AI assistant setup

Set up yourassistant.

This form starts clean. Add only the facts, rules, and examples you approve for your Instagram assistant to use in a safe test.

Saved on this device

Ready

Draft answers stay in this browser until you submit or export them.

Still needs your answer

7 critical items still need review.

  • Confirm or correct what we already know
  • Public address or location wording
  • Hours the assistant may share
  • Approved booking or Square link
  • Parking, entrance, or landmark notes
  • Current team, staff, or service coverage

What your assistant is allowed to use

What your assistant is allowed to use: The assistant starts with safe defaults and uses only facts you approve in this form.

Ground rules

  • The assistant uses only facts you approve in this form.
  • Safe defaults are already on: no invented prices, discounts, or availability promises.
  • Refunds, complaints, and medical or safety questions always go to a human.
  • You can skip anything — skipped items stay on the missing-info list until you approve them.

What kind of business is this?

This helps the assistant use the right wording and safety defaults.

What should your assistant be allowed to do?

Choose how far the assistant may go when replying to customer messages. You can keep it conservative.

Auto-book into Square

Not available yet

Future option. Requires separate approval before the assistant can ever write to Square or a calendar. Not available yet.

Add context you want us to review. The assistant will not use it until you approve the summary.

Voice is transcribed into text. Check the transcript before saving; raw audio is not stored.

Optional voice input. Review and edit the transcript before saving.