Search-optimized website
A published website with search metadata and CMS content. When AI response is enabled, connect it to the website inquiry entry point.
Deliverables
Deliverables
Product display and cart
A customer interface for selecting products, options and quantities and submitting a purchase application.
Advertising campaign management
Connect a customer's ad account to manage campaign settings, budgets, status, spend and conversions.
Toss intake and payment integration
Look up customers and reservations in the Toss Front plugin and record payments initiated by the plugin as purchases.
AI inbound calling
AI answers incoming calls to a connected phone number using Entity content, prompt templates and permitted tools.
AI inbound messaging
AI answers customer messages in web chat and connected messaging channels using Entity content, prompt templates and permitted tools.
AI outbound calling
AI calls a selected customer to conduct an informational conversation, such as a reservation confirmation, on an outbound-enabled phone account.
Template message delivery
Fill a delivery Template with customer and reservation values, send it through the selected channel and inspect Delivery results and errors.
Unified inbox and staff handoff
A staff workspace for conversations, ownership and handoff across channels.
Customer record management
Store contacts and status in the Customer profile and link Conversations, Reservations and Purchases to that customer.
Reservation management
Manage Reservation creation, changes, cancellation and visit status. Configure bookable times and capacity through Availability Rules.
Form management
Configure Form fields, display conditions and validation; keep drafts and submitted results in Form Submissions.
Server-side conversion tracking and delivery
A pipeline joining acquisition and CRM outcomes and managing conversion events, values and delivery results.
Workflow management
Configure Workflow triggers and Steps; inspect results, errors and retries in Workflow Runs and Step Runs.
External CRM, EMR and calendar integrations
Connectors exchanging customer, booking and transaction data with agreed sources, targets and directions.
Entity content management
Edit localized Entity titles, summaries, descriptions, images and connections so the website and AI can reference the same content.
Prompt template management
Use prompt and dashboard Templates to configure AI roles, response rules and tone, with organization-wide and channel-account instructions.
Toss payment terminal installation
An installed, connected and tested terminal with acceptance records.
Website and public-channel audit
For accepted audit applications, inspect a website and public channels and report search readiness, findings, recommendations and supporting observations.
Technical support
Support with agreed scope, intake, ownership, progress and completion evidence.
Dashboard and mobile app
An authorized workspace for customer, booking, purchase and execution records.
Advertising consent management
Record channel-specific advertising consent and withdrawals with evidence, and check consent before sending advertising.
Product and option management
Manage Product and Product Option terms, quantities and pricing rules, then calculate the amount for the customer selection.
Purchase records
Keep the purchased product, option, price and quantity fixed in the Purchase snapshot and record subsequent payment and cancellation states.