Learn how to install, configure, and operate your voice assistant platform.
Create an account on the platform dashboard.
Create your first assistant — give it a name, language, and business description.
Select and configure business modules (Prospects, Calendar, Quotes, Bookings).
Generate a system prompt based on your business context.
Deploy the widget on your website using WordPress or JavaScript.
Test the assistant from your site.
Install the dedicated WordPress plugin from your dashboard. Enter your deployment token and publish.
Copy the embed snippet from your dashboard and paste it before the closing </body> tag of your website.
Add the script tag to any website builder, Tag Manager, or custom HTML. Contact support for guidance.
Configure which fields the assistant collects. Qualified prospect records appear in your Prospects dashboard.
Set working days, hours, and appointment duration. Visitors can request appointments and receive confirmations.
Define fields to collect and optional automatic quote estimation with pricing rules and disclaimers.
Configure booking types, required fields, and confirmation mode for vehicle rentals, equipment, rooms, or services.
Set triggers for when the assistant should transfer to a human operator. Define fallback messages when no operator is available.
Send lead, appointment, quote, and booking events to external tools via webhook URLs with optional secret headers.
Ensure your browser has microphone permissions enabled. HTTPS is required for voice access.
Verify the embed snippet is correctly placed. Check domain authorization in deployment settings.
Monitor your quota from the Billing page. Upgrade to a higher plan or enable overage if supported.
Configure handoff triggers and ensure team members have notification preferences enabled.
Check the deployment status in your dashboard. A green indicator means the widget is detected and active.