How to set up an AI front desk: what to expect

Setting up an AI front desk isn't a download and a prayer. A good setup is a short conversation about your business, a few connections, and a real test before any customer sees it. Here's what to expect, and what to have ready.

The steps

• Tell us about your business, what you sell, what your website runs on, and what you want the assistant to do. The first form takes about two minutes.
• A short setup call goes through the details that matter: your products and prices, hours, shipping and tax, returns, who to alert, and what the assistant should never say.
• We connect it to your tools: your store or catalog, your payment account and your calendar. You sign in to your own accounts, so we never take passwords or keys by email.
• It learns from your website and from what you tell it.
• We place a real test order, end to end, before any customer sees it.
• The chat goes on your site, usually one line of code, and the phone line is set up if you want one.
• You go live, and we watch the first conversations with you.

What to have ready

• Your product list or services, with prices and options.
• Your hours, shipping rules, tax settings and returns policy, in plain words.
• Access to whoever can add a line of code to your website, or your developer's contact.
• Your payment account (Stripe or Square) and calendar, if you book appointments.
• Who should be alerted when the assistant needs a person.

How long it takes

It depends on the connections. A site where you can add a script and a calendar can be quick. A custom-built site, a large catalog or a store that needs orders placed in its own system takes longer. You get a date on the setup call, not a guess.

What we don't do

• We never take card numbers. Customers pay on the payment processor's hosted page.
• We don't ask for your passwords or keys by email or chat.
• We don't turn ordering on until a test order works.

After you go live

Read the first conversations in your inbox and the hand-offs, and teach the assistant what it didn't know. Your dashboard shows the sales it landed, so you can judge it on results.

Start the two-minute form.

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