Enterprise plan onboarding

Introduction

We’re excited to help you set up your AI concierge and ensure it effectively represents your company, products, and services. To do this quickly and efficiently, we need some key information from you. This will help us:

1. Add the necessary content to train the AI to provide accurate and helpful answers.

2. Understand the areas of your business you want the AI to focus on, so it can best assist your visitors.

3. Customize the AI’s behavior to align with your lead qualification process, ensuring it asks the right questions and captures important details.

Billing information and invoices

Please go to our Stripe powered portal where you can add your invoicing details and download invoices etc.

What We Need from You:

1. Content: Details about your website content and any additional resources for training the AI.

2. Key Questions: A list of the top 10-20 questions you’d like the AI to answer, either from your FAQ or common inquiries.

3. Lead Qualification: Specific questions the AI should ask visitors, such as what they are looking for, budget, timelines, and other relevant details.

Providing this information will allow us to tailor the AI to your needs and ensure it engages effectively with your visitors.

Lead Qualification

Think of this as giving instructions to a human assistant. The AI concierge needs clear guidance on how to qualify your leads effectively. Here’s what we need from you:

1. Lead Questions: What questions should the AI ask visitors to understand their needs? Examples include:

   1. What are they looking for?

   2. What is their budget?

   3. What are their timelines?

2. Capturing Details: Specify when the AI should capture important visitor information, such as:

   1. Email addresses

   2. Phone numbers

3. Meeting Booking Forms: Let us know if/ when the AI should show a booking form. Currently, we only support Calendly for direct booking, so please provide your Calendly link if applicable.

4. Desired Flow: Describe how you envision the lead qualification process working. It doesn’t have to be a fully developed logic flow—we can collaborate to design the process based on your desired outcomes.

This approach ensures that the AI captures the right information at the right time, helping you engage qualified leads and streamline the next steps.

Content Preparation

To train your AI concierge effectively, we need access to all relevant content. This includes:

• Website Content: Text, images, and any other materials from your site.

  • Please list all the pages you want us to train on, or if more relevant, list the ones you do not want us to train on

• Multimedia Resources: Links to YouTube videos or any video content available online.

• Documents: PDFs, text documents, or any internal resources you’d like the AI to learn from.

• Images and Videos: Any visual content that helps explain your products or services.

Please package this information into a shareable resource (like a WeTransfer link) for easy access.

Content Prioritization:

Since the AI cannot be trained on everything from day one, it’s crucial to list your content in order of importance. Start with the most urgent and impactful materials and work down to less critical content. This ensures we focus on what matters most to your business right away.