Set up your AI Concierge
Learn how to set up your AI Concierge to suit your business to instantly reply to clients, answer questions and handle bookings with a plan that works for you.
In this article
About your AI Concierge
AI Concierge helps you turn more client conversations into bookings by answering client questions, handling new and existing appointments and replying to reviews, 24/7. Connected to your Fresha calendar and client details, it sends instant, personalized responses that reflect your business.
With flexible plans, choose how you want your AI Concierge communicate with clients:
- Messaging only: Instantly reply to every client message on Client Connect and every review through Online Reputation. With unlimited replies, AI Concierge answers client questions, handles new and existing bookings and responds to feedback automatically.
- Calls and messaging: Answer every client call even when you're busy, alongside unlimited messages and review replies. Over phone calls, your AI Concierge handles enquiries, books and updates appointments, and speaks to clients using a customized voice and personality that reflects your business.
Set up your AI Concierge
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From the main menu on the left of your screen, go to Add-ons.
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Under AI Concierge, click on the View button.
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From the sign-up page, click on the Start now button to begin setup.
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Choose the plan you want to enable for AI Concierge, then click Continue.
- If you’re enabling Messaging only or calls are not yet available in your region, continue through to finish setting up your AI Concierge.
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Enter a name and select an avatar that clients see when your AI Concierge replies, then click Continue.
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Choose a voice and personality for your AI Concierge on calls, then click Continue.
- To find a voice that suits your business, use the Accent, Gender and More languages filters and click on the play button to hear each voice. Click on Select next to the voice you want.
- Under Greeting, click on Edit to change what your AI Concierge says when it answers the phone and click Done to save.
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Decide whether clients call a new number or an existing one they already know. To use an existing number, you’ll need to set up call forwarding. Then click Continue.
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Click on Generate phone number to create your dedicated AI Concierge number, then click on Continue.
- If you’re keeping your existing number, calls to it will be forwarded to this number once you’ve set up call forwarding.
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Choose how AI Concierge responds when clients ask to speak to your team and click Continue.
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Enter the number your AI Concierge transfers calls to when a client needs your team, then click on Continue.
- If you chose to keep an existing number for your AI Concierge, make sure to use a different number for transfers so that your team can be reached.
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Review your payment method and click Enable.
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Your AI Concierge is now enabled. Click Done to test out your AI Concierge on calls and messaging.
Your AI Concierge is now enabled and ready to respond to clients, answer questions and manage bookings through messaging or calls, depending on your selected plan. If you enabled Messaging only, you can add call handling at any time in your Settings, where available in your region.
Make sure the number you use for call transferring is not the same as your call forwarding number, as this would route the call back to your AI Concierge.
Generate AI Concierge numbers per location
- After choosing whether clients call a new number or your existing one when setting up your AI Concierge, choose to create Individual numbers for each location and click Continue.
- Choose a different number for each location then click Continue.
- Decide how AI Concierge responds when clients ask to speak to your team and click Continue.
- Enter a phone number for each of your locations that AI Concierge transfers calls to when a client needs your team, then click on Continue.
- If you are using an existing number, make sure to use a different number for transfers so your team can be reached.
- Continue through to finish setting up your AI Concierge.
Your AI Concierge is now set up with a dedicated phone number for each location, so clients can call each location separately and reach the same AI Concierge.
FAQs
- AI Concierge number: The dedicated number created during setup that clients call to reach your AI Concierge.
- Transfer number: A different number, such as your front desk, where AI Concierge transfers calls when clients need to speak to your team.
AI Concierge uses separate numbers to manage calls:
If you keep your existing business number, clients can continue calling it as normal. You'll need to set up call forwarding to direct these calls to your AI Concierge, and use a separate transfer number so your team can still receive calls.
Once you have disabled your AI Concierge, any remaining call time will be stored in your account pending re-activation.
The AI can understand and respond to your clients in their chosen language, like Spanish and French.