Getting started

What the page is for

The whole way from a new account to the first enquiry your AI assistant replies to: create the account, connect email and channels, teach your AI assistant about the business, set up booking, and send a test enquiry. Most of it happens in the setup, which opens on its own once the account has been created. Each step below tells you what to press, and where to change it afterwards.

What it looks like

The setup is one guide with one question per screen and a chapter band at the top. The chapters come in this order, and a chapter only shows when it has steps for you:

1. Country (only before the payment, when you created the account yourself)
2. Subscription (only when you pay yourself)
3. Website
4. Connect: Facebook, email, calendar, website, chatbot and other systems
5. Goal and booking
6. Your business
7. Done

The answers are saved step by step, so you can pause with "Finish setup later" and pick up where you left off.

This guide follows the same order, plus what happens before and after:

1. Create the account
2. Choose country and subscription
3. Approve your website
4. Connect email, channels and calendar
5. Choose a goal and set up booking
6. Check what your AI assistant knows
7. Finish the setup
8. Send a test enquiry

Buttons and fields

Create account

Step 1. On the page "Create your account" you enter your email address under Email, choose a password under Password and type it again under Confirm password. Tick "I accept the terms and conditions, privacy policy and data processing agreement", and press Create account. You then land straight in the setup.

If your account was created by an agency, you do not create one yourself: you get an invitation by email and log in with it.

Where is your business located? and the subscription

Step 2. If you created the account yourself, you first choose a country: Denmark, Sweden or Finland. The country sets the currency, phone format, time zone, which country's phone number you get, and which language your AI assistant writes in. The country is guessed in advance, so you only change it if it is wrong.

Then you choose Monthly or Annual and go to the payment. The first month is free: if you cancel during the free month, you pay nothing. You cannot move on in the guide without an active subscription. The mobile app has no subscription step, and a customer of an agency never sees it.

Approve

Step 3, your website. Under "What is your website?" you enter the address, for example yourcompany.com, and press Approve. While you do the rest of the guide, your AI assistant reads the website in the background: this is where it learns what the business does, what it sells and where it is. The guide requires a website, and a Facebook page does not count. If you do not have the address ready, you can leave with "Finish setup later" and come back.

Connect Facebook, Connect email and Connect calendar

Step 4, the Connect chapter. Each step has one large button and "Skip" below it. Every step is optional, but your AI assistant only starts once at least one source of enquiries is connected: Facebook, email, the website or other systems. The calendar is not a source.

• Connect Facebook: log in with Facebook and choose the page to listen on. Enquiries from your Facebook ads then land straight away.
• Connect email: enter your email address and press Connect. The guide finds the provider itself: Gmail, Outlook or another provider such as one.com and Simply, where you enter the password for the mailbox. With email, your AI assistant can reply from your own address. Without email it replies by SMS.
• Connect calendar: choose Google Calendar, Outlook or Apple, then choose which calendar to use. Your busy times then never get booked. The connection only counts once a calendar has been chosen.
• Connect website: sets up the form on your own website, so its enquiries come straight in. You get the code and instructions, which you can follow yourself or send to your web designer. Until the first enquiry from the form has come in, it says "Awaiting verification".
• Set up the chatbot: only shows when your package has the chatbot. The button opens the instructions with the code line for your website. Once the line is on the website, the chatbot switches on by itself (the site is checked at night), or you can press "Go live" in Settings, on the Chatbot tab.
• Connect other systems: gives you a webhook address for forms, portals or Zapier. The address works straight away.

Every connection can also be made or changed later under Settings, on the Integrations tab.

What is your primary goal?

Step 5, the Goal and booking chapter. Here you choose what a conversation with a lead should end in, for example:

• "Book inspection": the lead books an inspection based on address and availability (only for Danish businesses).
• "Book phone meeting": the lead books a phone meeting based on your availability.
• "Book video meeting": as for a phone meeting, and the meeting link is created and sent automatically.

Then come the booking steps that fit the goal, for example Duration, Service area, Does it cost anything?, Working hours and Booking period. The goal and booking can be changed afterwards under Settings, on the Goal and booking tab.

Looks right

Step 6, the Your business chapter. The screen "Here's what we learned about <company>" shows what your AI assistant found on the website. Correct anything that is off, and press Looks right. Whatever it did not find, you are asked about afterwards, one question at a time, for example the business name, industry, a short description, what you sell, your name and your phone number.

This is the knowledge your AI assistant uses in its replies, so an empty or vague field gives replies that sound generic. Everything can be changed afterwards under Settings, on the Your business tab.

Go to dashboard

Step 7, the last step of the setup. As long as something is missing, it says "You are almost ready!" with a list of exactly what is missing, and a button next to each line that jumps straight to the step. When everything is in place and your AI assistant is running, it says "That's it!". Press Go to dashboard to finish the setup. Your AI assistant starts by itself once the last requirement is met.

Show QR code

Step 8, the test enquiry. When the setup says "That's it!", send a test enquiry and watch it get answered. Use a phone number or an email address where you can read messages yourself:

• Fill in the contact form on your own website, once it is connected, or
• open Settings, the Integrations tab, press Show QR code on the QR code line, scan the code with your phone, and fill in your name, phone or email and a message.

The enquiry lands under Conversations, and your AI assistant writes to the number or email address on it. Once the first enquiry from the website form has come in, the website changes from "Awaiting verification" to Connected.

What the customer sees afterwards

Once the setup is finished, your AI assistant replies to new enquiries by itself. Each enquiry lands under Conversations with the whole dialogue, and you can write in the same thread yourself. Booked times show under Bookings and in the Calendar, and the Overview shows the numbers. With email connected, leads see your own address as the sender; without email they get SMS.

The setup itself sends no messages to leads. It only opens the connections in your name: Facebook, the email account and the calendar.

Typical questions from the customer

"Do I have to connect everything?"

No. Every step under Connect is optional, and "Skip" moves on. Your AI assistant only needs at least one source of enquiries to be connected: Facebook, email, the website or other systems. The calendar is recommended when your goal books times, so you do not get double booked.

"Can I skip the email?"

Yes. Without email, your AI assistant replies by SMS. The email can be connected later under Settings, on the Integrations tab. Enquiries that only left an email address get no reply until an email is connected, though.

"When does the AI assistant start replying?"

When every required step is filled in, the subscription is active, and at least one source of enquiries is connected. The last step of the setup shows exactly what is missing.

"Can I change something afterwards?"

Yes. You change the business details under Settings, on the Your business tab, the goal and booking on the Goal and booking tab, and the connections on the Integrations tab. You can also open the setup again and go straight to a single step.

"My test enquiry does not show up"

First check that the setup says "That's it!". If it came from the website form and it still says "Awaiting verification", the code is not in the head section of the pages where the form is. Try the QR code under Settings, on the Integrations tab, to see whether the rest works.

"I am a customer of an agency. What is different?"

The agency creates the account and handles the subscription, so you get neither the Country step nor the subscription step. The rest of the setup is the same, and you connect your calendar yourself.

Limitations and errors

• A test enquiry counts and costs like an ordinary enquiry.
• Which steps you see depends on your package and your answers. For example, "Set up the chatbot" only shows when the package has the chatbot, and if you choose a phone meeting, the address and service area fall away.
• "Book inspection" only exists for Danish businesses.
• The setup cannot be finished without an approved website.
• Next is disabled until the step is filled in. If you press it anyway, it says "Please fill in all required fields".
• If a step cannot be saved, it says "Could not save". Try again.
• If you come back from Google without every box ticked, Google has not given permission to send email. Connect again and leave every box ticked.
• If the system is paused, the QR code page cannot take enquiries, and the page says so itself.