Assistance AI

[ CHATBOT + RECEPTIONIST ]

Fulfillment Form

Once you place your order, you’ll be prompted to complete a detailed fulfillment form. This form gathers the essential business information, preferences, and access credentials we need to ensure a smooth setup experience from start to finish.

Domain Connection

Domain registration prevents spam; we can use our default domain if preferred. We’ll create a two-email lead nurturing campaign to promote and convert incoming leads.

Timeline

Onboarding Call

Next, we’ll take the time to understand your business goals, gather details for the AI Assistant’s knowledge base, and tailor your lead capture workflows.

Please Note: We require access to the backend of your website in order to install the chatbot and lead form.

Training Call

We’ll walk you through your new system in a live training session. You’ll learn how to view incoming leads, manage conversations through Inbox, and assign tasks to your team so you can start converting leads right away.

AI Setup

After onboarding, we install the web chat on your site, customizing the greeting, and connecting lead capture directly to your CRM. We’ll also activate AI voice, missed-call text backs, and SMS messaging so no leads are missed.

30-Day Check-In

30 days after your setup is complete, we’ll reconnect for a check-in call. We’ll share insights, highlight successes, and recommend updates to ensure your AI Assistant is running at its full potential.

FAQs

How does Assistance AI respond to customer inquiries?

1

Assistance AI uses advanced chat and voice AI to answer customer questions instantly, drawing from custom knowledge about your business, such as hours, services, and FAQs, so responses are fast, accurate, and personalized.


Can my Assistance AI understand different languages or regional accents?

2

Yes! Your Assistance AI supports multilingual conversations and is trained to understand a variety of accents, helping you connect with a broader audience effectively.


What countries can use SMS messaging?

3

Currently, businesses located in the United States and Canada can use SMS messaging. Businesses located in other countries can use web chat, email, Facebook chat or Instagram chat.


How is my business assigned a number?

4

When using Conversations AI Messaging for the first time, the business will be automatically assigned an SMS number. The app will attempt to get a local number, based on the business profile address. If no local numbers are available, a number from a neighbouring area in your country will be assigned.


What would we do if we didn’t receive a local number?

5

How will we know if our business has received a text?

6

What kinds of websites are supported?

7

How much does the chatbot know about my business? Can it answer questions?

8

Sometimes, no local numbers are available. In such cases, it is possible to get an 800-number assigned to the business. Please contact support for assistance with this.


New messages automatically appear live in the app for any user that has Business App open, page-reloading is not required. You can also receive an instant notification email when a new message comes in, or a daily digest email.


Web chat can be installed on any website where you can add a custom code to the element of the site. A WordPress plugin is also provided, to make it easy to install on a WordPress website.


The AI chatbot thanks users for their questions, records them for a business person to follow up, and tries to get a name and phone number, so you get new customers. The contact will be added to the CRM in Business App, and the conversation will show in Inbox, ready for your team to follow up.

The AI-powered web chat is intelligent enough to answer basic questions about your business, such as location, operating hours and offerings based on your Google or website business profile. You are also able to upload more information to expand its knowledge.

Add FAQs, pricing details, more context on the products and services your business does and does not offer, and even instructions on how to book appointments so that the web chat widget can converse with visitors to the website and answer more of their questions automatically – saving your business time, while capturing leads.


Can I connect a personal account?

9


What’s included in the set-up?

10


Do I need to give access to my website?

11

How long does the setup process take?

12

What is A2P registration, and do I need it?

13

Can Assistance AI actually answer customer questions?

14

How will I know when a new lead comes in?

15

Can Assistance AI book appointments?

16

No, you need a Business Instagram account or a Facebook Page.

This service includes full setup and installation of your AI Assistant, including branded web chat, a lead capture form, SMS and voice capabilities, CRM pipeline integration, and automation of missed call responses. It also includes onboarding, a live training session, and a 30-day performance check-in.

Yes. We require backend access to your website in order to embed the web chat widget and lead capture form. This ensures the AI Assistant can capture and route leads effectively.


Once your onboarding call is complete and we have everything we need, your AI Assistant will be fully set up and ready to use within 7 business days.


A2P (Application-to-Person) registration is required for U.S.-based businesses that want to use SMS messaging. During onboarding, we’ll collect the necessary legal business information to complete the registration process on your behalf.


Yes. The AI Assistant can answer common questions using information from your website and business profile. We’ll also add custom FAQs, service details, and specific instructions as needed during setup to help it represent your brand accurately.


You’ll receive real-time notifications via email, SMS, and directly through the CRM. Each new lead is automatically added to your opportunity pipeline, and your team is notified with a task and reminder follow-ups.


Yes, if you use a compatible scheduling tool like BookMeNow. The AI Assistant can either book appointments directly through the chat or send a link to your booking page, depending on your setup.