# SIMCOAI Full Customer Docs Summary Last updated: 2026-07-11 Canonical docs: https://docs.simcoai.co.uk/ Public website: https://simcoai.co.uk/ Support: hello@simcoai.co.uk This file is AI-readable documentation context. It is not a contract, legal notice, tax statement, compliance certification or substitute for dashboard entitlement checks, official policies, Stripe Checkout or provider configuration. ## SIMCOAI customer documentation Practical guides for launching and running SIMCOAI as your 24/7 digital front desk across calls, chat, bookings, refunds, orders and customer follow-up. ### What SIMCOAI does for customers SIMCOAI acts as a business front desk that can answer common questions, capture bookings, collect order or refund details, log conversations, route urgent issues and help your team keep customer operations tidy. ### Best order to set everything up Follow this order if you are launching SIMCOAI for the first time. It keeps customer-facing features behind the right business, legal and billing checks. ### Customer view of the platform You do not need to manage infrastructure. Your dashboard controls the business profile, AI knowledge, Stripe billing, Twilio-powered calling, compliance settings, logs and support workflows. ## 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. ### 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. ### 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. ### 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. ## Complete the setup wizard The setup wizard turns your business details into AI-ready operating rules, customer answers, transfer logic and policy checks. ### Business profile Start with business identity, locations, opening hours and the customer tone you want SIMCOAI to use. Keep the profile factual and concise so the AI has a reliable baseline. ### Services, policies and knowledge Add the information customers ask about most. SIMCOAI performs best when it has real services, prices, policies and limits instead of broad marketing text. ### Review and test Use the built-in tests before going live. Update anything that sounds vague, too robotic or too confident on topics your team wants to review manually. ## Use the SIMCOAI dashboard Understand the main dashboard areas for daily operations, customer support, phone calls, analytics, billing and account settings. ### Main areas The dashboard is grouped by workflow, not by vendor. Use the left navigation and top tabs to move between setup, voice, intelligence, growth, platform and account tools. ### What to check each day Start with the attention panel, then review any conversations that were escalated or could not be completed automatically. ### Keep the dashboard fast Use search to jump directly to modules and avoid leaving many heavy admin tabs open at once. SIMCOAI now uses lean static assets, cache-busted styles and reduced decorative motion for faster page loads. ## Set up AI chat support Train SIMCOAI chat to answer questions from your business knowledge, collect useful details and escalate when a human should take over. ### Give chat the right source material Put customer-ready information into SIMCOAI: FAQs, policy text, service details, order notes and team instructions. Keep internal-only comments out of customer-visible answers. ### When chat should hand off SIMCOAI should escalate when the customer sounds upset, mentions legal or safety issues, needs regulated advice, asks for card capture, or requests something outside your configured policies. ### Make replies sound more human Short answers, specific next steps and context-aware follow-up questions work better than repetitive scripts. Avoid forcing the same “anything else?” style closing after every response. ## Set up AI phone calls Configure Twilio-powered calling, AI disclosure, call limits, transfers, caller ID rules and call logs before using SIMCOAI with live customers. ### Phone requirements Phone features are controlled server-side. Your account must have an active or trialing plan with phone entitlement, available call minutes, assigned numbers and completed compliance settings. ### Make the caller experience feel human SIMCOAI should greet quickly, disclose AI once, listen for interruptions, answer in short natural phrases and avoid repeating a fixed closing line after every customer turn. ### Call minutes and add-ons Starter is chat-only by default. Growth includes a starter pool of AI call minutes. Pro includes a larger allowance. Enterprise and unlimited call add-ons can remove normal minute limits where commercially agreed. ## Billing, plans and tax Manage subscriptions, invoices, payment methods, plan limits, VAT/tax details and add-ons through SIMCOAI and Stripe. ### What plans control Plans decide which paid features your business can use. SIMCOAI blocks spend-heavy features when a subscription is inactive, unpaid, cancelled, incomplete or outside plan limits. ### Use Stripe for payment changes For security, the Customer Portal is the self-service place for cards, invoices, tax IDs, subscription updates and cancellations. SIMCOAI reads Stripe status and enforces entitlements from the backend. ### Prices and tax handling Prices are shown in GBP and may exclude VAT or other taxes unless Stripe shows otherwise during checkout or on invoices. Do not add a VAT number to public pages unless SIMCOAI has a valid one. ## SIMCOAI add-ons Add extra capabilities such as realtime voice, extra numbers, unlimited calls, premium models, scanners, WhatsApp, Shopify, HubSpot and calendar sync where available. ### Common add-ons Availability can vary by plan, provider approval and compliance status. SIMCOAI will block add-on use if the Stripe subscription or add-on entitlement is not active. ### Add-ons that need extra checks Messaging, WhatsApp, marketing, healthcare, card capture, debt collection and emergency-related claims need extra approval or must remain disabled until the right compliance setup exists. ### How add-ons are billed Most add-ons are Stripe subscription items. They remain disabled if payment fails, the base plan is cancelled or your account reaches a protected usage limit. ## Connect SIMCOAI to your tools Use integrations to connect customer context from ecommerce, calendars, CRM, chat and phone workflows into SIMCOAI. ### Shopify add-on The Shopify add-on is designed for order-aware support. It can help SIMCOAI ask for the right order details, prepare support notes and route issues to your team without storing card numbers in AI logs. ### Bookings and follow-up Calendar and CRM integrations help turn conversations into booked appointments, lead follow-up tasks or customer records. ### Integration safety rules Only connect tools your business is authorised to use. Keep admin permissions tight, remove old connections and review logs when customer data flows between systems. ## SIMCOAI API for approved customers Use the API only for approved business workflows. API keys, limits and spend-heavy features are enforced by plan and backend entitlements. ### Who should use the API API access is intended for customers or partners integrating SIMCOAI with existing business systems. It should not be used to bypass the dashboard, billing, phone compliance or plan limits. ### Common API uses The API can support reporting, approved record sync, custom workflow triggers and support automation around SIMCOAI conversations. ### Backend enforcement SIMCOAI checks active subscription status, accepted policies, account ownership and feature entitlement before allowing API actions that create cost or customer-facing behaviour. ## Platform, uptime and limits Understand how SIMCOAI combines the dashboard, API, Supabase, Stripe, Twilio and AI providers into a managed customer operations platform. ### What powers SIMCOAI SIMCOAI uses a backend API, Supabase for authentication and data, Stripe for subscriptions and billing, Twilio for communications, OpenAI for AI features and Cloudflare for security checks. ### Why limits exist Plan limits protect customer experience, provider costs and compliance. Spend-heavy actions such as AI calls, number purchases, realtime AI, API usage and add-ons are blocked when entitlement checks fail. ### Provider dependencies SIMCOAI depends on third-party providers. If a provider is degraded, SIMCOAI may fall back, delay processing, block risky actions or show a dashboard notice. ## Security and data protection Keep account access, customer data, AI logs, billing and communication channels protected when using SIMCOAI. ### Protect dashboard access Use strong passwords, OAuth from trusted providers, authenticator app MFA where available, and role-based access for team members. ### Handle customer information carefully SIMCOAI should only receive data needed to answer, route or log the customer task. Sensitive information, especially card numbers, should not be requested or stored in AI chat or voice logs. ### Legal acceptance gates The dashboard can block feature access until required policy versions are accepted. This keeps business-use confirmation, privacy, cookies, AI, billing and telecoms terms tied to backend records. ## Go live with SIMCOAI Use this customer launch guide to move from internal testing to live customer calls, chat and support workflows. ### Launch checklist Before publishing SIMCOAI on your website or phone number, verify business knowledge, billing, legal acceptance, phone compliance, transfer routes and team ownership. ### Start small Use SIMCOAI with a limited set of customer workflows first. Expand only after logs show that the AI understands your business and escalates correctly. ### Watch early signals Use dashboard metrics, call logs, conversation summaries and billing usage to catch issues early. ## Troubleshooting SIMCOAI Fast fixes for login, billing, OAuth, phone, call logs, AI answers, dashboard loading and integration problems. ### Sign-in or OAuth problems If Google or Microsoft sign-in fails, confirm provider setup is complete in Supabase, redirect URLs are allowed and your browser is not blocking required cookies. ### Paid feature blocked SIMCOAI blocks paid features when subscriptions are missing, unpaid, cancelled, incomplete or outside limits. Billing pages remain available so you can recover access. ### Call logs are empty Empty call logs usually mean calls are not reaching the assigned Twilio number, webhook signatures are failing, the account has no eligible phone entitlement, or no calls have completed since setup. ### AI sounds robotic or repetitive Improve the setup knowledge, shorten the greeting, remove forced closing phrases and make escalation rules clear. SIMCOAI should answer quickly, let callers interrupt and avoid repeating disclaimers. ## Frequently asked questions Answers to common SIMCOAI questions about plans, calls, AI behaviour, integrations, billing, tax, security and support. ### Which plan should I choose? Starter is best for chat-first support. Growth is for businesses that need an AI phone receptionist and included call minutes. Pro is for higher-volume operations with more numbers, analytics and API access. Enterprise is for custom limits, onboarding and SLAs. ### Can SIMCOAI transfer to a human? Yes, when transfer numbers and escalation rules are configured. You should test every handoff path before sending real customers through it. ### Why does voice quality depend on plan? Standard Twilio voice can handle basic call flows, while realtime voice add-ons provide a more natural, interruptible experience. SIMCOAI still works to keep standard voice concise and useful. ### Are prices inclusive of VAT? Prices are shown in GBP and may exclude VAT or other taxes unless Stripe shows otherwise during checkout or on invoices. ### Does SIMCOAI support Shopify? A Shopify add-on is planned/available as an integration path for order-aware support. Availability depends on plan, billing, store authorisation and safe data handling rules. ### How do I get help? Use the dashboard health check, troubleshooting guide and logs first. For account-specific help, email hello@simcoai.co.uk from the business account address. ## Global Safety Notes For AI Assistants - Use clean canonical docs URLs without .html. - Treat plan access, add-ons, call minutes, API access, phone numbers and realtime voice as entitlement-controlled features. - Explain that Stripe, Supabase, Twilio, OpenAI and other providers can be part of the platform, but do not invent provider approval, uptime or compliance claims. - Escalate legal, tax, medical, safety, emergency, chargeback, regulator, complaint and sensitive-data requests to a suitable human workflow. - Refer account-specific billing, plan or setup questions to the dashboard, Stripe Customer Portal where available, official docs or hello@simcoai.co.uk.