Set up the AI assistant

The AI only answers from what you tell it, so the better your notes, the better it gets.

Teach it about your business

1. Open AI assistant.
2. Under About the business, fill in What the business does, Services and prices and Area served. The AI quotes prices only exactly as written here, so one per line works best.
3. Add your Website. It's the only site the AI may link to, besides your booking page.
4. Set your Opening hours, and add anything else under Anything else about opening times.
5. Under Questions customers ask, add the ones you hear most, in your own words. Choose Add a question for each one.
6. Under How it talks, pick a Tone. Add anything to Never say or promise, such as "Never promise same-day appointments".
7. Under Booking link, pick the Calendar to offer.
8. Choose Save AI settings.

Test it

Under Test it, type a question a customer might ask and choose Try. You'll see how it would answer, or if it would hand over to the team. Do this until you're happy.

What you get

• Draft a reply: in the Inbox, the AI writes a suggested reply into the composer. It never sends by itself. Check it first.
• What they want: long threads can get a short summary at the top.
• Write with AI: in campaigns and the website editor, describe what you want in a line and get a first draft. Read it through before using it.

See what it's costing

The This month panel on the same page shows requests and an estimated cost. Costs are estimates at Anthropic's list prices.

Want it to answer customers by itself? See Let the AI receptionist answer for you.