AI Agent Setups

Start with an AI agent setup built for busy small businesses

Choose a ready-made AI website agent setup, then adapt it to your business. Your 14-day free trial lets you test lead capture, support, booking requests, email notifications and knowledge-based answers before choosing a paid AI Agent plan.

AI Agent setups for small businesses and SMEs
WordPress support
Joomla support
Embed on other websites
14-day free trial

Pick a starting point. Change it any time.

Each setup preselects recommended capabilities for a common business need. You are not locked into one template: the same AI Agent can capture leads, answer FAQs, send email notifications, raise support tickets, support booking requests and use your knowledge base at the same time. You can adjust the setup during signup and later in your dashboard.

These are AI Agent setups for website chat.

AI Phone and Business Phone are separate products. Use these templates when you want a website AI chat agent. Use AI Phone when you want AI voice and IVR call handling, or Business Phone when you want normal business telephony.

Choose your AI Agent setup

Lead Generation / Sales

Turn anonymous website visitors into qualified enquiries while you are working, serving customers or away from your desk.

  • Captures name, email, phone and enquiry details
  • Qualifies prospects with simple questions
  • Sends instant email notifications for new leads

FAQ / Customer Support

Answer repetitive customer questions from your website content and reduce the interruptions that slow down your day.

  • Answers from your pages, FAQs or documents
  • Escalates when a human is needed
  • Can create support requests and email summaries

Ecommerce Pre-Sales

Help shoppers choose, compare and feel confident before checkout, especially when you cannot answer every question live.

  • Handles product questions and objections
  • Supports comparisons and buying guidance
  • Captures sales enquiries from unsure buyers

Receptionist

Give every visitor a helpful first response, route them to the right next step and capture details before they leave.

  • Greets visitors and identifies intent
  • Routes Sales, Support and Booking enquiries
  • Captures contact details and message summaries

Appointment Booking

Reduce back-and-forth messages by letting visitors request or book appointments from your website.

  • Collects booking details and contact information
  • Works with booking links such as Calendly
  • Sends useful enquiry context before the meeting

How setup works

  1. Choose a starting setup
    Pick the template that most closely matches the job you want your website AI Agent to do.
  2. Adjust the capabilities
    Enable lead capture, support tickets, booking requests, knowledge answers, email notifications and handoff as needed.
  3. Add it to your website
    Use WordPress, Joomla or an embed snippet to place the agent where customers need it.
  4. Improve it over time
    Update instructions, content, tone and enabled features from your dashboard.

Why templates help small businesses launch faster

Less blank-page setup

Start from a business use case instead of trying to design every prompt and workflow from scratch.

Built around real customer needs

Focus on common jobs like sales, support, bookings, reception, search and pre-sales.

One agent can do more

Combine multiple capabilities in the same AI Agent as your business needs change.

Easy to test

Use the 14-day free trial to see how the agent handles real questions from your business context.

Website-friendly

Install with WordPress, Joomla or an embed-supported website without needing a large technical project.

Room to grow

Move from trial to Starter, Standard, Pro, Business or Enterprise depending on your usage and needs.

FAQs

Am I locked into one template?

No. A template is only a starting point. You can adjust your agent during signup and later in your dashboard.

Can one AI Agent combine multiple features?

Yes. One AI Agent can combine lead capture, support tickets, booking requests, knowledge answers, email notifications and handoff where your plan and setup allow.

Do templates apply to AI Phone or Business Phone?

No. These templates are for AI Agents, which are website AI chat agents. AI Phone and Business Phone are separate products.

Can I try a template before paying?

Yes. Start with the 14-day free trial and test AI Agent functionality before choosing a paid plan.

Do I need a developer?

Not usually. AI Agents can be installed using WordPress, Joomla or a website embed snippet.

Start with one setup, then build the agent your business actually needs

Your trial lets you test AI Agent functionality before choosing Starter, Standard, Pro, Business or Enterprise.