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

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.

What it is: Knowledge URLs let AI Receptionist learn straight from the pages you already publish. Add a Help centre page, a how-to guide, a blog category, or a whole XML sitemap, and the assistant reads those pages so it can answer with your own words.

No copy-pasting FAQs into a form. When your website changes, press Sync and the assistant catches up.

Step by step: add knowledge URLs

1. Open Chatbot Training. In the dashboard, go to CRM Hub → Chatbot Training and find the Knowledge URLs card.

2. Choose a page or a sitemap. Pick Single URL for one page (for example your Help centre home) or XML sitemap to import every page listed in an XML sitemap on the same website.

   Sitemaps are perfect when your Help articles live under many different addresses.

3. Choose who learns from it. Use Applies to to pick Sales and Support, Support only, or Sales only. Pricing and product pages suit Sales; Help articles and how-to guides suit Support.

4. Add it, then Sync. Click Add URL (or Add sitemap), then Sync. ConsultGen fetches the pages and shows Trained on N URLs, so you always know exactly how much the assistant has read.

5. Test it. Ask a question that is only answered on one of those pages and check the reply.

6. Re-sync after big updates. Published a new guide or changed a policy? Press Sync on that source. Remove sources you no longer want with Delete.

Good to know

• Only public HTTPS pages can be used. Pages behind a login cannot be read; for signed-in customers, use Support pulse for live account answers instead.
• Each sitemap imports up to 50 pages from the same website, so point it at your most useful section (Help, guides, pricing).
• Your written training (services, policies, FAQs) still applies. Knowledge URLs add to it; they do not replace it.

Best practices

• Train Support on Help centre and how-to content; train Sales on pricing, features, and comparison pages.
• Keep pages clear and up to date: the assistant is only as accurate as the pages it reads.
• Watch the Trained on count after each Sync to confirm the import worked.

What it is: Support pulse connects your Support chat to your own product. When a signed-in customer asks something like "How many posts are scheduled?" or "Is my account connected?", AI Receptionist asks your app for the live answer and replies with real figures, not a guess.

It is built for SaaS products and client portals where the useful answers live behind a login.

How it works

• You provide one secure HTTPS address (your pulse URL) that returns the signed-in customer's current figures.
• Your page shares the customer's sign-in with the chat widget, so the request is made as that customer and only sees their data.
• Pulse is only used for metric-style questions (counts, backlog, status, plan limits). Everyday chat does not call it.
• Sales chats never use pulse. Live account data stays in Support.
• If the data cannot be loaded, the assistant says so and points the customer to their dashboard instead of inventing numbers.

Step by step: turn on Support pulse

1. Open the settings. Go to Settings → Growth Modules → AI Receptionist → Support pulse.

2. Add your pulse URL. Enter the HTTPS endpoint your developers expose, then switch on Enable Support pulse.

3. Set the tone and rules (optional). Add a Support persona and a short policy, for example "Only quote figures from live data".

4. Embed the Support widget on your signed-in pages. Use the Support embed (data-scope="support") and expose window.ConsultGenChatAuth so the widget can pass the customer's sign-in securely.

5. Test it. Sign in as a customer and ask a numbers question. Then sign out and ask again; the assistant should say live data is unavailable.

Pair it with website training

Support pulse answers "what is happening in my account right now". Knowledge URLs answer "how do I do this". Together, your Support assistant can explain a feature from your Help centre and confirm the customer's live status in the same reply.

Developers: see the Developer Hooks docs for the auth bridge and request headers.

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.