Note: You can click on any of the images in this document to view them fullscreen
Business Profile Configuration:
Step 1: Enter your business details in the search by business name and select your business
For businesses without a Google Business profile, enter your business details manually.
If your business has a Google Profile but isn’t showing up in the search, use this guide.
Step 2: Click Save
Step 3: Add Team members
In the left side menu, open the Config Menu -> Team -> “Add New User”
After adding your Team members’ details, click “Send Invite”
Users have all basic permissions needed to set-up the account, integrate socials, create content and beyond. Admins have access to more advanced features.
Sales Rep (on-site bot) set-up & installation:
Your Sales Rep engages site visitors in conversation and collects their contact information or directs them to a link of your choosing. It will contextually use reviews, testimonials, case studies, completed projects, and more, to better direct and convert them.
Step 1: Entered the business website in approved domain and click to Magically Generate the briefing note:
Note: The chatbot will only work on the website currently listed in approved domain.
Step 2: After the “Bot Briefing Note” generates, click Save
Note: The bot briefing note is the core instructions your sales rep uses when interacting with visitors and therefore is very important. Use this guide to optimize your Bot Briefing Note.
Step 3: Scroll down to find your Installation Code
You can find instructions on installing the code on major website platforms, here.
Step 4: Navigate to the “Chatbot Training” tab from the left hand menu and import whatever you have available from the following assets to help train your chatbot further.
Note: Your chatbot is always learning- even after your installed it on your website
Document Import: Add training manuals, guides, FAQs, marketing materials and beyond. The AI will then read through all of these and create internal summaries so it knows more about your business and offerings.
Website Import: While your website has already been scanned, you can provide non-indexed pages or pages from other websites (“Add custom Urls” - after clicking “Get Popular Pages”) to provide key web pages you want the bot to learn from.
Import Reviews from Yelp and/or Google Business. These will be used contextually in conversations to help convert site visitors to leads.
Add at least one case study/project completed using the manual content option.
Note: You just need a basic title, basic description (unstructured is fine), and image. It’s best to include some real details about the project then our AI can improve and augment it as it does with all content pieces.
Testimonial + Reviews Set-up:
Our AI Testimonial features allow you to easily collect powerful reviews and video testimonials from clients, display them on your website as a Wall of Love, and will be used in conversations by the Sales Rep to help convert website visitors to leads.
Step 1: Navigate to Config -> Testimonials from the side menu
Step 2: Customize text for the Testimonial Request landing page:
Step 3: Customize actions/text for after a customer leaves you a review/testimonial:
Step 4: Request testimonials from past and current customers using the testimonial request link:
Step 5: Customize options offered to customers leaving reviews. On the left side menu, Navigate to Config-> Fields:
Any Field that is showing for “Happy Customer Testimonial” can be edited (field title or options) or deleted by clicking on the “I” or Garbage can icons
After making your edits, please click the save button in the upper right hand corner.
Note: Please only use the multi-select option
Step 6 (if using Testimonial Sharing): On the left side menu, navigate to Referrals and customize the page:
Automated Content Set-up:
Our Automated content features enables you to turn client reviews, work completed showcases, and other (even unstructured) content, into engaging, platform optimized content across all social media channels, Google Business profile, and WordPress blogs. Our AI augments the content using real information it knows about your business and meaningful details you provided when creating the content- the more actual details you provide, the better the finished content will be. Content is set to automatically generate platform-specific content each time you add content, email the account owner for approval for each AI write-up, and publish approved content to your platforms. For those using our WordPress plugin, the AI can also write up and publish blogs and location specific posts twice a week on schedule and email you a confirmation once done.
Step 1: Add Integrations
Navigate to Config-> Integrations and clicking Configure for each account (social media platforms, Google Business, and WordPress) you’d like to have content post to
Upon successful integration, the configure button will turn green
Step 2: Add Services
Navigate to Config -> Services
Option 1: Search for and Select an Existing Category click Add then Save
Option 2: Configure a new category with AI, click create then Save
Step 3: Add (unstructured) Content in one of 3 Ways:
Option 1: Web App- Click Create content, add basic title, description, and image/video and save
Optional: if the image or video is related to the content (not a stock photo), you can add lots of valuable info to the AI instructions by clicking the image and then clicking “Analyze with AI”
Option 2: Mobile App (best for home services work)- Click + button then follow the prompts. You can take a picture right from the app, add voice notes, and more
