✏️ Your previous settings have been loaded. Navigate to any step to make changes and click Save & Continue when done.
1
2
3
4
5
Identity Offerings Policies Hours Support
Bot Identity
Give your assistant a name and personality that matches your brand.
What should your bot be called? e.g. Max, Luna, Nova
The first message customers see when they open the chat
Choose the tone that best matches your brand
😊
Friendly & Casual
Warm, approachable and conversational
💼
Professional & Formal
Polished, precise and business-like
Luxury & Elegant
Sophisticated, refined and premium
🌿
Calm & Supportive
Patient, empathetic and reassuring
What You Offer
Tell your assistant about your products, services, menu items or rooms so it can answer questions accurately.
Enter each product, service, dish or room with its name and price
Any other details about what you offer — availability, variations, special notes
Policies & Info
Help your assistant answer common questions about how your business operates.
Enter your most common customer questions and their answers

How do customers book, reserve or make appointments?
What payment methods do you accept?
Where are you located? Do you offer delivery or shipping?
What is your cancellation or refund policy?
Any active deals, discount codes or special offers?
Business Hours
Let your assistant know when you're open so it can set accurate expectations.
Support & Escalation
What should your assistant do when it can't help a customer?
Where should customers go for issues the bot can't resolve?
Do you have a support phone number?
Do customers contact you on WhatsApp?
What should the bot say when it needs to hand off to a human?
Any other information your assistant should know about your business?