Configure an assistant

Everything you can tune is on the assistant's page, under My Assistants. This is the list of sections, in the order they appear.

Setup and usage

The summary: how much of the plan you have used this period, the number or the widget key, how many knowledge entries you have and how many bookings and messages are waiting. At 80% of the plan you get an email; at 100% the assistant stops answering and tells whoever calls or writes.

How the assistant behaves

• Business name — how the assistant says who it is answering for.
• Answer language — Portuguese, English, Spanish or French. On the phone it also sets the voice and the speech recognition. If the customer speaks another language, the assistant follows.
• Manner — describe it in your own words: "formal", "warm and direct, first names".
• First sentence — what a caller hears on pick-up; in the chat, what appears when it opens unless the website has its own message. Left empty, a suggested sentence with the business name is used.
• Sentence before transferring (phone) — spoken right before the transfer.
• Rules — what to say and what not to say, one rule per line. Services and prices belong in the knowledge base; this is for behaviour. Examples: "Never quote treatment prices on the phone: say they depend on an assessment." "If they ask for a person, transfer straight away."

Your numbers (phone)

The numbers that ring this assistant, where transfers go, and whether calls are recorded (off by default; a recording is the caller's personal data). Without a transfer destination the assistant takes a message instead of transferring.

Your websites (chat)

Each site has its own key and its own list of allowed domains. Here you copy the code to paste, approve a domain where the widget was seen, and change the title, greeting and colour. On the Ultra plan the chat does not show our brand.

Opening hours

When you are open, per weekday, with a time zone. Outside those hours the assistant neither offers nor confirms bookings — it says so and suggests the nearest time you open. Leave everything on if you take bookings at any hour.

What the assistant knows

The knowledge base. Paste opening hours, address, services, prices, terms, frequent questions — one title and one text at a time. The assistant answers only from here.

Test the assistant

Talk to it in writing, as a call or as a chat. Nothing is recorded and nothing counts against the plan. When you ask for a booking, the panel says "here the booking would be recorded" instead of recording it.

Waiting for you, and Conversations and calls

What the assistant collected — bookings, messages, contact requests — and every full conversation or call, with what was said. Mark each request as handled once the team has followed up.

Send to your tools

From the Pro plan: every booking, message and contact can be sent to an address of your choice, signed — see Integrations.

Change log

On the Ultra plan: who changed what, and when — the instructions, the sites, the hours, the transfers, the deliveries. It includes changes made by our team during an installation.