AI WebChat Portal

Welcome to your customer onboarding portal

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Create Account

Email

Password Minimum 8 characters

Confirm Password

Select Products (at least one required)

You can select multiple products. All users get free access to the Referral System.

Discount code (optional)

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Account Status

Products & Keywords

Your Products

Search Products:

Add New Product

Product Name ℹ️

Keywords (comma-separated) * ℹ️ Enter keywords that customers might use when asking about this product

Parent Category ℹ️ Group products under categories (e.g., "Hair Cutting" under "Men's Services")

Pricing Type

Price (optional) ℹ️

💡 Tip: Parent categories don't need a price - they're used to group products

Spread Pricing

Metal Type

Buy Spread %

Sell Spread %

💡 Spread pricing calculates price as Spot Price ± Spread %

Service Duration (Required for bookable services) ℹ️

minutes

💡 Example: Haircut = 45 min, Manicure = 30 min, Consultation = 60 min

Description (optional) ℹ️

Service picture (optional) ℹ️

💡 Optional. PNG, JPEG or WebP, up to 10 MB.

Suggest With (optional) ℹ️ 💡 Hold Ctrl/Cmd to select multiple products to suggest together (e.g., suggest "Hair Coloring" and "Styling" when customer chooses "Hair Cutting")

Bookable ℹ️ 💡 Enable this if customers can book appointments for this product/service

Description (optional)

Service picture (optional)

💡 Optional. PNG, JPEG or WebP, up to 10 MB. Shown in the chat "Explore Services" header for categories.

Chat Settings

Chat Mode ▼

How should the AI handle conversations? AI with Escalation: AI responds automatically, escalates complex queries to human
AI with Human Takeover: AI responds first, Human can take over
Human Only: No AI responses, human agents handle everything

Email Collection Mode ▼

How should the chat widget collect customer emails? ℹ️ Required: Users must provide an email to start chatting
Optional: Users can choose to provide an email or chat anonymously
None: Email is never collected, all chats are anonymous

Booking settings

You don’t have permission to view any Booking settings.

Booking

Master switches for booking. Staff, working hours, holidays and booking rules are configured inside the Calendar tab.

Enable Booking When off, booking is disabled.

Show Booking button in web widget Adds a standalone Booking entry to the services list in your web widget.

Deposit & payment settings

Configure deposit type, payment provider and Stripe Connect. Loaded from the Calendar service.

Promo messages

Promo messages are shown automatically at the start of a new chat session across the web widget, WhatsApp and Facebook.

Chat Integrations

Website Configuration ▶

📘 Facebook Messenger Integration ▶

💡 Info: Connect your Facebook Business Page to receive and respond to Messenger messages through our AI chat system.

Enable Facebook Messenger Integration

💡 How it works:
Click "Connect with Facebook" to authorize your Facebook Business Page. We'll handle all the technical setup automatically!

⚠️ Requirements:

You must be an admin of the Facebook Business Page
Your Facebook account must have access to the page
The page must be published (not in draft mode)

📱 SMS & WhatsApp Integration ▶

💡 How it works: The platform runs a single shared WhatsApp Business Account; each customer gets their own phone number registered as a sender under it. You only fill in the form below — number purchase, sender registration with Meta, and webhook wiring all happen automatically. Meta display-name approval normally completes within hours but can take 1–3 business days.

📋 Current prices:

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Cost of phone numbers and messaging depends on integrator prices. Prices may change when the underlying service cost changes; updates apply from your next billing cycle, not retroactively. By buying a number you agree to updated service prices without additional communication.

📞 Your WhatsApp numbers

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➕ Add a new number

WhatsApp display name

This is the business name customers see on WhatsApp. Meta reviews it — use your real business name, avoid generic-only terms (e.g. just “Beauty”), and don’t include “Official” or “Verified”. It’s applied when you Search and Buy a number below; to fix an existing number, use “Update name” next to it.

📱 UK mobile numbers (07xxx xxxxxx). Click a number to buy.

Subscription & Payment

Current Subscription

📲 Top Up — if you'd like to use a WhatsApp number

Current Balance

£0.00

Costs

💬 WhatsApp: — per message

📞 Phone Rental: — / month

Recent Transactions

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Auto Top-up Settings

Automatically top up your balance when it falls below a threshold

Enable Auto Top-up

Current Usage

Pay for Chat Service

Choose a plan to continue using our chat service after your trial expires.

📋 Plan Change Rules:

Monthly plans: Changes apply from next billing cycle
Annual to higher plan: Immediate upgrade with prorated charge
Annual to lower plan: Applies at renewal
Cancellations: No refunds, but service continues until period end

Secure Payment: Payments are processed securely through Stripe. We never store your payment details.

14-Day Free Trial: No setup fees • No takeover charges

Additional chats: £0.59 per chat above your plan limit

🤝 Referral Program

Account Settings

Security

Enable Two-Factor Authentication (2FA)

Change Email

Current email:

New Email Address

Confirm Your Password

Enter your 2FA code 2FA is required to change your email

Change Password

Current Password

New Password

Confirm New Password

Business Profile

This is the customer-facing name shown in your chat widget and emails.

Current business name

(not set)

Update business name

Account Information

Danger Zone

⚠️ Warning: Closing your account is permanent and cannot be undone.

The following data will be permanently deleted:

All chat sessions and messages
Customer configuration and settings
Operator accounts and groups
RAG knowledge base entries
Training data and statistics
All personal information

Calendar

Chat

Employees

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Transcriptions

Email a PDF transcript of all chat and booking sessions in a chosen window. Generation can take a minute for large windows.

Time window

Last N days Custom range

Between 1 and 90 days from today.

Send to

AI WebChat Portal

Sign In

Reset Password

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Account Status

📢 Announcements

📢 Announcements

🔧 Widget Installation Code

📢 Announcements

Welcome to the EasyChat Setup Wizard 👋

Business Information

Invoice details

Chat Configuration

Products

Booking — Team & Hours

Employees

Set Employee

Working hours

Booking — Payments & Rules

Booking settings

Additional setup

Train AI with your content

Summary

📢 Announcements

Industry

Your Products

Add New Product

📢 Announcements

▶ 🚀 Train AI with Your Content (click to expand)

📥 Upload or Crawl Content

📁 Upload Documents

🌐 Crawl Website

📊 Processing Jobs

Recent Changes (24h)

Knowledge Base Entries

Add New Knowledge Entry

⚠️ Confirm Deletions

↶ Restore All Deletions

🗑️ Remove All Knowledge Base Entries

📢 Announcements

Chat Mode ▼

Email Collection Mode ▼

📢 Announcements

Booking

Deposit & payment settings

📢 Announcements

Website Configuration ▶

📘 Facebook Messenger Integration ▶

📱 SMS & WhatsApp Integration ▶

📞 Your WhatsApp numbers

➕ Add a new number

📢 Announcements

Current Subscription

📲 Top Up — if you'd like to use a WhatsApp number

Recent Transactions

Auto Top-up Settings

Current Usage

Pay for Chat Service

Choose Billing Cycle

Security

Change Email

Change Password

Business Profile

Account Information

Danger Zone

📢 Announcements

📢 Announcements

📢 Announcements

Close Account

🏢 Confirm Industry Change

🏢 Change Industry

🛠 Load example products

↻ Reset products to template

🎉 Onboarding Complete!

🔌 Disconnect Facebook Messenger

⚠️ Disable Facebook Integration

📱 Purchase Phone Number

⚠️ Disable SMS & WhatsApp Messaging

💰 Top Up Balance