Getting Started with AI-Assist

Create your account and select the plan that fits your business. Solo and Starter include a 14-day free trial for first-time subscribers — your card is taken so your plan can continue after the trial, but you are not charged during the trial.

• Visit the Pricing page and choose Solo, Starter, Professional, or Enterprise
• Register with your business email
• Complete the quick onboarding questionnaire (business name, industry, goals)
• You'll be taken straight to your dashboard

Paste your website address and your AI chatbot is built from your own information. You then add or correct your services, pricing, FAQs and policies so it answers customer questions accurately.

• Paste your website address — the AI reads your site and drafts your chatbot
• Check and edit its answers in Dashboard → Chatbot
• Add anything missing: prices, opening hours, policies, common questions
• Test it yourself before you add it to your website
• Stuck? Email us and the founder will help — we aim to reply within 1 working day

Embedding the chatbot on your website takes a single line of code. We provide the snippet and step-by-step instructions for WordPress, Wix, Shopify and most other platforms.

• Go to Dashboard → Chatbot → Embed Code
• Copy the one-line JavaScript snippet
• Paste it before the </body> tag on your website
• The chatbot will appear as a bubble in the bottom-right corner
• Customise the colour and greeting message from your dashboard

Connect the tools your business already uses. The more integrations you enable, the more your AI can do automatically.

• Google Calendar — for automated appointment booking
• Zoom — auto-create video meetings on every booking
• Booksy — for barbers and salons (appointment sync)
• Resend — branded transactional emails (already wired in for you)
• Webhooks — POST lead and booking events to any third-party tool (Zapier, Make, n8n, custom endpoints)
• Stripe — already connected for your subscription billing
• WhatsApp Business — on the roadmap; email info@aiassistsmes.co.uk to join the waitlist

Your chatbot can automatically capture leads — names, emails, phone numbers, and enquiry details — and save them to your CRM dashboard.

• Go to Dashboard → Chatbot → Settings → Lead Capture
• Enable lead capture and set which fields to collect
• Configure email notifications for new leads
• View all leads in Dashboard → Leads
• Convert leads to clients with one click

Set up automated email sequences to nurture leads, onboard new clients, or follow up after appointments — all sent automatically based on triggers you define.

• Go to Dashboard → More → Email Sequences
• Create a new sequence (e.g., "New Lead Follow-Up" or "Welcome Series")
• Add steps: emails sent 1 day, 3 days, 7 days after a trigger
• Write your email content or ask us to write it for you
• Activate the sequence — it runs automatically

Once everything is configured, you're live. Your dashboard gives you a real-time view of chatbot conversations, leads captured, appointments booked, and emails sent.

• Check Dashboard → Analytics for weekly performance metrics
• Review chatbot conversations in Dashboard → Chatbot → Conversations
• Monitor leads and conversions in Dashboard → Leads
• Use the weekly email summary we send every Monday
• Update your knowledge base as your business changes