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Chatbot Management

Configure service types, pricing tiers, add-ons, and technician settings for your AI scheduling assistant

Service Types

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No services yet
Create your first service type to get started

Add-On Treatments

Create reusable add-on treatments that can be attached to any service type

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No add-ons yet
Create add-on treatments like "Attic Treatment" or "Plumbing Smoke Test"

Service Bundles

Package multiple services together at a special price

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No bundles yet
Create service bundles like "Pest Control + Mosquito" for discounted pricing

Technician Availability

Control which technicians are available for chatbot scheduling. Only slots for available technicians will be shown to customers.
Note: Click "Sync from FieldRoutes" to fetch the latest technician list from your FieldRoutes account.

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No technicians synced
Click "Sync from FieldRoutes" to import your technicians
total technicians
available for scheduling
unavailable
Last synced:

Notification Settings

Configure where appointment request notifications are sent.

Appointment requests from the chatbot and voice bot are sent here. Separate multiple emails with commas.
The same alerts are also texted here. Separate multiple numbers with commas. Requires your SMS integration to be connected and your 10DLC campaign approved.

Bot Personalization

Add custom instructions to personalize the chatbot. These instructions will be included in every conversation.

These instructions supplement the bot's core behavior. Keep them concise and focused. /1000 characters

Example Instructions

Click any example to use it as a starting point:

How It Works

  • Your custom instructions are added to the chatbot's system prompt
  • They supplement (not replace) the bot's core scheduling behavior
  • Changes take effect immediately for new conversations
  • Keep instructions under 500 characters for best results

Data Structure Preview

This is the data structure that will be stored in the database