Best practices

Services & catalog

• Use clear service names customers would actually say ("Men's haircut", not "SVC-01")
• Set accurate durations including buffer time between appointments
• Assign the right staff to each service so availability is realistic
• Group services into categories for easier AI matching

Knowledge base

• Add FAQs for pricing, cancellation policy, parking, and prep instructions
• Write answers in the tone you want the AI to use
• Update Q&A when prices or policies change
• Review Agent Playground weekly for questions the AI couldn't answer

AI agent tuning

• Set a friendly greeting that mentions your business name
• Add instructions for edge cases ("We don't walk in without appointment")
• Test reschedule and cancel flows, not just new bookings
• Start with a capable model; downgrade only if latency cost matters

Scheduling

• Keep business hours accurate per branch and timezone
• Block staff holidays and breaks to prevent double-booking
• Enable reminders, businesses see up to 60% fewer no-shows

Going live

• Soft-launch: share number with a few regulars first
• Monitor Chats daily for the first week
• Add your WhatsApp link to Instagram, Google Business, and receipts