AI Opener Onboarding (Phase 1)
Welcome! The goal of this onboarding is to get the first version of your AI use case(s) live for demo/testing within 2 weeks. Completing this form is essential to ensure safe and consistent output. Thank you in advance for your input, and if you have any questions, feel free to contact our customer success manager
emily@aiopener.io, who will be happy to help you further.
We'll start with contact details and a brief estimate of usage (who/how many). This way, we can tailor the onboarding directly to the needs of you and your team.
How many people will be working with the platform approximately?
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Which roles will be working with the platform?
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Which roles will be working with the platform?
What is the average level of AI knowledge within your team?
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Which AI-tools do you already use?
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Which AI-tools do you already use?
2. Tooling & work environment
We'll briefly map out your tooling and work environment, so we know where information currently lives and where output will be used later. This makes the next phases faster and ensures we use the right sources and channels for the best result.
If you selected 'different' somewhere:
Waar staat volgens jullie de echte ‘bron van waarheid’?
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In this section, we make your profile "recognizable" to the system: a short internal name, your context, and the playing field. This prevents us from having to make assumptions later.
Short bio/description of the company.
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Here we make your offering and value concrete. Short bullets are perfect — the clearer this is, the more consistent and better the first outputs will align right away.
What do you sell? (3–7 bullets)
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Who is this mainly intended for? (1–3 target groups)
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What concrete benefits does this deliver for them?
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What makes you truly distinctive?
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Numbers & metrics we may use
Awards, certificaten, partnerships
5. Competition and market
We want to understand how you position yourselves relative to the market. This helps the agents understand your distinctive strengths and apply them correctly.
Who is your biggest challenger?
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LinkedIn of biggest challenger
Why is this your biggest challenger?
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Add up to 10 other competitors below. The more context, the better the agents understand your positioning.
List of other competitors
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Why do customers ultimately choose you?
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We describe the main target group(s) you want to reach. This helps create texts that resonate immediately: the right pain points, the right words, the right focus. We focus on the most important target groups. If you have more: no problem, that can come later.
Target Audience 1 (mandatory)
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What challenges do they face? (3–7 bullets)
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What do they want to achieve? (3–7 bullets)
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What do they have doubts about? (3–7 objections)
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Would you like to add another target group?
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Here we capture what you want to convey and (just as importantly) where the boundaries lie. This way, we prevent unwanted claims and everything is immediately recognizable as "you."
Boundaries (very important)
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Communication regarding competitors (how you do/don't compare)
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We want to work safely and responsibly from day 1, and with a few simple choices we establish when extra caution is needed and when a human check is useful or required. Already have a policy? You can add it here too. This helps to:
- Handle sensitive topics properly;
- Prevent unintended claims;
- Know when a human should always take a look.
Have you already established an AI policy?
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Are there topics that require extra caution?
May we process personal data in outputs?
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Data that may never be mentioned/processed
Hard claims (figures/guarantees) may:
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When is a human check mandatory?
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Now we translate your style into practical rules per channel. This makes outputs immediately usable in real work: short, fitting, and in the right form. Please keep it short and concrete.
Tone of voice in 5 bullets
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General do's & don'ts (max 10)
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2–3 example sentences that fit perfectly
2–3 example sentences you never want
Which channels do you actively use?
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Which channels do you actively use?
Are there tone differences between channels?
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Choose 3–5 formats that need to be right immediately. For each format, we briefly capture what it should look like and when it's "done." We can expand later.
Choose 3–5 formats that need to be right immediately. We can expand later.
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Choose 3–5 formats that need to be right immediately. We can expand later.
Best textual content examples
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Paste the text of 2–5 content examples you're proud of directly. For each example, briefly indicate what the format is and preferably also why you chose the examples.
Please also upload some visual examples of good branded content.
Examples of textual content that no longer fits
For a fast and careful onboarding of the agents, share as many sources and uploads as possible here regarding the branding and proposition of your organization. Provide what you already have here; the rest can be added later if needed.
Can you share your brand guidelines?
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Can you share a folder with logo/brand assets?
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Can you share a pitch deck or company one-pager?
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Can you share some good examples of branded content?
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Leading examples help enormously in training the agents.
12. Multiple clients/labels?
Some organizations work for multiple brands/labels/clients with their own context and their own training data. In this phase, we only capture whether this applies and which IDs exist, so we can later neatly expand per client.
Do you work with multiple clients/labels under one organization?
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