A goal-oriented checklist of critical questions to ask during the initial Pre-sales discovery call to ensure an accurate technical design.
Technical Infrastructure Questions
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"Do you have an existing Kubernetes environment, or do you require a turnkey RKE2 installation?"
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"What is your primary Database preference (ExpertFlow Managed or External MongoDB/Redis)?"
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"Do you have strict data residency requirements (Regional Cloud vs. On-Prem)?"
Business Logic Questions
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"Will you be using Voice AI (ASR/TTS) or strictly DTMF-based IVR?"
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"What CRM systems must we integrate with out-of-the-box?"
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"Are there specific compliance standards (HIPAA, PCI-DSS) we must adhere to?"