AutomateIt
Early access

Quick start

From signing up to an agent answering your customers.

You need your products, your prices and one channel your customers use. Nothing else.

1. Create your account

Sign up at automateit.rockybits.com/signup. You get 14 days free and you do not enter a card. You are asked what kind of business you run, which decides the first agent we set up for you: one that sells, one that books appointments, or one for healthcare, which answers carefully and never diagnoses.

2. Put your products in

Add products by hand, or bring them in:

  • A spreadsheet: upload a CSV from the Products page.
  • Shopify or WooCommerce: connect your shop and let the products sync across.

Each product carries a name, a price, stock, a description and photos. Your agents read these at the moment they answer, so what they say is always what your catalogue says.

If you sell services rather than things, set up what you offer and when you are open, and skip to bookings.

3. Set where you deliver

On the Storefront page, list the places you deliver to and the fee for each, and say what happens for somewhere you do not cover: refuse, or offer collection instead. If you offer collection, add the address.

Leave the Areas box empty for a place and it covers that whole state. Your agent quotes from this list and nothing else, so it can never promise a delivery you cannot make.

4. Connect a channel

  • Website chat: copy one line of script into your site. It works immediately.
  • Telegram: create a bot with Telegram's BotFather, which takes a minute, and paste the token. We explain each step in the dashboard.
  • WhatsApp: connect your business number through Meta's own sign-up window, using your business's Facebook login. Your agent answers customers who write to you from the first message. Until Meta approves your business name or verifies your business, it limits the messages you start yourself (reminders, campaigns) to 250 customers a day; replies to customers who write first are not limited.
  • Instagram and Messenger: connect the Facebook page and Instagram account you already use.
  • Email: connect an inbox and your agent answers emails like any other conversation.

Telegram and website chat go live in minutes. Start with one of those if you want to see it working today. Not technical? We set it up with you, free on every plan: message us on WhatsApp at +234 810 732 0112.

5. Try it yourself

Message your own channel as if you were a customer. Ask a price, ask for something you do not sell, ask about delivery to a place you do and do not cover. The replies should match your catalogue and your delivery list exactly.

Watch the conversation arrive in your inbox while it happens. You can take over at any point, and the agent steps back.

6. Tune it

  • Instructions: how your agent should speak and what it should never say.
  • Knowledge: paste in your policies, opening hours, sizing charts, anything it should answer from.
  • Tools: set each one Off, "Ask me first", or On, so nothing sensitive happens without you.
  • Handoff: decide what should always come to a person.

Then

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