▶
Your AI Front Desk in 60 Seconds
Video walkthrough coming soon. Shows login → update hours → test conversation → check leads → export CSV. Questions? office [at] boojee [dot] estate
01
What Happens After You Sign Up
After you complete the onboarding form, here is the exact sequence:
1
Day 0 — Form received
You complete the intake form (business name, hours, services, FAQs, tone, escalation contact). This is the source of truth your AI trains on.
2
Days 1–5 — Configuration
Our team builds your AI configuration: greeting script, FAQ training, keyword routing, website chat widget, and SMS flow setup. You do nothing.
3
Day 5 (ish) — Test call
You receive a test interaction from office [at] boojee [dot] estate. Try it as a real customer would. Reply with approval, edits, or questions. We make adjustments at no cost.
4
Go-live confirmation
Once you approve, your AI goes live on both your website chat widget and SMS line. Leads appear in your dashboard in real time.
Tip: While you wait, log in to /dashboard/ and use the "Test Your Bot" panel to interact with your AI using your submitted config — that is your preview.
02
Test Call Checklist
When you receive the test interaction, check all of these before approving:
✓
Greeting sounds right
Does it say your business name correctly? Is the tone what you selected (professional / friendly / casual)?
✓
Services are accurate
Ask "What services do you offer?" — does the AI list your actual services without inventing extras?
✓
Hours are correct
Ask "Are you open on Saturday?" — confirm it matches your submitted hours exactly.
✓
Booking flow works
Try to book an appointment. It should capture your name, service, and preferred time, then confirm it will contact you to lock it in.
✓
Escalation triggers correctly
Say "I need to speak to a manager right now" — it should acknowledge the urgency and provide your escalation contact or commit to an immediate callback.
If anything is off, email office [at] boojee [dot] estate with the specific issue. We fix and resend — no additional charge.
03
Finding Your Leads & Exporting
Every time a visitor submits through your AI front desk, a lead record appears in your dashboard within seconds.
How to access leads
1
Go to /dashboard/
Log in with your BOOJEE account. Leads appear in the "Leads Captured" section.
2
Filter by status
Use the tabs (All / New / Contacted / Won / Lost / Spam) to sort. Click any status pill to advance the lead through your pipeline.
3
Export to CSV
Click Download CSV Now in the "Lead Export & Sync" panel — or use the Export CSV button in the Leads section header. Downloads as boojee-leads-YYYY-MM-DD.csv
4
Set up a scheduled digest (optional)
In the Lead Export & Sync panel, choose Daily or Weekly email digest. New leads arrive in your inbox automatically — no dashboard visit required.
CSV columns: Name, Service, Preferred time, Captured (ISO timestamp), Source, Status. Import directly into Google Sheets, Excel, or any CRM.
04
Customizing Your AI in Real Time
You can update your AI's behavior any time from the dashboard. Changes take effect within minutes on your live embed — no redeployment needed.
What you can change instantly
●
Custom greeting
The first thing your AI says. Update it for seasonal offers, new staff names, or rebrand. Dashboard → Quick Edits → Custom greeting.
●
Business hours
Add holiday hours, extend Saturday hours, or close early. Dashboard → Quick Edits → Business hours.
●
FAQs / Knowledge base
Add new Q&A pairs. The AI answers these verbatim. Format: Q: [question]
A: [answer] — one pair per block. Dashboard → Customize Your Bot → FAQs.
●
AI tone
Switch between Professional, Friendly, Casual, or Playful at any time. Dashboard → AI Tone selector (auto-saves).
●
After-hours mode
Toggle on/off and write a custom after-hours reply. When enabled, contacts outside your business hours receive this message instead of a live conversation.
Best practice for FAQs: The more specific your Q&A pairs, the fewer escalations. Add the 10 questions you get most often as a starting point, then add more each time the AI escalates something it should have handled.
05
When to Escalate vs. Let the AI Handle It
The AI is designed to handle routine inquiries autonomously and escalate anything sensitive, urgent, or complex.
Let the AI handle
✓
"What are your hours?" — standard factual questions about hours, location, pricing ranges, services offered.
✓
"I'd like to schedule an appointment" — capturing name, service, preferred time, and contact info for follow-up confirmation.
✓
"Do you offer [service]?" — answering based on your services list and FAQs.
Always escalate
!
Specific pricing negotiations — "Can you give me a deal?" or custom quotes require a human decision-maker.
!
Complaints or disputes — always route to a human for service recovery.
!
Emergencies — "Water is leaking everywhere" or "My power is out" should trigger immediate human response. Add these as escalation keywords in your special instructions.
!
Explicit "speak to a human" requests — built in automatically. The AI will acknowledge and provide your escalation contact.
To add custom escalation triggers, update your "special instructions" field in Quick Edits or email office [at] boojee [dot] estate.
06
CRM & Webhook Integration
Every new lead can automatically POST to your CRM or automation platform. Set your webhook URL in the dashboard's Lead Export & Sync panel.
Webhook payload
POST your-webhook-url
{
"name": "Jane Smith",
"service": "Drain cleaning",
"preferred_time": "Tuesday afternoon",
"captured_at": "2026-07-08T14:32:00Z",
"source": "website-widget",
"session_id": "abc123xyz"
}
HubSpot
Use a Zapier or Make zap to receive the webhook and create a HubSpot Contact automatically. Map name → First+Last, service → Company or Deal name.
HubSpot + Zapier →
Salesforce
Create a Salesforce Lead via Zapier. Map name → Lead Name, service → Lead Source or Description, captured_at → Created Date.
Salesforce + Zapier →
Custom Webhook
Any platform that accepts a POST request works: n8n, Make, Pipedrive, GoHighLevel, Notion, Google Sheets via Apps Script.
Zapier Webhooks →
Google Sheets
Use Zapier "Webhooks → Google Sheets" zap to append a row for each new lead. Zero code, live in under 5 minutes.
Sheets + Zapier →
How to set it up: Create your Zapier/Make zap first, get the webhook URL it gives you, then paste it into the Webhook URL field in your dashboard's Lead Export & Sync panel.
07
Troubleshooting
I didn't receive the test call / test message
Check your spam folder for email from office [at] boojee [dot] estate. If nothing after 6 business days, email us directly and we'll resend. Make sure the email you used at signup is correct in your dashboard.
My AI is using old information after I updated the FAQs
Dashboard changes save instantly on your device and sync to your account. The live embed can take up to 15 minutes to reflect updates. Hard-refresh your site (Ctrl+Shift+R) to bypass cache. If still wrong after 30 minutes, email us.
The routing number shown is wrong or still says "Provisioning"
Dedicated routing numbers are assigned manually after your AI configuration is approved. Until then, customers can reach your AI via the platform line at 866-487-0497. Full dedicated routing is typically live on day 5.
How do I change my escalation phone number?
Go to Dashboard → Quick Edits → there is no direct escalation field in Quick Edits currently. Email office [at] boojee [dot] estate with the new escalation contact and we update it in your backend configuration within 1 business day.
The "Test Your Bot" chat says "Connection blocked"
The test bot is only reachable from boojee.estate pages for security. This only appears in the dashboard when accessed directly — your embed code on your own site will not see this error. Your live widget works fine.
I'm not seeing any leads even though I added the embed code
1) Check the embed code is on a live published page (not just local). 2) Try the widget yourself as a visitor — submit a test lead. 3) Refresh your dashboard leads panel. If leads still don't appear after a test, email us your domain and we'll verify the connection.
Still stuck? Email office [at] boojee [dot] estate — we respond within 1 business day. Include your account email and a description of what you tried.