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 — your card is taken so your plan can continue after the trial, but you are not charged during the trial.
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 branded emails automatically and connect to other tools via webhooks. Text-message actions are coming soon. Appointment reminders and booking confirmations can already be texted to your customers from our shared UK number — switch on Text messages under Booking Page → Confirmations & reminders. WhatsApp is on our roadmap.
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.
No — AI is included in your subscription. Our team manages the underlying AI provider for you. Advanced users on higher plans can optionally bring their own Anthropic or OpenAI key from Dashboard → Settings → API Keys, but it is not required.
Texts to your customers are live: appointment reminders and booking confirmations are sent from our shared UK number once you switch on Text messages under Booking Page → Confirmations & reminders (metered by plan). Text alerts to you about new leads are not available yet — new-lead alerts come by email. SMS automation actions and WhatsApp are on our roadmap — email info@aiassistsmes.co.uk to join the waitlist.
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.
We work in line with UK GDPR and are ICO registered. 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. We're based in Birmingham and aim to reply within 1 working day.