SIMCOAI Docs
Setup AI

Use Setup AI to build a reviewed first configuration

Setup AI turns a business description into a preview of dashboard settings. It is designed to accelerate setup, not bypass review. The operator must check the preview before applying it.

Collect

Business type, customers, services, hours, policies, tone and forbidden actions.

Draft

Profile fields, AI rules, call greeting, escalation rules and knowledge articles.

Apply

Writes only after the reviewed preview is approved from the dashboard.

Quickstart

Run Setup AI in five minutes

  1. Open Dashboard > Setup assistantGrowth and Pro plans include Setup AI.
  2. Paste a structured promptUse the business template or an industry template.
  3. Read the AI replyMake sure it understood the business and customer workflows.
  4. Inspect preview fieldsCheck business name, business type, tone, greeting, policies and missing fields.
  5. Apply only after reviewSettings and knowledge drafts are written after approval.
Download business promptPrompt tutorials
Prompt builder

Include operational facts and boundaries

We are [business name], a [business type] based in [town/city].

Customers contact us for:
1. [reason one]
2. [reason two]
3. [reason three]
4. [reason four]
5. [reason five]

Opening hours:
[day/time schedule]

Services/products:
- [service or product]
- [service or product]

Refund policy:
[plain English refund policy]

Booking rules:
[what customers can book, what fields to collect, when humans must approve]

Escalation rules:
Escalate immediately if the customer mentions [urgent/sensitive cases].

Call greeting:
[short greeting the AI should say on phone calls]

Tone:
[professional, warm, concise, calm]

The AI must not:
- promise refunds before verification
- invent prices, availability or appointment times
- give advice beyond approved business policy
- block a human handoff
Good Setup AI prompts define what the AI must not do. That is as important as describing what the business does.
Industry examples

Use a template close to the customer workflow

Dental practice

Emergency pain, hygiene bookings, new patients, escalation boundaries and no diagnosis rules.

Restaurant

Bookings, dietary questions, private events, takeaway issues and complaint escalation.

Bad prompt examples

Bad: Make my AI answer calls professionally.
Bad: Set up my business website chat.
Bad: Make refunds automatic.

Better prompt examples

Better: The AI may collect refund requests and verify by customer email code, but must only mark the order as refunded after policy checks.
Better: The AI can collect booking preferences but must not guarantee availability unless the booking rules allow it.
Better: The AI must escalate legal threats, formal complaints, emergencies and requests for a human.
Review checklist

Do not apply Setup AI until these checks pass

Business identityName, business type, location, website and support email are correct.Profile
ToneMatches the business and is safe for customer-facing replies.AI settings
Refund policyRequires customer identity verification and does not promise Stripe execution.AI settings
Booking rulesDefines required fields and whether auto-approval is allowed.AI settings
Escalation rulesCovers complaints, emergencies, legal threats and requests for humans.AI settings
Knowledge draftsAre short, accurate and do not expose internal-only notes.Knowledge
Call greetingIs short enough for phone and allows interruption.Call settings
Dashboard integration

What Setup AI writes into the dashboard

Business settingsBusiness name, business type, website, support hours and support routing suggestions.#company
AI & automationTone, services, FAQs, refund policy, booking rules, escalation rules and permissions.#aiSettings
Knowledge baseDraft articles for approved customer answers.#knowledge
Call settingsGreeting, legal notice suggestions and call-response boundaries.#callSettings
OverviewReadiness checklist updates after settings and records exist.#overview
After applying

Test immediately after applying Setup AI

1. Ask a simple opening-hours question.
2. Ask a refund question using a sample order.
3. Ask for a booking.
4. Ask for a human.
5. Ask a complaint/legal-threat question.
6. Ask something outside policy.
7. Check records created in the dashboard.
8. Update knowledge and retest.
If the AI gives a weak answer, fix the knowledge or policy source. Do not keep prompting around missing source data.