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Plan & Account
Train AI Agent
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Choose Your Plan

Start with a 14-day free trial. Cancel anytime.

📋 Select a Plan

👤 Create Your Account

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Please enter your business name.
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📦 Order Summary

Plan Professional
Price after trial $19.99/mo
14-day free trial Included
Due Today $0.00
Your trial runs until —. Cancel anytime before then and you won't be charged.

Train Your AI Agent

Tell us about your business so we can customize your agent. Fields with ★ are pre-filled from Step 1.

🏢 Business Information

Core details about your business. Some fields are pre-filled from your signup info.

We'll scrape this to build your agent's knowledge base automatically.
Where new lead alerts are sent.
Where new lead SMS alerts are sent.

🎨 Chat Widget Appearance

Customize how the chat widget looks on your website.

Upgrade to Professional or Enterprise to customize your chat header.
First message visitors see when they open the chat.

🧠 Agent Goals

Help us understand what you want the agent to do. We'll handle the technical tuning.

The primary purpose of your AI agent. What should it accomplish in every conversation?
A qualifying question the agent should ask to determine if a lead is a good fit.
A second qualifying question to help prioritize leads.
The agent will use these to give accurate, instant answers to visitors.
Rules the agent must always follow. Things it should never say or do.
We handle the rest. Based on your industry and info above, our team will automatically configure: lead scoring rules, conversation strategy, objection handling, and response tuning. You can adjust all of these later in your portal under Agent Settings.

⚡ Auto-Configured For You

These are set automatically based on your industry and business info. No action needed.

Lead Scoring
Hot / Warm / Cold rules based on your industry
Conversation Strategy
Optimized for lead capture
Industry Keywords
Auto-generated from your site
Knowledge Base
Scraped from your website
Response Tuning
Optimized tone & length
Objection Handling
Auto-configured rebuttals
Website URL HOW-TO
Enter your main business website. We'll automatically scan it to train your AI agent with your services, pricing, and company info.
Example
https://smithsroofing.com
💡 Don't have a website? No problem — just leave this blank and fill in your FAQs and policies below.
Service Locations HOW-TO
List the cities, counties, or regions your business serves. Your AI agent will use this to qualify leads.
Example
Bristol County MA, Providence RI, Newport RI
💡 Separate multiple areas with commas. You can update this anytime in your portal.
Chat Header Text HOW-TO
This is the title visitors see at the top of the chat window on your website.
Examples
Smith's Roofing — Ask Us Anything!
Chat with Mike's Plumbing
Need a Quote? We're Here 24/7
💡 If left blank, we'll default to your business name.
Welcome Message HOW-TO
This is the first message visitors see when the chat bubble opens. It should feel natural and invite them to ask a question.
Examples
Hi there! Need a free estimate or have a question? I'm here to help.

Welcome! I can answer questions about our services, pricing, and availability.
Common FAQs HOW-TO
List the questions your customers ask most often — one per line. Even 3-5 questions helps a lot.
Example
What areas do you serve?
Do you offer free estimates?
Are you licensed and insured?
What's your typical response time?
💡 Think about what questions you get on phone calls, emails, or your Google reviews.
Primary Goal HOW-TO
This is the primary mission of your AI agent — what it should accomplish in every single conversation.
Examples
Lead Capture: Answer visitor questions, qualify their needs, and collect contact info for follow-up.

Appointment Booking: Guide visitors to schedule a free estimate by collecting their name, phone, address, and preferred date.
💡 Keep it focused on one main goal. Use the Qualifier fields to ask lead-qualifying questions.
Compliance Boundary HOW-TO
Set hard rules the agent must always follow — things it should never say, promise, or do.
Examples
Never provide specific pricing over chat.
Do not make guarantees about project timelines.
Always recommend calling 911 for true emergencies.
Never badmouth competitors.
💡 Think about what could get your business in trouble if the AI said it. Those are your compliance boundaries.
Qualifier Questions HOW-TO
These are questions your agent will ask visitors to qualify them as leads before collecting their contact info.
Examples
What is your zip code?
When do you need the work done?
Is this for a residential or commercial property?
What's the approximate size of the project?
💡 Good qualifier questions help you prioritize the best leads. If left blank, we'll auto-generate questions based on your industry.
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