AI Booking AgentClient Setup

Welcome Aboard

Let's get your AI agent live

Your AI receptionist answers every lead in under a minute, qualifies them, and books them straight onto your calendar. To make that happen, we just need to connect a few of your channels and learn about your business. These short guides walk you through each one.

How it works: you connect your existing tools and add us as a helper โ€” then we handle the technical setup and go live in about 48 hours. You'll never need to share a password with us.

Connect your channels

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Scheduling

Calendly

Connect your calendar so the agent can book real appointments onto your schedule.

Open guide โ†’~10 min
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Your Website

Website Chat Widget

Add the agent to your site โ€” paste a snippet yourself, or let us install it for you.

Open guide โ†’~10 min
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Social

Facebook Messenger

Let the agent answer Messenger inquiries โ€” just add us to your Facebook Page.

Open guide โ†’~5 min
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Local Search

Google Business Profile

Capture leads from Google Search & Maps โ€” add us as a Manager on your listing.

Open guide โ†’~10 min

Teach your agent

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The Important One

Train Your Agent

Tell us about your services, pricing, hours, FAQs, and how you like to talk to customers โ€” this is what makes your agent sound like your best receptionist. Includes a fillable form you download and send back.

Open guide & form โ†’~15 min
Not sure where to start? We're happy to hop on a quick call and set things up together.
Email us