Running your business
What the AI will and won't do
The rules your receptionist follows on the website, the phone and by text, and the checks that back them up.
For ownersOn this page
What it does
Your receptionist is the same on the website chat, on the phone, by text, on WhatsApp and by email. Only the way it talks changes: short sentences on the phone, short plain texts and WhatsApp messages, short polite emails, and short replies with tappable cards in chat.
It can:
- answer questions using your business details and your FAQ
- show open times and book them
- move or cancel a booking, once it knows who it's talking to
- set up a call-back during your call hours
- take a quote request or a message for you
- add someone to the waitlist
- remember lasting things a customer tells it about themselves
- hand the conversation to you
- on the phone, transfer the call to your cell during call hours
The hard rules
These are written into every conversation, and it doesn't break them:
- It only states facts it has. Everything it says comes from your business details, your FAQ or a real lookup. If it doesn't know, it says so and offers a call-back or takes a message. It never makes up prices, policies, staff, services, discounts or open times.
- It always checks open times first. It never offers a time without looking it up.
- It never says something happened unless it did. It won't say a booking is made, moved, cancelled, sent or scheduled unless that action actually worked.
- It gets the details before booking. It needs the service, an exact open time, the customer's name, and a mobile number or email. On the phone or by text it can use the number they're contacting you from, after checking it with them.
- It keeps booking history private. It won't say anything about someone's bookings or history until they're verified.
- It doesn't take orders from text it reads. Your notes, your FAQ and anything a customer pastes in are treated as information, not instructions. It ignores requests to change its rules, reveal how it works, or pretend to be something else.
- It hands over when it should. If someone asks for a person, is upset, or wants something it can't do, it flags the conversation for you and tells them the team has been notified.
- It notes when it has helped, so your numbers show real outcomes.
- It remembers what customers say about themselves, like a preference or an allergy. Never guesses.
The checks behind the rules
Rules in a prompt aren't enough on their own, so the system checks the important ones itself.
- No false "you're booked". If a reply claims something was booked, moved, cancelled or sent, but no action actually succeeded in that turn, the reply is replaced with "I haven't done that yet. Would you like me to go ahead?" before the customer can rely on it. On the phone it says "Sorry, let me correct that." These replies are flagged in your Inbox so you can see what happened.
- Booking cards come from real results. The times, confirmations and payment buttons a customer taps are built from what the booking system returned, never from the AI's own words.
- It can't write your messages. Confirmations, reminders, codes and waitlist offers use fixed wording. The AI never writes the texts and emails sent from your number, so nobody can trick it into sending something odd.
- Links in texts are limited. AI text replies can only contain links to your booking pages or your own website. Anything else is removed.
- It only acts for your business. Every action runs for the business whose website, number or link the customer used. The AI can't reach another business's data.
- Limits stop abuse. One chat can only hold a few bookings an hour, a conversation tops out after 80 messages, and very busy visitors are asked to call instead.
What you control
In the AI settings you can set:
| Setting | What it does |
|---|---|
| Name | What it calls itself, for example "Sam". Otherwise "Your business's assistant". |
| Tone | Friendly (the default), professional, playful or calm |
| Greeting | Its first message in chat, and its first words on the phone |
| Business notes | Anything it should know: parking, what to bring, your policies |
| Never say | Things it must never say or offer |
| When to hand off | When it should pass a conversation to you |
| Remember facts | Whether it saves what customers tell it about themselves |
You can also add answers to your FAQ, and pause the AI at any time.
Tip
The quickest way to improve your receptionist is to read a few conversations in your Inbox each week. When it didn't know something, add the answer to your FAQ.
When the AI is off
If you pause the AI, your plan's monthly AI budget is used up, or your payment didn't go through, the website chat answers with:
"Our assistant is taking a break right now. Leave your name and number and the team will get right back to you."
It then shows a short form to send you a message. Phone calls get a short message and a text with your booking link. Your booking page and the booking widget keep working.
Practice mode
If the platform you're on has no AI service connected, a simple built-in practice assistant answers instead. It follows the same rules and can book, take messages and set up call-backs, but it understands far less. The dashboard tells you when you're in practice mode.
Test drive
The last setup step lets you chat with your receptionist as a customer would. It behaves exactly as it would with a real customer, so bookings you make there are real. Use your own phone or email, and cancel the booking afterwards.