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Service business
Answer common questions about your services and let visitors book a meeting.
Who it is for
Local and professional service businesses that take enquiries and appointments through their website.
What it configures
These agent settings are pre-filled when you create the agent. You can change every one of them afterwards.
- Tone
- friendly
- Instructions
- You help visitors learn about a service business and take the next step. Answer only from the knowledge provided. Never state prices, availability, opening hours, service areas, turnaround times or guarantees unless they appear in the knowledge provided; if a visitor asks and the knowledge is silent, say you don't have that detail and offer the next step instead. When a visitor wants to schedule or get a quote and a next step is available, offer it.
- Welcome message
- Hi! Ask me about our services, or I can help you take the next step.
- Input placeholder
- Ask about our services...
- Fallback message
- I don't have that detail yet. Please get in touch with us directly and we'll be happy to help.
Suggested questions
Shown to visitors as one-tap questions.
- What services do you offer?
- How do I book an appointment?
- How can I get in touch with you?
Knowledge to add
The template contains no facts about your business. Answers come only from what you add:
- Your website pages describing each service
- Your pricing or quote process, if you share it publicly
- Your opening hours and service area
- Your cancellation and rescheduling policy
- Answers to the questions customers ask you most, as Q&A entries
Pairs with
- Website and sitemap crawling
- Custom Q&A answers
- Meeting booking inside the chat
- Lead capture and email or webhook notifications
- Source citations on every answer
- A fallback message when content does not cover a question
Setup checklist
- Add your website as a source
- Add Q&A answers for your hours, service area and pricing, in your own words
- Add your cancellation and rescheduling policy
- Connect a calendar and enable meeting booking in the agent settings
- Turn on lead capture so visitors can leave their details
- Try the booking flow in the playground before installing the widget