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Conversations AI Setup Requirements

Use the information below to set up the client’s Conversations AI chatbot properly.

Step 1: Confirm Product Tier (Pro vs. Premium)

To begin, the Campaign Manager will need to confirm whether the client will be using Conversations AI Pro or Conversations AI Premium. This step is important because the Premium version includes additional features and add-ons that require extra setup, configuration, and client input.

Step 2: Required Information for All Chatbot Setups

Once the product tier is confirmed, the Campaign Manager will request the following information to begin the setup process:

  1. Website and Backend Access

Provide the following so the chatbot can be installed properly.

  • Website URL
  • CMS platform (WordPress, Shopify, etc.)
  • Login credentials (if installation support is needed)

  1. Code Installation Preferences

If the client prefers not to provide backend access, they may:

  • Install the chatbot code themselves, or
  • Schedule a call where we can guide them through the installation process

  1. Additional Training Resources

Should the AI reference information beyond the website? If so, please provide:

  • Additional URLs
  • Custom text or FAQ content
  • Documents or files (PDFs, menus, pricing sheets, policies, etc.)

  1. Google Business Profile Information

Provide the client’s Google Business Profile (GBP) link and confirm it is accurate. If a GBP is unavailable, the following details must be provided instead:

  • Business name
  • Address
  • Phone number
  • Website
  • Hours of operation

  1. Branding Assets

Provide the client’s favicon or logo file to ensure proper branding and white-label presentation.

  1. Team Access

List all team members who should have access to view leads and use the CRM platform. For each user, provide:

  • First name
  • Last name
  • Email address

  1. SMS Setup

Confirm whether the client would like to enable SMS/text messaging functionality.

Step 3: Additional Requirements for Premium Setups

If the client selects Conversations AI Premium, the Campaign Manager will request additional details for advanced features.

  1. AI Voice Assistance

Confirm whether the client would like to enable AI Voice Assistance. This feature acts as an additional lead-capture tool alongside the chatbot.

  1. CRM / Lead Management Integration

Confirm whether the client is currently using a CRM that they would like to integrate with Conversations AI. If they are currently using a CRM, integration requirements and access details will be collected.

Step 4: Final Confirmation and Launch

Once all required information is received, the Campaign Manager will confirm completion in the line item when:

  • The chatbot is ready to be installed on the client’s website, or
  • If backend access was provided, once the chatbot is fully installed and live on the site.

Q: Can I update the chatbot once it’s placed on the site?
A: Yes. We recommend making ongoing updates to maximize the user experience and improve performance over time. You can make changes directly in the Business App, or you can request assistance from your Campaign Manager to update it on your behalf.

Q: Can I upgrade from Pro to Premium if I want to add an AI Voice Assistant?
A: Yes, you can upgrade at any time. Notify your Campaign Manager of the desired change, and they will update your account and enable the additional Premium features, including AI Voice Assistant.