Category
Implementation & How-To
108 articles, page 3 of 5
Onboarding Checklists That Stop Endless Document Chasing
New accountancy clients often send documents piecemeal, causing weeks of chasing. A checklist for onboarding that gets the right records in first time.
Roofing Quote Requests That Need Photos and Access
Roofing quotes stall when roofers have to visit just to see the job. A step-by-step playbook for capturing photos, access and roof details at first contact.
Solar Survey Requests Captured Properly
Solar surveys are where interest becomes a real quote. A step-by-step playbook for capturing survey requests with the details installers need before they visit.
Trade Enquiries That Need Specs Before a Quote
Manufacturers cannot quote without specifications, quantities and deadlines. A step-by-step playbook for capturing trade enquiries properly the first time.
Cleaning Quotes That Need Rooms, Frequency and Access
Cleaning quotes stall when the company does not know the size, frequency or access. A step-by-step playbook for capturing everything needed for an accurate quote.
Moving Quotes That Stall Without an Inventory
Removal quotes depend on what is being moved, yet many requests arrive with only two postcodes. A step-by-step playbook for capturing inventories and quoting faster.
What Details a Broker Needs for a First Quote
Insurance quotes stall when brokers have to chase missing details. A checklist of what to capture at first contact for common cover types, with explanations.
First Meeting Requests Captured With Useful Context
Advisers need some context before a first meeting to make it useful. A step-by-step playbook for capturing meeting requests properly, without an intrusive form.
How to Write Answers Your SaaS Assistant Can Use
How SaaS teams can write help content that a website assistant answers from accurately: structure, wording and the habits that keep answers reliable.
Onboarding a SaaS Assistant in One Afternoon
A practical setup guide for SaaS teams to get a website assistant live in one afternoon, from crawling docs to setting handover rules and testing.
Setting Up a Property Assistant on Your Agency Site
A setup guide for estate agents adding a website assistant: preparing listings, installing on your platform, setting qualification and handover, and testing.
How to Train a Store Assistant on Your Product Catalogue
How to train a website assistant on an online store's product catalogue so it answers accurately, from preparing product pages to testing and fixing gaps.
How to Train a Website Assistant on Product Docs
How SaaS teams can train a website assistant on product documentation so it answers accurately, step by step, from crawl to testing to fixing gaps.
Asking for Contact Details Without Scaring People Off
When and how a chatbot should collect contact details, with wording that works, wording that feels like a trap, and a fair value exchange.
Deciding Exactly When a Person Should Take Over a Conversation
How to write chatbot handover rules by topic, emotion, value and direct request, and how to set on-duty hours so live takeover works in practice.
Name, Colour and Avatar: Making the Assistant Look Like Your Business
How to customise a chat widget so it fits your site: choosing a name, avatar, brand colour and welcome message, and when removing branding matters.
Setting On-Duty Hours So a Real Person Can Step In
How to choose live chat on duty hours, what visitors see when nobody is available, and a simple rota small teams can actually keep to.
Preparing Documents to Teach Your AI Assistant
Before you upload documents to a chatbot, fix the structure, dates and contradictions. A practical guide to price lists, policies and PDFs.
Running Assistants for Several Brands From One Account
How to run multiple chatbots from one account without mixing up brands, with naming conventions, separate knowledge and the plan limits to know.
Sending Chat Leads to Your CRM With Webhooks
A plain guide to using a chatbot webhook to send leads to your CRM, directly or through Zapier or Make, and how to test it before real visitors arrive.
Setting Up an AI Receptionist in One Afternoon
A timed walkthrough to set up an AI receptionist on your website in about four hours: teach it, configure it, install one script tag and test it.
Soft Launch: Try Your Assistant on One Page First
A practical soft launch chatbot plan: pick one high-intent page, watch the right signals for two weeks, then decide when to roll out site-wide.
Turning Chat Conversations Into Support Tickets
When chatbot support tickets beat a quick answer or a lead, what a useful ticket contains, and how customers stay updated once a number is issued.
Turn Your Assistant's Unanswered Questions Into New Website Pages
Use your assistant's knowledge gaps as content ideas: how to decide which questions earn a full page, an FAQ entry, a policy update or nothing at all.