Getting started
Create your account, complete the onboarding chatbot, and get your embed code in 5 minutes.
Installing the bot
Paste one script tag before </body> on your website. Works on any platform — WordPress, Squarespace, Wix, custom HTML.
Understanding leads
How to read your lead notification emails, what each field means, and how to follow up effectively.
Calendly integration
Connect your Calendly link so visitors can book consultations directly inside the chat — zero friction.
Training your bot
Upload documents and provide your website URL. The more information you give, the more accurate your bot becomes.
Dashboard & analytics
View all your leads, track conversion rates, export to CSV, and monitor bot performance from your dashboard.
Custom branding
Change your bot's name, color, and avatar to match your firm's brand. Available on Pro and Business plans.
Email notifications
Receive instant lead summary emails with name, phone, email, case type, and full conversation transcript.
FAQ
Common questions about setup, billing, data privacy, and how the AI works. Updated regularly.