Everything you need to get up and running with AI-Assist in under 30 minutes.
Follow these steps to go from sign-up to live chatbot in under 30 minutes.
Sign up and choose a plan. The 14-day free trial gives you full access — no credit card required.
Create Account →Go to the Clients section and add a client (this can be your own business). Clients are how the platform groups your chatbots, leads, and sequences.
Go to Clients →Go to Chatbot → Create New. Give it a name, write a system prompt describing your business, and optionally add knowledge base articles so it can answer specific questions.
Create Chatbot →Once your chatbot is active, copy the embed code from the Chatbot dashboard and paste it before the </body> tag on your website. It works on any site — WordPress, Wix, Squarespace, or custom HTML.
Get Embed Code →Go to Automations and create rules that trigger when a new lead arrives, a lead is qualified, or an appointment is booked. You can send emails, SMS, or WhatsApp messages automatically.
Set Up Automations →Go to Email Sequences and build a multi-step nurture sequence. Enrol leads manually or let automations enrol them automatically when they come in.
Create Sequence →Common questions answered.
No. The platform is designed for non-technical users. If you can copy and paste a line of code, you can embed the chatbot. Everything else is point-and-click.
Go to console.anthropic.com, create an account, and generate an API key. Add it in Dashboard → Settings → API Keys. You can also use an OpenAI key as a fallback.
Sign up for a Twilio account at twilio.com, get a phone number, and add your Account SID, Auth Token, and Twilio number in Dashboard → Settings → API Keys. For WhatsApp, you'll need to apply for WhatsApp Business API access through Twilio.
You'll see a clear message in the dashboard when you're approaching or at your limit. The platform will prevent new items from being created over the limit. Upgrade your plan anytime to increase your limits.
Yes. Go to Dashboard → Billing → Manage Subscription to cancel. You'll keep access until the end of your billing period.
Yes. All data is stored in EU-region Supabase infrastructure. The platform includes unsubscribe links in all automated emails and respects opt-outs. See our Privacy Policy for full details.
Email us at info@aiassistsmes.co.uk or call 0121 516 0273. We're based in Birmingham and respond within 1 business day.
Our Birmingham-based team is here to help. We respond within 1 business day.