Help Center/Free Trial Features

Free Trial Features Guide

Everything included in your trial and how to use it

10 min read7 features

🎁What's Included in Your Free Trial

Your 7-day free trial gives you full access to BookAI's features including 10 AI-handled calls, your own phone number, webchat booking, calendar sync, and more. No credit card required!

10
AI-Handled Calls
7
Days Duration
Webchat Sessions
$0
No Credit Card
📞
Feature 1

Your Dedicated Phone Number

When your trial is approved, you receive a dedicated Canadian phone number that's exclusively yours. Customers call this number to book appointments with your AI receptionist.

Dashboard showing your dedicated phone number
Your phone number is displayed prominently on your dashboard

How It Works

  1. 1Customer calls your BookAI number
  2. 2AI receptionist answers (within 2 rings)
  3. 3Friendly conversation about booking
  4. 4Appointment booked + SMS confirmation sent
  5. You receive email notification with transcript
💡

Test Your Number

We recommend calling your BookAI number from your personal phone to hear how it sounds and test the booking flow!

🤖
Feature 2

Customize Your AI Agent

Your AI agent should sound like YOUR business. Customize the greeting, tone, voice, and add business-specific knowledge.

AI agent configuration panel
Customize every aspect of your AI receptionist
🎤 AI Voice Options
  • • Professional Female
  • • Professional Male
  • • Friendly Female
  • • Friendly Male
💬 Custom Greeting

"Hi there! You've reached Toronto Dental Care, where healthy smiles are our passion. Are you calling to book an appointment?"

Special Instructions

Add specific guidance for your AI:

  • "Always mention our new patient special: free consultation"
  • "If asked about emergencies, say we have same-day availability"
  • "Pronounce 'periodontal' as 'perry-oh-DON-tal'"
🛠️
Feature 3

Services Setup

Services help your AI offer the right options to callers, set correct appointment durations, and quote accurate prices.

Services list configuration
Add all the services you want customers to book

Service Details

FieldDescriptionExample
NameService name"Dental Cleaning"
DurationHow long it takes60 minutes
PriceCost (optional)$150
Voice AliasesAlternative names"teeth cleaning, hygiene"
💡

Voice Aliases

Customers may call services by different names. Add aliases like "teeth cleaning", "hygiene", "cleaning appointment". Now when someone says "I need a teeth cleaning," the AI knows exactly what they mean!

📅
Feature 4

Calendar Integration

Connect your Google Calendar or Outlook to automatically sync appointments and prevent double-bookings.

Calendar connection options
Connect your preferred calendar service

Benefits of Calendar Sync

Auto-Sync
Appointments automatically appear
🔒
No Double-Bookings
AI checks real-time availability
Successfully connected calendar
Your calendar is connected and syncing appointments
💬
Feature 5

Webchat AI Assistant

Add an AI chat widget to your website that answers customer questions 24/7 and books appointments through text chat.

Webchat configuration settings
Customize webchat colors, greeting, and get your embed code
🎉

Webchat is FREE

Webchat conversations don't count toward your call limit!

How to Add to Your Website

  1. 1.Go to Dashboard → Webchat Booking
  2. 2.Enable webchat and customize appearance
  3. 3.Copy the embed code
  4. 4.Paste into your website's HTML
📱
Feature 6

SMS Confirmations

BookAI automatically sends SMS confirmations to customers when appointments are booked, changed, or cancelled.

SMS notification settings
Configure your SMS notification preferences

Automatic SMS Messages

Appointment Booked
Customer receives confirmation with details
🔄
Appointment Changed
Customer receives updated time/date
Appointment Cancelled
Customer receives cancellation notice
🎙️
Feature 7

Call Recordings & Transcripts

Every call is recorded and transcribed so you can review how the AI handles conversations and ensure customer satisfaction.

Call history with recordings
View all calls with outcomes and access recordings

Listening to Recordings

  1. 1.Click on any call in the history
  2. 2.Click the Play button to listen
  3. 3.Read the full transcript below
Call recording player with transcript
Listen to recordings and read the full conversation transcript

📊Trial Limits Summary

Phone Calls10 calls
WebchatUnlimited
Calendar SyncFull Access

🚀Quick Tips for Success

📞Test Everything - Call your number, try webchat, check calendar sync
📋Add All Services - More services = better AI responses
🔤Use Voice Aliases - Help the AI understand different ways customers ask
📅Connect Your Calendar - Essential for avoiding double-bookings

Need help? Contact us at support@bookai.ca