kopilot

Client onboarding · new client

The bot's brain: services, prices, rules, FAQ, tone. Pre-fillable, editable in one click.

1 Identity & tone

2 The business

3 Locations & hours

4 Services & prices

The bot always gives a "from" price, never a fixed quote (unless listed).

5 Booking rules

6 Sales & delivery (retail)

7 FAQ

8 Never-say & human handoff

9 Channels

🔒 LINE/FB/IG tokens/keys do NOT go here (this page is public). They are connected separately, in secure storage. Here, just tick the active channels.