Help Center

How do I log in to my client portal?

Your client portal is accessed through a login page provided by your agency. You will have received a welcome email with your login link, email address, and a temporary password when your account was created.

To log in

1. Open the login link from your welcome email in a web browser.
2. Enter the email address associated with your account.
3. Enter your password. On your first login, use the temporary password from the welcome email and change it straight away.
4. Click Sign In.

Forgot your password?

Click Forgot Password on the login page and enter your email address. A reset link will arrive within a few minutes. The link expires after 30 minutes.

What is the setup checklist?

The setup checklist on your dashboard guides you through the five steps needed to get your AI widget live. Completed steps show a green tick. Incomplete steps have a Go → link that takes you directly to the right setting.

The five steps

• Business information — company name, phone, email, address, and services.
• Website URL — the address of the site where the widget will appear.
• Website scan — teaches the AI everything about your business.
• Widget appearance — brand colour, welcome message, and position.
• Embed code — paste the widget code onto your website.

How do I install the widget on my website?

Installation is a single line of JavaScript. Find your embed code under the Embed tab in your client portal.

WordPress

1. Go to Appearance › Theme Editor, or use a plugin like Insert Headers and Footers.
2. Paste the embed code just before the closing </body> tag.
3. Save and visit your site to confirm the widget appears.

Wix

1. Go to Settings › Custom Code.
2. Click Add Custom Code, paste the embed code, and set placement to Body — end.
3. Click Apply.

Squarespace

1. Go to Settings › Advanced › Code Injection.
2. Paste the embed code in the Footer section and save.

Any other platform

Paste the embed code before the closing </body> tag. Most platforms have a custom code or footer injection section in their settings.

What does the website scan do?

The scan is how the AI learns your business. It crawls every page of your website, reads the content, and uses it to answer visitor questions accurately. It also generates relevant question chips for each page — so a roofing page gets roofing questions, and a contact page gets contact questions.

Scans typically take 5–15 minutes. You can watch progress in real time as each page completes.

How do I run or rescan my website?

1. Go to Settings and scroll to the Website Scan section.
2. Confirm your website URL is correct.
3. Click Rescan Website.
4. Watch the progress panel — completed and failed pages appear as they go.
5. When finished, your updated page questions will appear automatically.

When should I rescan?

• After adding new pages, services, or locations.
• After updating pricing, hours, or service area.
• After a website redesign or content refresh.
• When the dashboard shows a stale scan warning.

Some pages failed to scan — is that a problem?

Failed pages are normal for most websites. Pages fail when they require a login, return an error, are blocked by robots.txt, contain no readable text, or time out during the crawl.

As long as your main service pages, location pages, and key content are scanning successfully, a handful of failed pages will not affect the quality of the AI's answers.

If important pages are consistently failing, check that they are publicly accessible and contain readable text content.

What are page questions and how do I edit them?

Page questions are the tap-to-ask buttons visitors see when they open the widget on a specific page. The AI generates these automatically during the scan based on each page's content.

After a scan completes, a card grid of all scanned pages and their questions appears below the scan panel. Click into any question field, type your preferred question, and save.

How do I change the widget colour and appearance?

All appearance settings are in Settings › Widget Appearance. Changes take effect immediately after saving — no rescan required.

• Accent Color — primary brand colour for buttons and key UI elements.
• Window Background — background colour of the chat window.
• Window Text Color — text colour inside the chat window.
• Header Title — the name shown at the top of the widget.
• Position — bottom-right or bottom-left corner of the screen.
• Response Length — short, medium, or detailed AI answers.
• Welcome Message — the opening message visitors see when the widget opens.
• Quick Reply Chips — pre-written tap-to-ask buttons below the welcome message.

How do I write a good welcome message?

Keep it under two sentences. Name the AI if you have given it a persona, tell visitors what they can ask, and match the tone of your brand.

Can I turn the widget off temporarily?

1. Go to Settings › Widget Appearance.
2. Uncheck the Widget Enabled toggle.
3. Click Save All Settings.

The widget will stop appearing immediately. Re-enable it at any time by checking the box again. All your settings, leads, and chat history are preserved.

How does lead capture work?

Lead capture is automatic. The AI monitors every conversation and detects buying intent — phrases like "how much does it cost", "do you service my area", or "when can you start". When it detects genuine interest, it naturally asks for the visitor's contact details.

When a visitor submits their details, three things happen at once:

• The lead is saved to your Leads dashboard with the full conversation transcript.
• You receive an email notification with the visitor's contact details and what they were asking about.
• The visitor receives an auto-response email if you have set one up.

You do not need to do anything to activate lead capture — it is always running.

Where do I see my leads?

All captured leads are in the Leads tab of your portal. The badge shows how many new leads you have not yet reviewed. Opening the tab marks them all as reviewed and clears the counter.

• View the full conversation transcript for each lead.
• Update the lead status — New, Contacted, Converted, or Closed.
• Add internal notes about your follow-up.
• Search or filter by status, name, email, or phone.

I am not receiving lead notification emails

1. Check your spam or junk folder — lead emails sometimes land there on first delivery.
2. Confirm your notification email is correct in Settings › Lead Capture.
3. Add the sending address to your contacts to prevent future filtering.
4. Check the Leads tab in your portal. If leads appear there but no email arrived, the issue is with email delivery — contact your agency.

How do I set up an auto-response email?

The auto-response is sent to the visitor the moment they submit their contact details.

1. Go to Settings › Lead Capture.
2. Enable the Auto Response toggle.
3. Set the Reply-To Email address.
4. Write your Subject Line and Message.
5. Click Save All Settings.

How do I set my business hours?

When business hours are enabled, the widget shows a custom away message to visitors outside your operating times and still captures their contact details.

1. Go to Settings › Business Hours.
2. Enable the Business Hours toggle.
3. Set open and close times for each day. Toggle off any days you are closed.
4. Write your Away Message.
5. Confirm your Timezone is correct.
6. Click Save All Settings.

What should my away message say?

Keep it brief, friendly, and actionable. Set a clear expectation and tell visitors to leave their details.

What are the AI ethics settings?

The Ethics & Behavior section in your portal lets you control how the AI conducts itself in every conversation. All eight rules are on by default — disable any that do not apply to your business.

• Acknowledge being an AI — confirms it is an AI if a visitor sincerely asks.
• Stay on topic — keeps the AI focused on your business.
• Never quote exact prices — encourages visitors to request a proper quote.
• Never criticise competitors — keeps conversations professional.
• Avoid political and divisive topics — steers back to business.
• Recommend professionals for specialist advice — reduces liability.
• Never request sensitive personal data — no passwords, card numbers, or SSNs.
• Maintain a respectful tone — stays calm regardless of visitor behaviour.

Can I add my own rules for the AI?

Yes. The Custom Rules field lets you add any additional instructions. Write one rule per line — each line is added directly to the AI's instructions.

How do I update my password?

1. Click Account in the portal navigation.
2. Enter your current password.
3. Enter and confirm your new password.
4. Click Save Changes.

If you have forgotten your current password, log out and use Forgot Password on the login page.

How do I view invoices and manage my subscription?

All billing information is in the Billing tab of your portal. From there you can view your plan and billing date, see your full invoice history, download PDF invoices, and click Manage Billing to open the Stripe customer portal where you can update your payment method, change your plan, or cancel.

How do I update my payment method?

1. Go to the Billing tab in your portal.
2. Click Manage Billing.
3. In the Stripe portal, go to Payment Methods.
4. Add a new card or update your existing one and save.

Your updated payment method will be used on your next billing cycle automatically.

The widget is not appearing on my website

1. Confirm Widget Enabled is checked in Settings › Widget Appearance.
2. Check the embed code is installed before the closing </body> tag and appears only once.
3. Clear your browser cache and reload the page.
4. Try a private/incognito browser window to rule out extensions interfering.
5. Confirm the website URL in Settings matches the domain where the embed code is installed.

If the widget still does not appear, contact your agency with the URL where the widget should be showing.

The AI is giving wrong or outdated answers

The most common cause is that the website scan has not been run since your content changed.

1. Update your website content to reflect the correct information.
2. Run a new website scan from Settings › Website Scan.
3. Test the widget on the relevant page once the scan completes.

If the AI is still incorrect after rescanning, add the correct information to the Website Profile field in the Website Scan section. Anything you add there is injected directly into the AI's knowledge and takes immediate effect.

The scan is stuck and will not complete

If a scan appears frozen, the background process was likely interrupted by a server timeout. The system automatically detects stuck scans — if a scan has been running for more than 30 minutes, it is cleared automatically the next time you click Rescan.

To reduce future timeouts

• Lower the Pages to Scan number in Settings › Website Scan. Start with 20–30 pages on shared hosting.
• Add checkout, login, and thank-you pages to the Exclude Paths field.

The widget opens but the AI is not responding

1. Refresh your browser and try again — temporary interruptions usually resolve within a minute.
2. Check your website URL is correctly set in Settings › Website Scan.
3. Try the widget in a private/incognito browser window.

If the problem continues for more than a few minutes, contact your agency. They can check the system logs and resolve the issue.

I see leads in the portal but the conversation transcript is missing

A missing transcript usually means one of the following:

• Chat History is disabled. Go to Settings › Advanced and confirm Save Chat History is enabled.
• The conversation was very short. One or two messages before the form submission results in a minimal transcript.
• The lead was submitted manually rather than through a full AI conversation.