Step-by-step
Launch complete client automation
A simple setup path that works for support, chat, lead routing, and booking workflows.
Step 1
Connect your channels + availability
Start with the message sources you already use. Add timezone rules and booking constraints so the bot can confirm correctly from day one.
- ✓Website chat and inbound messaging
- ✓Calendar-aware appointment scheduling
- ✓Timezone-aware reminder logic
Step 2
Configure AI knowledge + safe escalation
Upload or define your FAQ coverage and service catalog. Add confidence thresholds and escalation rules for complex or sensitive requests.
- ✓FAQs, policies, and service updates
- ✓Pricing/eligibility rules (where applicable)
- ✓Escalate when required details are missing
Step 3
Launch lead qualification + booking workflows
Turn conversations into outcomes. Collect short qualification answers, route leads to the right team, and book appointments automatically when eligible.
- ✓Lead qualification question flows
- ✓Routing by region, urgency, and capacity
- ✓Booking confirmations + next-step automation
Step 4
Optimize outcomes with analytics
Track response time improvements, booking conversion, and attendance patterns. Improve your bot flows based on what drives results.
- ✓Conversion and booking performance
- ✓No-show patterns
- ✓SLA / response-time signals