AI Discovery Interview Agent

Intelligent Needs Analysis

Our Discovery Agent conducts structured calls to uncover your full AI voice automation requirements across three core services:

• Inbound AI Assistant (customer service & after-hours coverage)
• Outbound AI Caller (sales, collections, campaigns, surveys)
• Salesforce AI Caller (triggered directly from CRM records)

Conversational Interview Strategy

The agent identifies your pain points and priorities using natural conversation, adapting depth based on your responses. It probes for:

• Current call volume, processes, and challenges
• Routing, after-hours coverage, or multi-step workflows
• Data access and integration needs for real-time actions
• Technical complexity and compliance requirements

Technical & Integration Deep-Dive

Beyond business discovery, the agent explores your system landscape to map technical requirements:

• Required APIs, databases, and data lookup needs
• Real-time vs. post-call actions
• Fallback and error-handling expectations
• Security, encryption, and compliance frameworks

Actionable Summary & Human Handoff

After your interview, the AI produces a clear, human-readable summary including:

• Recommended PureLife AI services and workflow opportunities
• Key pain points and desired outcomes
• Integration architecture and in-call action requirements
• Implementation complexity assessment

This ensures your project moves smoothly to design, pricing, and implementation.