SIMCOAICustomer docs
Launch checklist

Get started with SIMCOAI

Use this guide to create a business account, accept the required policies, pick the right plan and get your first customer workflow ready.

Open setup guideStart free trial
Know which details you need before setupAvoid billing or entitlement surprisesPrepare a clean first AI test
Set up the business profile first, then activate customer channels.
Set up the business profile first, then activate customer channels.
Before you begin

Details to have ready

Gather the information SIMCOAI needs to answer customers accurately. Good setup quality is what makes the AI feel fast, specific and human.

  • Business name, website and customer contact details
  • Opening hours, service areas and emergency handling rules
  • Services, prices, booking rules and cancellation policy
  • Escalation contacts for urgent, complaint, billing or safety issues
  • Any customer-facing disclaimers you need SIMCOAI to say
Account

Create the business account

Use email/password, Google or Microsoft sign-in from the login page. Trial and subscription modes require terms acceptance, cookie choice and business-use confirmation before the OAuth redirect starts.

  1. Go to the dashboard login page.
  2. Choose Login, Free trial or Subscribe now.
  3. Tick the required legal and B2B confirmations for new accounts.
  4. Continue with email, Google or Microsoft.
  5. Return to the dashboard and complete the setup wizard.
First test

Run a controlled test before going live

Do a small test with your own team before sharing SIMCOAI with customers. Check that answers sound natural, transfers go to the right people and sensitive topics are escalated.

Ask real customer questions, not generic prompts.

Test one urgent issue, one refund or complaint, and one normal booking.

Review logs and update your knowledge base after each test.