Hi , and welcome to your AI Chat Assistant.

There are 7 sections to complete so we can configure your Assistant. It may take some time, but the more detail you provide now, the faster we can activate and test it for you.

Please be as detailed as you can — the more complete your answers, the quicker we can get your Assistant live and running smoothly.

Saving Your Progress

If you’d like to pause and continue later, just click Save & Continue at the bottom of the page. We recommend you do this often to avoid losing the work you have completed.

A unique link will appear. When you’re ready to continue, simply click the link, and you’ll return to exactly where you left off.

You can also copy the link, or enter your email address to have it sent to you. The link will stay active for 7 days, so you can come back and finish at any time.

For now, when you’re ready, click Next to begin.

Let's set up your Assistant first. Firstly let's give it a name, then add some character by making your selection from the choices.

Now we need to understand what you want to achieve. So firstly, What's the Primary Goal?
Here's an example of what you could say...
- Assist customers with information about services we offer and help them book an appointment for their required service.
- Ensure you ask for contact details from the customer - Name, Phone, Email address.

Secondly are there specific services or products should prioritise when engaging with users?

To reduce complaints, we suggest letting people know they’re chatting with a digital/AI Assistant.
When greeting or if asked directly, should (choose one)

Now we need details of your business and the key contacts for each area that will use.

can have many conversations but there are likely things that are either not ideal or need to be answered in the right way. What are the Do's and Don'ts?

Are there any topics should avoid? (e.g., food, personal opinions, politics)

needs to know what to do. eg
- If does not know the answer to a question, let them know you will get the answer and respond shortly.
- If responding at a later time we need to know the person's contact details.

How should handle customer support queries it can’t directly resolve?
eg. If they ask a customer support questions, such as help with billing, request copies of invoices or request to talk to a particular team member then politely tell them you cannot help with that and they will need to email [EMAIL ADDRESS] or call [PHONE NUMBER] for help.
If you want to respond in this way, please provide us with the relevant Email and/or Phone.

Should collect contact information for unresolved queries, and if so, what information is required?

If will handle making bookings we need details of how this happens.

Will be responsible for scheduling appointments? If yes: What type of appointment will be booking?

Is your booking calendar set up in DigiSyncro?

What details must collect before booking? (e.g., name, email, phone number).
We suggest not asking for too many details as this will make it hard for and the user.

Will handle rescheduling or canceling appointments?

Can be trained to respond to any information requested. We need to program that, so please let us know the following:

What are the most common questions customers ask? (provide a list of FAQ's we can use to train
You can also provide a link or document we can use.

Provide a specific list of services or products should be knowledgeable about.
You can also provide a link or document we can use.

Are there any predefined responses or scripts should use for common enquiries?
if yes you can provide a list we can use to train .
You can also provide a link or document we can use.

How should handle users who provide irrelevant responses or fail to engage?
eg If they respond 3 or more times with off the wall /unrelated questions or messages, and are ignoring your prompts for information or to book an appointment, politely move to end the conversation, letting them know to reach back out when they are ready to get connected with someone on the team who can help them.

Should collect user contact details for follow-up actions? If yes, what specific details are required?

Should suggest other ways to connect with the company (e.g., social media, direct call)?
If Yes please provide the details.

will be integrated with your DigiSynro CRM. Are there any custom fields from your CRM should update during conversations? If yes, what are the field names and expected data types?

Please check all the locations you want installed.

Is there anything else you want to know to help it communicate?
eg. Owners name, years in business or a uniqueness about your business.