Holiday Hours or Closures (optional)

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Section 3 of 8

Menu & Ordering

Callers frequently ask about the menu before deciding to order

Online Menu URL (if you have one)

Where customers can view your full menu online

Will you email us your menu for AI training? *

Yes — I'll email it to support@aiphoneagent.ca

No — online menu only

I don't have an online menu yet

Your top 5 most popular or most asked-about items *

Your AI will know these by heart — one per line

Please list your top items

Allergen info or warnings (optional)

Do your specials change? *

Yes — I'll update you with daily specials

Yes — weekly specials only

No — my menu is fixed

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Section 4 of 8

Delivery & Pickup

The #1 reason customers call takeout restaurants

Do you offer delivery? *

Yes — we deliver with our own drivers

Yes — third-party only (Skip / Uber / DoorDash)

Both — own drivers and third-party

No — pickup only

Delivery zones / areas (if you deliver)

Areas you do NOT deliver to (optional)

Delivery fee

Minimum order for delivery

Estimated delivery time *

Please enter an estimated delivery time

Estimated pickup / ready time *

Please enter an estimated pickup time

How often do customers call to check on order status? *

Very often

Sometimes

Rarely

Never

What should AI say when asked "where is my order?" *

Please provide an order status response

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Section 5 of 8

Payment

Customers often confirm payment options before ordering

Minimum order for card payment *

No minimum

Yes — enter amount below

Minimum card payment amount (if yes)

Card surcharge (if any)

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Section 6 of 8

Frequently Asked Questions

Your AI will answer these automatically — fill in your answers

💡 Leave any field blank if it doesn't apply to your restaurant. Your AI will only answer questions you provide here.

Do you have parking nearby? (optional)

Are you wheelchair accessible? (optional)

Yes — fully accessible

Partially accessible

No

Do you accept large group or bulk orders? (optional)

Do you offer catering? (optional)

Do you sell gift cards?

Yes — in-store

Yes — online

No

Do you have a loyalty / rewards program?

Current promotions or deals (optional)

Your refund / wrong order policy *

Please describe your refund policy

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Section 7 of 8

Complaints & Escalation

Tell your AI what to do when things go wrong

When a customer complains, what should AI do? *

Apologize and take their contact info for a callback

Offer a replacement or credit

Give them the manager's direct number

Collect details and escalate by email

Describe your complaint handling process *

Please describe your complaint process

Urgent escalation phone number *

Manager / owner direct line — only given in urgent cases

Please enter an escalation number

Email for complaint notifications *

Where AI sends complaint summaries

Please enter a valid email

Callback promise to complaining customers *

Within 1 hour

Within 2 hours

Same day

Next business day

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Section 8 of 8

AI Greeting & Personality

How your AI introduces itself and speaks to your customers

Name AI uses when answering *

e.g. entering "Mario's Pizza" gives: "Thanks for calling Mario's Pizza!"

Please enter the greeting name

Tone of voice *

Friendly and casual

Professional and polite

Warm and welcoming

Quick and efficient

Full greeting script (optional — we'll write one if blank)

Should AI mention a promotion at the start of calls?

No

Yes — I'll enter it below

Promotion to mention (if yes)

Languages your AI should support *

English

French

Other (specify below)

Other language(s) (optional)

Phrases or words your AI should NEVER use (optional)

Anything else your AI should know? (optional)

Best time for us to call you to review the setup *

Please let us know when to reach you

Let's Configure Your AI Phone Agent

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