Explain what to expect
Answer from your service menu, appointment lengths, preparation instructions, and cancellation policy.
Beauty & wellness
Explain your services, share preparation guidance, and help with consultation requests while your team focuses on the customer in front of them.
EXAMPLE WORKFLOW · Website inquiry
A new customer wants to understand the service before booking.
“I’m visiting for the first time. How long is a consultation, and can I book one next week?”
Answer from your service menu, appointment lengths, preparation instructions, and cancellation policy.
Collect the customer’s details and preferred time, then use the calendar actions you have enabled.
Keep appointment questions and preferences with the contact so your team can prepare for the visit.
Pass questions about personal suitability or treatment advice to a qualified member of your team.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
Connect your calendar so your front desk can help with appointments. Keep bookings linked to the customer and the conversation that started them.
Explore SchedulingLet your AI receptionist answer calls using your business information. Capture the request, help with scheduling, and pass the conversation to your team when needed.
Explore AI receptionistBring your website, documents, FAQs, videos, and product information into one knowledge base. Test answers and fill information gaps before connecting it to customers.
Explore Knowledge & answersAdd your service menu, opening hours, appointment lengths, preparation instructions, and cancellation policy. The assistant can answer routine questions from those sources and collect booking preferences while your team is with customers.
InsertChat can help with appointments through connected calendar actions. Check that the available connections fit your current booking process. Your team should handle requests that your setup cannot schedule, along with personal suitability and treatment questions.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.