Client Discovery QuestionnaireAdaptive discovery forms that follow Zendesk's methodology. Your clients answer at their pace, your team gets AI-generated call questionnaires and Statements of Work — grounded in best practices, not guesswork.
Multiple team members can contribute to the same discovery form. Each person authenticates with their own company email, and the form picks up where the last person left off.
Questions follow Zendesk's discovery sequence — Actors, Channels, Agent Tools, Measure Success, Optimize. Steps and sub-questions appear based on your answers.
Form answers and call notes feed an AI pipeline that generates tailored call questionnaires and Statements of Work — validated against Zendesk methodology.