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Otian AI Intake Questionnaire

A short form before we start your AI Assistant journey with Otian AI!

Welcome!

What is an AI Agent, and what is OpenClaw?

Think of an AI agent as a personal assistant that lives on a small computer and works for you around the clock. Instead of opening an app and asking it questions one at a time, you can message it, just like texting a friend, and it goes and does the task: checks your email, organizes files, sets reminders, looks things up online, and more.

OpenClaw is the technology that makes this possible. It is the "engine" that runs your AI agent and connects it to apps you already use, like WhatsApp, email, or Telegram. We set this up and run it for you on a small dedicated computer (a Mac Mini), so you do not have to install or manage anything yourself.

A few things to know before we get started:

It is powered by AI models you may have heard of (like Claude or ChatGPT). These usually come with their own monthly subscription, separate from our setup service. We will help you figure out what fits your budget.
You are in control of what it can access. We will only connect it to the accounts and apps you approve, nothing more.
No tech experience needed. We handle the setup; you just tell us what you would like help with.

The questions below will help us tailor your AI agent to exactly what you need.

About You

First and last name

Best email for follow-up

Best phone number for follow-up Optional

What is your profession or line of work?

What You Want Help With

If your AI assistant worked perfectly, what is one task you would love to hand off and never do again?

Which of these would help you most? Pick up to 3.

Sorting and replying to email Calendar, scheduling, and reminders Research and looking things up online Organizing files Customer questions for my business Money and budgeting (bill reminders, spending summaries, subscription tracking) Staying in touch with people (reminders to follow up) Other:

Please select at least one option.

Roughly how much time per week do you spend on that task or those tasks?

Under 2 Hours 2-5 Hours 5-10 Hours 10+ Hours

Please select an option.

How would you like to message your AI assistant?

WhatsApp Telegram Email Not sure, recommend something

Please select an option.

How Hands-On You Want To Be

We set up every assistant with sensible defaults that protect you from day one. It will never send a message, make a purchase, or take an irreversible action without your approval first. These questions help us understand your preferences beyond those basics.

For routine, low-risk tasks (sorting email, setting reminders), should your assistant just do it and tell you afterward, or check with you first?

Just do it and tell me after Always ask me first Depends on the task, let's discuss

Please select an option.

Is there anything you would always want it to check with you before doing? You can change this anytime. Optional

If it spots something time-sensitive (a bill due, a deadline), how should it tell you?

In a daily summary Message me right away Depends on how serious

Please select an option.

Would you like a regular summary, and if so, when?

Daily Weekly Both None for now Other:

Please select an option.

Your Comfort Level

Have you used AI tools before, like ChatGPT?

Yes No Not sure what that is

Please select an option.

How familiar are you with AI agents specifically (not AI in general, and not just tools like ChatGPT)?

I have never heard of AI agents before I have heard the term, but I am not sure what it means I have a basic understanding of what AI agents are I have used an AI agent before

Please select an option.

Would you prefer we fully manage everything, teach you to manage it, or a mix?

Fully managed Teach me A mix

Please select an option.

Closing

Your assistant will run on an AI model (like ChatGPT, Claude, or Gemini) that has its own cost separate from our services. Do you already pay for any of these?

ChatGPT Claude Gemini None, please recommend one Other:

Please select at least one option.

Anything else you would like us to know before we start? Optional

Otian AI Intake Questionnaire

Welcome!

What is an AI Agent, and what is OpenClaw?

A few things to know before we get started:

About You

What You Want Help With

How Hands-On You Want To Be

Your Comfort Level

Closing

Thanks, there.

Next Step: Schedule Your Discovery Call — Completely Free