Set boundaries for your booking assistant
Choose assistant behavior, keep public answers accurate, and review proposed actions before committing them.
Business sign-in and the appropriate permissions may be required.
On this page
When to use it
You want help with routine client questions while keeping control of important decisions and business promises.
Teach Dino, then keep control
Teach Dino, then keep control
- 01Add factsYour approved answers
- 02Set boundariesRules and approval
- 03Test repliesRoutine and tricky
- 04Approve each replyReview, edit, then send
How to use it
- Open AI settings in the intended business to choose Simple, Copilot, or Smart and review the described behavior. The optional receptionist has separate controls on this page.
- In Automatic receptionist & FAQ, write approved public answers, choose whether to show the FAQ, and enable website chat or incoming text replies if wanted. Save approved answers & settings before leaving.
- Open Settings, then Profile & services, to review your identity, pricing, policies, voice preferences, and custom instructions. Use Save Profile for profile edits and Save Rules for custom rules.
- Manage working hours in Calendar and appointment requirements in Booking settings. Keep those saved details consistent with your public answers.
- Review conversations and approval requests when they appear. Test a routine question and a request for a person before relying on an automated workflow.
What to know first
- In AI settings, mode changes and individual rule changes save when you make them. Use the Save controls for the overall upsell and proactive settings, and wait for confirmation before leaving.
- Assistant settings alone do not configure a live messaging provider or guarantee that a conversation becomes a confirmed booking.
- Review the behavior of the mode and receptionist controls you enable. Approved public FAQ answers may be used automatically when the receptionist is active; human takeover and review settings control its availability. Review consequential proposed messages, booking changes and payment actions before committing them. Do not approve unsupported medical, payment, or service promises.
How it connects
The public receptionist uses approved FAQs and selected public business information. Your broader assistant has separate business context and permissions. Calendar holds working hours, and booking, payments, and intake keep their own checks and completion steps.
A useful habit
Write a short answer to your five most common client questions first. Clear business facts are more useful than a long, vague instruction.
Common questions
Can I stay in control when using the AI assistant?
Yes. Choose review settings and use human takeover when you want your team to handle a conversation. An enabled receptionist may answer routine questions from approved public answers, so check its saved controls. Prefilled task shortcuts still require you to review and commit consequential actions. Keep business information, working hours and approved answers current; booking, payment and waiver checks still apply.
Read the guide: Set boundaries for your booking assistant