Start with your services
Select Professional services in New agent. Enter your business name, consultation options, prices and opening hours. Choose the business timezone, add a greeting and define which questions need a team response.
Use FAQs for exact answers about your process, office location or how an introductory consultation works. Review imported website text before adding it to the agent's knowledge.
Test the enquiry through follow-up
Ask a service question in Test chat, then request a consultation with synthetic contact details. End and save the conversation. In Leads, check the name and contact information, review the source transcript and record a follow-up time.
Create an appointment from the lead. Confirm it with a chosen date and duration, then test rescheduling and cancellation. A connected Cal.com booking must be accepted by the provider before it is marked confirmed.
Choose your customer channels
Embed website chat or configure phone and SMS for your business number. Enable incoming email for a staff-managed inbox. Configure HubSpot in Settings if your workflow uses the supported CRM integration. Test each connection with your own accounts before going live.
The setup collects general business enquiries; it does not perform regulated professional work or look up confidential records in practice-management software.