Standalone

Launch AI tools that feel polished, helpful, and surprisingly easy to run.

These standalone guides explain AI Receptionist and Smart Inbox Pro in simple, human terms so your team can get live quickly and use them with confidence.

Standalone AI

AI Receptionist

A bright, always-on front desk for your website. It answers common questions, handles first contact beautifully, and smoothly guides people toward booking or human follow-up.

How to use AI Receptionist

A simple guide to turning AI Receptionist into a warm, capable first point of contact on your website.

  • Last updated: July 28, 2026
  • Reading time: 3 minutes
  • Difficulty: Beginner

What it is: AI Receptionist is your website's always-on front desk. It welcomes visitors, answers common questions, offers booking guidance, and gracefully collects handover details when a real person should step in.

In plain terms, it helps you sound faster, sharper, and more available, even when your team is busy.

Step by step: how to use AI Receptionist

  1. Open the AI Receptionist settings. Start in the dashboard area where you manage the chatbot or receptionist experience for the organization you want to update.

    Double-check that you are in the correct organization before editing anything.

  2. Set the welcome tone. Write a greeting that sounds calm, clear, and inviting.

    A great opening should tell visitors they can ask about services, pricing, availability, or getting in touch with a human.

  3. Add your key business answers. Train the assistant with the information people ask for most often.

    Focus on services, pricing logic, booking rules, opening hours, turnaround times, and common support questions first.

  4. Separate sales and support properly. Make sure the assistant knows when a conversation belongs in sales and when it belongs in support.

    This keeps warm leads out of the wrong queue and makes the handover feel far more polished.

  5. Connect the booking journey. If you use the booking widget, set the booking page URL so the assistant can guide visitors into the correct page and slot flow.

    This is especially important when the chat appears across multiple pages.

  6. Test the booking path. Ask real-world questions like ?What times are available on Thursday?? or ?Can I book a consultation next week??

    Check that the assistant gives the right answer, opens the right page or widget, and preserves the correct service and time selection.

  7. Test the human handover path. Ask to speak to sales, support, or a person.

    Confirm that the assistant collects details cleanly and sends the enquiry into the right team queue.

  8. Review the live conversations. After launch, read through early chats closely.

    Look for awkward answers, missing details, or moments where the assistant should have handed over faster.

  9. Improve it every week. Add missing answers, shorten clumsy responses, and refine the handover wording as you learn what visitors really ask.

    The assistant gets more valuable when its knowledge becomes sharper and more specific to your business.

What AI Receptionist is brilliant at

  • Answering repeat questions without making visitors wait.
  • Guiding people toward booking, pricing, services, and next steps.
  • Separating sales-style conversations from support-style conversations.
  • Capturing lead details cleanly when a human follow-up is needed.

Best practices for a smoother experience

  • Write training content in the same words your customers use.
  • Keep answers short, direct, and reassuring before adding detail.
  • Review missed or clumsy conversations and tighten the knowledge regularly.
  • Test both the booking flow and the human handover flow after each major change.

When to hand over to a human

AI Receptionist shines at clarity and speed, but it should hand over confidently when a visitor needs custom pricing, a sensitive support response, or a sales conversation that benefits from a real closer.

That blend is where the magic happens: the assistant keeps the momentum alive, and your team steps in exactly when the conversation becomes valuable enough to deserve human attention.

Standalone AI

Smart Inbox Pro

A calmer, cleaner team inbox for sales and support conversations. It helps staff see what matters, claim chats quickly, and move follow-up forward without the usual chaos.

How to use Smart Inbox Pro

A simple guide to helping your team stay organized, responsive, and wonderfully calm while handling live conversations.

  • Last updated: July 28, 2026
  • Reading time: 3 minutes
  • Difficulty: Beginner

What it is: Smart Inbox Pro is the staff-facing workspace for live AI-assisted conversations. It helps your team review chats, claim ownership, filter what matters, and resolve follow-up without the usual messy scramble.

In simple terms, it turns a noisy stream of chats into something your team can actually manage with confidence.

Step by step: how to use Smart Inbox Pro

  1. Open the inbox at the start of the day. Begin with the sales or support queue that matters most to your team.

    Your goal is to get immediate clarity on what is new, live, claimed, or ready to close.

  2. Use filters before reading everything. Narrow the view by queue, status, or stage instead of scanning the full list manually.

    This keeps the inbox calm and helps your team focus on the highest-value conversations first.

  3. Open the hottest conversations first. Prioritize handover requests, new lead enquiries, and unresolved support chats.

    These are the conversations most likely to lose momentum if nobody responds quickly.

  4. Review the contact context. Before replying, check the transcript, captured details, and any linked contact or pipeline information.

    This helps your team respond like they already understand the conversation instead of starting cold.

  5. Claim ownership clearly. When a team member is taking the conversation forward, claim it.

    That simple action removes confusion and stops two people from replying to the same lead differently.

  6. Move the conversation forward. Reply, follow up, book the next action, or escalate internally.

    Smart Inbox Pro works best when every open conversation has an obvious next step rather than sitting in limbo.

  7. Resolve chats when the work is done. Once the enquiry is handled or handed off properly, mark it resolved.

    This keeps the queue tidy and makes reporting much more trustworthy.

  8. Review patterns every week. Look for recurring support issues, sales objections, or slow handover moments.

    Use those patterns to improve AI training, staff playbooks, and follow-up automations.

What Smart Inbox Pro helps your team do

  • See new, live, claimed, and resolved conversations clearly.
  • Separate sales-style opportunities from support requests.
  • Review contact context before replying.
  • Keep follow-up moving instead of letting warm conversations go cold.

Best practices for a sharper inbox

  • Agree on what counts as sales, support, claimed, and resolved.
  • Keep the inbox tidy by resolving finished chats promptly.
  • Use contact stages and filters to avoid treating every conversation with the same urgency.
  • Review webhook or CRM automations so high-value chats trigger the next action automatically.

When Smart Inbox Pro feels most powerful

It feels strongest when your team no longer hunts for context. The conversation, contact details, queue, and next action should feel wonderfully close together.

That is the real payoff: less noise, cleaner ownership, quicker replies, and a more composed customer experience from first message to final resolution.

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