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.
- Business display name and location
- Website, email and public phone number
- Opening hours and closed-day handling
- Preferred greeting and tone
- Emergency or out-of-scope instructions
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.
- Add top services and clear price ranges.
- Add booking, refund, cancellation and complaint policies.
- Upload or paste FAQs, menus, product details or service notes.
- Mark any topics that must be escalated to a human.
Add phone and voice
If you take calls, open Call Studio after the wizard: set your greeting and legal disclaimer, choose a voice (or Random), set a transfer number, and run Check SIMCOAI Voice readiness. Growth, Pro and Enterprise include the core SIMCOAI Speech and SIMCOAI Voice stack.
Test, then go live
Before pointing real customers at SIMCOAI, run a test chat and a test call end‑to‑end and review the logs. Use the full go‑live checklist to confirm knowledge coverage, verification controls and usage headroom, then soft‑launch one channel first.
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.
Short, direct answers usually sound more human.
Avoid scripts that force the same closing line every turn.
Keep disclaimers brief and say them once at the right time.